CCP, Inc. Financial Planning Services is a Fee-Only financial planning firm dedicated to helping clients achieve their goals through education, disciplined and diversified investment strategies, and personalized attention. 


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Steve Roberts, CFP®, MBA

  • In 2009 Steve became owner, President, and Chief Compliance Officer (CCO) of CCP, Inc.

  • Responsible for the firm’s vision and allowing CCP, Inc. to fulfill its mission of assisting clients in achieving their financial goals.

  • Steve is a Financial Advisor to his clients and member of the firm’s Investment Committee.

  • As a Financial Advisor, Steve develops client-advisor relationships, prepares for and conducts prospective and ongoing client meetings.

  • He is CCP, Inc.’s CCO, overseeing SEC rules and regulations and setting policies and procedures for CCP, Inc.’s high level of service.

  • Received his Undergraduate degree from Indiana University and an MBA from DePaul University.

  • Veteran of the industry having attained his CFP® certification while at Brown & Tedstrom in Denver, CO. He then joined USAA as a Financial Planner and held roles in Executive management.

  • Steve, his wife and three children reside in Arlington Heights.


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Carin Pankros Roman, CFP®

  • Carin joined CCP, Inc. in 2001 and became a CFP® certificant in 2004.

  • She is a Financial Advisor to her clients and Chair of the firm’s Investment Committee.

  • As a Financial Advisor, Carin develops client-advisor relationships, prepares for and conducts prospective and ongoing client meetings.

  • Carin is a Registered Financial Advisor member of the National Association of Personal Financial Advisors (NAPFA) and a member of the Financial Planning Association (FPA).

  • In addition to having been featured in media publications and radio programs, Carin has given various retirement and financial planning presentations.

  • Prior to joining CCP, Inc., Carin was an Analyst at William M. Mercer Investment Consulting, Inc.

  • Carin graduated from the University of Notre Dame with a double major in Economics and French.

  • She enjoys living in Palatine with her husband and three children.

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Jerilyn Alport

  • Jerilyn joined the CCP, Inc. team as Paraplanner in December, 2018.

  • As Paraplanner, Jerilyn helps the financial advisors gather data and prepare client reports as part of our financial planning and portfolio management reporting process.

  • She also takes on special projects related to marketing, compliance, internal systems, Investment Committee research and client communications.

  • Jerilyn brings over 20 years of experience working as a Paralegal for various Chicago law firms and corporate legal departments to CCP, Inc.

  • Jerilyn resides in Arlington Heights with her husband and two sons.


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Judy Noelle

  • Judy started at CCP, Inc. in 1995 to assist with client processing and reporting.

  • As Senior Paraplanner, Judy assists the financial advisors in preparing customized client reports as part of our financial planning and portfolio management reporting.

  • Judy conducts research related to client needs, helps track client follow-up and implementation.

  • Maintains portfolio management software, creating reports for financial advisor review and use. She also generates specialized reports for Investment Committee meetings.

  • Judy has two grown children and lives in Palatine with her husband.