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. 


CCP, Inc. Financial Advisors

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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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Stacie Knotek Quigg, CFP®

  • Stacie joined CCP, Inc. in 2002 and became a CFP® certificant in 2005. 
  • She is a Financial Advisor to her clients and member of the firm’s Investment Committee. 
  • As a Financial Advisor, Stacie develops client-advisor relationships, prepares and conducts prospective and ongoing client meetings.
  • Stacie is a Registered Financial Advisor member of the National Association of Personal Financial Advisors (NAPFA) and served on the Midwest Regional Board from 2008-2011.
  • She graduated from the University of Iowa with a Bachelor of Business Administration in Finance.
  • Stacie, her husband and two children reside in Naperville.


CCP, Inc. Paraplanners

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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. 

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Jennifer Casey

  • Jennifer joined the CCP, Inc. team in February 2014.
  • As Paraplanner, Jennifer helps the financial advisors gather data and prepare client reports as part of our financial planning and portfolio management reporting.
  • She takes on special projects related to marketing, compliance, internal systems, Investment Committee reporting and client communications.
  • Jennifer has many years of financial services experience working for investment advisors in trading, marketing and client service roles.
  • Jennifer lives in Chicago with her husband and daughter.  Her step-daughter attends Colorado State University.