Aleks Dyo

Charitable Gift Financing / Advanced Pension Plans
Plans

Alison Susko

Asset Map

Andrew Lassise

Technology and Cyber Security Specialist

Ami Kassar

Business Financing Specialist

Andy Ruhland

Employee Benefits Specialist

Ashley Lupiani

Life Insurance Specialist

Ben Golden

Cinematic Returns, Tax Resolution, & Tax Planning Specialist

Bill Lloyd

P3 Method: Better Retirement, Lasting Legacy

Boris Piskun

Tax Mitigation Specialist using Solar Investment Strategies

Brody Rosenfeld

Outsourced Financial Planning Specialist

Bruce Gendein

Advanced Qualified Plans

Charles Riggs

Research and Development Tax Credits

Chris Hall

Estate Planning Specialist

Christi Horan

Annuity Specialist

Craig Stone

Advanced Tax and Estate Planning

Damayanti Weese

Research and Development Tax Credits & Employee Retention Credits

Dan Zimanski

Business Growth Consultant

Deborah Snyder

Small Business Growth, Scaling, and Increasing Enterprise Value

Darren Sugiyama

Premium Financing and IRA Bailout Plan

Derek Spitzer

Captive Insurance

Don Feldman

Business Exit Planning

Harlan Accola

Reverse Mortgage-Tax Advantaged Retirement Planning

Jackie Meyer

TaxPlanIQ Software

Jacque Lefore

Outsourced Financial Planning Specialist

James Duggan

Advanced Tax and Estate Planning

Jay Frank

1031 Exchanges and Delaware Statutory Trusts/ Opportunity Zone Funds

Jeff Deckman

Leadership, Cultural and Business Growth Expert

Jeff Stolper

Cost Remediation

Joel Grushkin

Cost Segregation

John Frazier

Charitable and Legacy Planning Specialist

Jon Randall

Advisor Growth Coach

Josh Malancuk

Cost Remediation – Property Tax Reduction and Economic Incentives

Josh Yager

Trust and Estate Settlement

Julian Movsesian

Premium Financing and Advanced Life Insurance Solutions

Julio Gonzalez

Cost Segregation + Advanced Tax Services (179D, 45L, P&C Insurance, R&D Tax Credits)

Keith Conway

Real Estate Advisory Services

Kerry Cook

Payroll & HR

Laurence Whittam

Outsourced Bookkeeping, CFO and Tax Professionals

Loren Hollingsworth

Structured Ownership Program

Mark Goodman

Premium Financing – Premium Funding

Mark Mrky

Life Settlements

Matt Miller

Tax Incentives for Export Businesses

Matthew McNamara

Audit and Assurance Services

 

Michael Sir

Disability Insurance Specialist – Provider of DI Planning Software

Michael Wessels

Blockchain Technology and Cryptocurrencies

Mitch Nelson

Disability Insurance Specialist

Noel Ciambotti

Merchant Processing Specialist – Credit Cards and ACH

Paul McManus

The Short Book Process

Philip Whitman

CPA and Accounting Firm Merger & Acquisition Advisory Specialist

Randy Fox

Advanced Tax and Estate Planning

Reid Limpert

Section 105 Voluntary Group Benefits Plans

Rob Kelly

Energy Asset Tax Mitigation Strategies

Ron Bullis

RIA Partner to the ERT Members

Ron Elwood

Outsourced CFO Specialist

Scott Phillips

Oil & Gas Developmental Drilling Programs

Shay Novak

Wholesale Mortgage Broker- Specializing in Residential Lending

Sean Rogers

Fractional CFO/bookkeeping using Automation/AI

Steve DeTray

Business Exit Planning & Certified Business Valuation

Ted Jenkin

Sell Side M&A/Exit Consulting For Founder Led Businesses

Ted Landgraf

Project Financing Specialist

Tim Goering

Sales Tactics Coach

Todd Steinberg

M&A – Practice Acquisitions & Disposals

Tracy Armstrong

Certified College Funding Specialist

Wilton White

Digital Employees: Robotic Process Automation (RPA) and Artificial Intelligence (AI) Solutions

Marie Askew

SBA Lending in Mergers and Acquisitions and Owner-Occupied Real Estate

Frank Caputo

ESOP: Sell Side Transactional Advisory Services and Representation

Van Carlson

Tax code: 831 (b)

Patrick Lam

Transformative Intangibles

Ed Kollada


Ed is Managing Director/Founder of Elite Wealth Partners. Ed is known as a thought leader in the professional services industry based on his 15 years of experience owning and operating a multidisciplinary firm. Prior to joining Elite Wealth Partners, Ed worked over three decades in consulting/commercial banking/investment/private banking areas at Arthur Young, American National Bank, Lehman Brothers, The Bensman Group, American Chartered Bank, and Strategic Retirement Partners providing personal/business/investment advisory services to growing middle market companies, senior management teams and wealthy families.

With an emphasis on professional collaboration, Ed brings an entrepreneurial spirit to the team along with his experience in independent non-bias investment management, financial planning, private banking, insurance plan design, and specialty financing needs to the Elite Wealth Partners team.

Ed is a graduate of Indiana University and DePaul University (MBA). He is a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®).  Ed holds his Series 65 (Uniform Investment Adviser Law Examination) and state insurance licenses.*

Ed’s community involvement includes Membership/Volunteering in Chicago organizations including PAWS, Big Brothers/Big Sisters, Chicago Marathon, and Greater Chicago Food Depository. Ed resides in the Chicago area and proud dad to his two older sons, Matt and Mike. He is an avid runner, and also enjoys travel, golf, snow skiing, and a commitment to life-long learning.

Alison Susko

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