Broker Check

Meet The Team

Meet The Partners

Greg Stoumbelis*

Managing Partner, Investment Advisor Representative

630-884-0131

greg@smc-team.com

Since 1993, Greg Stoumbelis has worked tirelessly to address the priorities and goals of his corporate and individual clients. He began his practice by helping companies establish and service qualified retirement plans. He frequently...

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Jerry Catalano,CPA*

Senior Partner, Financial Advisor

630-261-0550

jerry@smc-team.com

Jerry Catalano is a founding partner of the certified public accounting firm, Catalano, Caboor & Co. located in Lombard, Illinois. Jerry has always felt that the financial services industry and the work of a CPA go hand in hand. He in...

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Hike Lee*

Partner, Investment Advisor Representative

630-884-0137

hike@smc-team.com

Hike Lee began his practice in 2003 and since then he has been dedicated to educating his clients and helping them understand all the many and important aspects of financial planning. He began his career by helping new doctors...
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Meet The Associates

Anthony "Drake" Swope*

Corporate Benefits Associate

630-884-0012

drake@smc-team.com

SMC&A is proud to introduce Drake Swope as our Corporate Benefits Associate effective 2/1/2019 Since graduating from college in May of 2018, Drake has wasted no time in pursuing his dreams of becoming a financial professional. From an...

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Maria Kelly*, CPA

Financial Services Professional

630-261-0550

maria@smc-team.com

Maria Kelly is a CPA at the certified public accounting firm, Catalano, Caboor & Co. located in Lombard, Illinois. Maria has been with Catalano, Caboor & co. for 17 years. Maria has a vast amount of experience that extends to...

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Meet The Staff

Jim Catalano

Social Media Director

630-261-0550

jim@smc-team.com

In October of 2012 Jim Catalano joined Catalano, Caboor & Company as the firm’s Marketing Director. Jim brings a blend of creativity, relationship maintenance skills and sales experience to Catalano, Caboor & Company. He joined...
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Mary Ellen Sukowski

Practice Manager

630-884-0135

maryellen@smc-team.com

We are proud to introduce Mary Ellen Sukowski as our new Client Relations Manager effective March 4th, 2019. Mary Ellen has spent the last 25+ years working in Customer Service. She met Greg Stoumbelis years ago when he cold called her...

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