Broker Check

Meet The Team

Meet The Partners

Greg Stoumbelis*

Managing Partner, Investment Advisor Representative


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 Services Professional


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


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

Maria Kelly*, CPA

Financial Services Professional


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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Now Hiring


We are looking for someone with 3-5 years of experience in the industry. FINRA Series 6/63 (or 7/66) are required. Please submit resume to
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Meet The Staff

Jim Catalano

Social Media Director


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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Katelyn McNerney

Director of Individual Client Services


We are very pleased to introduce Katelyn Brianna McNerney as our new Director of Individual Client Services effective 10/26/2020. Katelyn spent four of the last five years working in customer service within the logistics industry. The...
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Mary Ellen Sukowski

Director of Group Client Services


We are pleased to announce the promotion of Mary Ellen Sukowski to Director of Group Client Services effective 11/3/2020. Mary Ellen has spent the last 25+ years working in Customer Service. She met Greg Stoumbelis years ago when he...
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