CONTACT US
SALLC TEAM
Sedgwick Advisers, LLC
21 S. Evergreen Ave
Suite 210
Arlington Heights, Illinois 60005
Office: (312) 332-3682
Fax: (312) 496-6657
Sedgwick Street Funds
Sedgwick Advisers, LLC
21 S. Evergreen Ave
Suite 210
Arlington Heights, Illinois 60005
Office: (312) 332-3682
Fax: (312) 496-6657
Sedgwick Advisers, LLC
Sedgwick Street Funds
President
(312) 853-6633
tim@sedgwickstreet.com
Tim serves as the president at Sedgwick Advisers, LLC and Sedgwick Street Funds overseeing the investment strategy, accounting, strategic planning, and family office functions.
Most recently, Tim has served as a director in PricewaterhouseCoopers’ Personal Financial Services group in Chicago where he joined in 2004, serving as the primary relationship contact and financial advisor for a number of clients. Tim also contributed to the private wealth, financial planning, and corporate executive programs for PwC nationally and was a regular contributor to the PwC publication “Guide to Wealth Management”. Tim also served on the board of PricewaterhouseCoopers Investment Advisors, LLC and as a steering committee member for PwC’s Earn Your Future initiative focused on youth education.
Tim is a licensed CPA/PFS and CFP® in Illinois. He specializes in investment and comprehensive financial planning and has been delivering high end financial planning, tax compliance and consulting services to corporate executives, business owners, family offices and other high net worth individuals for over 11 years. Tim has significant experience in strategic planning and cash flow, taxation, wealth transfer, philanthropy, succession, liquidity, and insurance planning. Tim has been active in the community having served on the finance committee of his local church, volunteering through financial planning assistance and benevolence programs, and volunteering through the Volunteer Income Tax Assistance, VITA program and Junior Achievement.
Vice President
(312) 332-6889
dave@sedgwickstreet.com
Dave is the Vice President of Sedgwick Advisers, LLC and focuses much of his time on the
Firm’s tax preparation and consulting services. He serves as a primary client contact to a
number of family members and assists them with our various SALLC services.
Dave is a licensed CPA in Illinois and was previously a Tax Partner with three public accounting firms. He also served a family owned company in various capacities, including tax, treasury, and investment responsibilities. He graduated from the University of Illinois with a Bachelors degree
in Accounting.
Prior to joining Sedgwick in 2012, Dave worked with several family members as a Director for Vogel Consulting, heading up its Chicago office. He lives in West Dundee and enjoys family time (including eleven grandchildren), music, and various sports.
Tax Manager
Carolyn Monson serves as the tax manager at SALLC. Carolyn has over 20 years of public accounting experience providing high net worth individuals with income tax, trust and estate tax
consulting and compliance services. Her experience includes individual, partnership, private corporations and S-corporations, trusts, private foundations, gift and estate returns as well as tax
planning and strategy consulting.
Carolyn is a licensed CPA in Illinois and a member of the American Institute of Public Accountants (AICPA) and Illinois CPA Society. Carolyn earned an undergraduate degree in Accounting from Southern Illinois University and a Masters in Business Administration with a concentration in Finance from DePaul University in Chicago.
Carolyn also serves as the Assistant Secretary for a private foundation. Carolyn lives in Arlington Heights, IL with her husband who runs a jewelry business in Palatine, IL.
Sedgwick Advisers, LLC
Director
Katie is a Director for Sedgwick Advisers, LLC and works closely with the Sedgwick team in corresponding directly with clients regarding tax, investment, financial planning, and other Sedgwick related items.
Katie most recently served as a senior manager at PwC, LLP in the Firm’s Personal Financial Services practice in Chicago working with high net worth families. During her career, Katie has gained extensive experience with individuals, trusts, partnerships, foundations, gift and estate taxation, as well as estate, charitable, investment, and cash flow planning. Katie has a strong background in taxation and estate administration and will help to oversee the tax preparation and planning processes at Sedgwick.
Katie grew up in Madison, WI and still has family roots in the area. She lives in Chicago with her husband, Jordan, and daughter, Quinn.
Office Manager
Lara Prestipino serves as the Office Manager. Lara provides office administrative support to our clients and team for both Sedgwick and the family foundations. Lara organizes events and meetings for our office and the Foundations we support. Lara assists in daily office operations, monthly transactions requests, and performance report mailings and postings
Lara joined SSF in 2016. She currently resides in the North Park neighborhood of Chicago with her husband and two high school aged sons.