Steve is a CPA® with an MBA® and CIRA certification, extensive banking and accounting experience with direct knowledge of the challenges of the small business owner. He has developed and implemented various automated programs for financial reporting and management. During his 13 years on the banking side, Steve prepared financial statements as well as examined and analyzed the financial statements and cash flow for thousands of companies. He is proud to be a member of the following professional associations: American Institute of Certified Public Accountants, Illinois CPA® Society, National Association of Tax Professionals, Association of Insolvency and Restructuring Advisors and Turnaround Management Association. See WATTS & ASSOCIATES tab for high level financial expertise services Steve can provide for your bank.
Butch is a graduate of Southern Illinois University. He holds certification as a Certified Financial Planner™(CFP®®), he is series 6,63 and 7 securities licensed through Securities America, Inc.* and is qualified as an insurance producer for life, health, annuity and property/casualty insurance products** in the State of Illinois. Butch co-founded Synergy Financial Services with a distinct purpose, "to work for the client, not for an investment firm". He works diligently to understand his client's life/wealth goals and then advises them on effective solutions that exist in the vast and often confusing world of investing and insurance.
Sue has been with our firm for over 10 years. She handles all of the day to day operations in our St. Charles office along with client relationships which include payroll, bookkeeping and intake of all tax information.
Ashley handles the day to day operations in our Yorkville office and client relations. Ashley has her bachelor’s degree in Business Administration from Lewis University and is currently enrolled in the CFP®® Certification program at DePaul University.