I founded Zagmout and Company on the premise of delivering high quality services provided with a level of customization and support that is the hallmark of a boutique firm.
I seek to provide solid, professional advice on ways to work toward a client’s financial goals. I take an active role in educating clients about matters concerning retirement; tax-advantaged investing and advanced financial planning. My goal is to deliver professional wealth management through sound advice, helping create value, focus, and understanding.
Prior to Starting my firm in 2015, I gained extensive experience serving high-net-worth clients in the private wealth practices of the Northern Trust Company, Merrill Lynch, Andersen Tax, and Deloitte Tax LLP. I also served honorably in the US Army Special Forces.
I am a licensed Certified Public Accountant (CPA), and received a bachelor’s degree in Accounting and Economics from Wesley College, and a Master's degree in Taxation & Computational Finance from DePaul University.
I serve on several non-profit boards and volunteer with my family in many community projects and activities. I enjoy long distance running, golf, and sailing. I live in downtown Chicago with my wife Sandra and our 7-year-old daughter Marie.
Zagmout & Company provides a wide range of tax preparation, planning, advisory and related consulting services to individual and commercial clients.
We give you superior focus, creativity and technical competence We have extensive experience serving small and mid-size privately-owned businesses.
We can help you with entity selection & restructuring, and advise you on the best options to meet the challenges of today’s business environment.
We develop and implement an investment policy that is best suited for your financial situation and goals. It is our core offering and the foundation upon which we begin to build our client relationship.
Our advanced planning addresses the range of financial needs beyond investment consulting. It consists of wealth protection, wealth transfer and charitable giving.
It's important to have a clear understanding of the numerous risk factors retirees encounter as they plan their futures; Longevity, Inflation, Market Volatility, and the Unknown.