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Karen M

Series 66

Lombard, IL

Cetera

Karen Mahan is a financial advisor with Cetera, holding a Series 66 credential and 20 years of industry experience. She has worked with Hurt & Associates since 2011 and has been with Cetera and Cetera Financial Specialists LLC since 2009. Outside of finance, she teaches Jazzercise dance aerobics classes in Glen Ellyn, IL. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Thomas P

Series 63, Series 65

Lombard, IL

Cetera

Thomas Piehl is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and affiliated entities since 2003. In addition to his advisory role, he is president and sole shareholder of an accounting and income tax practice established in 1990, providing accounting write-up services and tax preparation. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and a variety of program structures with access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Patrick P

Series 63, Series 65

Lombard, IL

Cetera

Patrick Perrotta is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hurt & Associates, Ameriprise Financial Services, and Cetera entities since 2016. He is also involved with Hurt & Associates, Inc., an investment-related business in Lombard, IL. Cetera Investment Advisers LLC provides advisory services through a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with a broad range of investment program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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