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3330 Old Glenview Road, Suite 7, Wilmette, IL 60091

(847) 256-8355
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Our Team

Advisors You Can Count On

At Siegel Accounting & Financial Services, our team of CPAs and financial planners brings a unique blend of experience to your financial journey. With a focus on tax-intelligent strategies, we’re here to simplify your finances, answer your questions, and help you make confident decisions for your financial future.

Marvin Siegel

Marvin Siegel

Registered Representative / Investment Adviser Representative

(847) 602-5480

Steven Siegel

Steven Siegel

Registered Representative / Investment Adviser Representative

(312) 259-8584

Jennifer Stapleton

Jennifer Stapleton

Registered Representative / Investment Adviser Representative

(847) 501-0614

Monika Stelmach

Monika Stelmach

Client Service Associate

(847) 256-8355

(847) 256-2876

Ela Sierak

Ela Sierak

Senior Accountant

Susanne Feldman

Enrolled Agent

847-293-4171

Mary Salm

Mary Salm

Administrative Assistant

Allan Herman

Allan Herman

Senior Accountant

Monica Chan

Administrative Assistant

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Who We Work With

We proudly support individuals, families, retirees, and business owners with customized financial solutions to meet their unique needs and goals.

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Reach out today to discuss how we can help you simplify your finances and work toward a secure, confident future together.

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About Us

Experienced advisors and CPAs dedicated to helping you find financial clarity and confidence, always treating you like family.

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