Meet the Team

Ian came into professional services in 1999 via the banking industry and moved into regional mortgage operations management.

Jeremy is a licensed Certified Public Accountant (CPA) and Certified Construction Industry Financial Professional (CCIFP) specializing in the Construction and Real Estate niches.

Chad is an experienced investment and advanced planning professional specializing in capital gains, estate tax, investment strategies, business succession, and post business sale planning.

Beth Calderon is a seasoned administrative professional with over 20 years of experience in the financial services industry.

As General Counsel, Mike brings a wealth of experience to Mainstay, gained from both public and private industry.

Alan Mattes, CPA is a tax professional with more than 20 years of experience in public accounting.

Jackie has over 24 years of experience in the accounting industry. She spent most of her career at a mid-size accounting firm in the Chicagoland area, where she started right out of college and served as their Controller for almost 15 years.

Karolina Kloc is passionate about accounting—a field that many find mundane, but one that she truly enjoys.