About Our Firm

Here's our story. We look forward to hearing yours.

The team at Scott Tucker Solutions is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement.

Meet Scott Tucker

President

As the president and founder of Scott Tucker Solutions, Inc., Scott Tucker is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.

Scott has been helping Chicagoland families with their finances since 1998. Scott focuses on comprehensive retirement and income planning. He is driven by his clients’ successes, and he finds nothing more rewarding than creating a plan that helps families ease or even eliminate financial stressors, worries and fears. Scott emphasizes to each of his clients that improving your finances may help improve your entire life!

A veteran of the United States Navy, Scott served 5 years active duty as a cryptologist. His service took him all over the world, and he served in conflicts in the former Yugoslavia and Iraq. Scott was awarded a flag Letter of Commendation, a Navy/Marine Corps Achievement Medal, and was selected for duty at The White House based upon his service record.

Scott holds life, health, property and casualty insurance licenses in Illinois. He also has passed the Series 65 securities exam and is registered as an Investment Adviser Representative. An alumnus of Cleary University in Ann Arbor, Scott graduated cum laude with his bachelor’s in business administration.

Informing people about the ins and outs of retirement is important to Scott. He is regularly quoted in the financial media and has been featured in Forbes, U.S. News & World Report and The Daily Herald, as well as CNBC and other news outlets. Scott also enjoys teaching on retirement topics in classroom settings at DePaul University and Oakton Community College.

 

John Petrone, CPA, CGMA

Director of Tax Planning

John Petrone is an Illinois-licensed Certified Public Accountant, member of the American Institute of Certified Public Accountants, and a member of the Illinois CPA Society.

John was born & raised in Montréal, and moved to Chicago at age 26.

Upon earning his Bachelor of Science in Accounting, John began his career with a small accounting firm, performing financial audits, and providing tax preparation for a wide range of clients.

John’s 20-plus years experience with Ernst & Young, as well as other notable accounting firms, has earned John a competence in considering the tax implications of various income strategies, and retirement planning options.

John has taught at National Louis University, on financial and retirement topics.

John also has volunteered as a Tax Site Specialist, at the Center for Economic Progress, assisting Illinois families with their tax accounting & filing needs.

John’s professional life has taken him all over the globe, providing him with a unique understanding of a wide variety of clients.

John’s professional life as a CPA supports his passions for running, traveling, and Oregon pinot noir.

 

Natalie Kallis

Director of Client Experiences

 Natalie has been helping at the company’s workshops, seminars, and informational events since 2015.

What do you like most about what you do? “I like working with people older than myself, whether it be our clients, or just Scott and John!”

Oh, what a comedian.

In her time off, Natalie enjoys, “decorating for each holiday, traveling, and date nights with grandpa!”

Who’s her favorite NFL player? “J.J. Watt! He loves his grandma!”

 

Tiffany Moeller

Events Specialist

Tiffany Moeller has a long history in financial services, and has been working with Scott since 2006.

Tiffany is the proud mother of 3 children, ages 18, 14, and 3.

Her eldest child is a pre-law student. Her middle child is a very talented baseball player in the hunt for a college scholarship. Her youngest is her most recent source of joy, who has not yet announced what she’s going to be when she grows-up.

What does Tiffany like most about what she does? "Helping families gain financial independence, and meeting new people."

When she’s not changing lives at the office, Tiffany enjoys watching sports (Cubs fan), and spending time with her family.

A little known fact: Tiffany is fluent in Spanish.

 

Steve Kennedy

Financial Professional Intern

Steve is studying Accounting at the University of Illinois - Urbana Champaign

He is currently studying for his CPA exam and hopes to be done with all 4 parts soon.

“My goal is to equip myself with as many tools as possible to be a valuable asset to the team.”

Steve loves watching and playing sports of all kinds.

His favorite athlete is Peyton Manning.

“I think everyone can learn from one of the best to ever play the game. His work ethic and drive to be a better competitor is something I strive to emulate daily.”

 

Mitch Abrams

Financial Professional Intern

Mitch is studying economics, with a minor in informatics, at the University of Illinois at Urbana-Champaign, on an I-Promise Scholarship.

Mitch is interested in a career as a financial advisor.

"I love meeting new people, and it’s rewarding to help people gain financial security.”

Mitch is a huge Chicago Sports fan, especially when it comes to the Cubs and the Bulls.

"I can’t imagine a better day than watching a ball game at Wrigley, or watching the young Chicago Bulls try to get a win at the United Center."


Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at Scott@ScottTuckerSolutions.com or call us at 773.230.2682 today!