About Our Firm
Here's our story. We look forward to hearing yours.
The team at Scott Tucker Solutions, Inc., is proud to serve their clients in an
Meet Scott Tucker
Scott Tucker is registered as an Investment Advisor Representative of AE Wealth Management, LLC, and president & founder of Scott Tucker Solutions, Inc.
Scott’s passion is in helping clients get the retirement financial planning they deserve.
Scott enjoys helping clients limit unnecessary risks, helping them ensure they won’t run-out of money, and reduce their taxes in retirement, just to name a few.
Scott takes a planning approach, instead of pushing “magic pills.”
Scott’s been helping Chicagoland families with their finances since 1998.
A Veteran of the United States Navy, Scott served 5 years active duty as a cryptologist.
His service took him all over the world, as he served in conflicts in the former Yugoslavia and Iraq.
Scott has been 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.
In addition to having passed the Series 65 securities exam, and being registered as an investment adviser representative, Scott holds life, health, property, and casualty insurance licenses in Illinois.
An alumnus of Cleary University in Ann Arbor, he graduated cum laude with his bachelor’s in business administration.
Informing clients about the ins and outs of retirement is important to Scott.
He enjoys conducting financial seminars and events on retirement, financial planning, and tax-reduction topics in classroom settings at DePaul University, and at Oakton Community College.
Jim spent 10 years in the United States Marine Corps. He first served as a machine gunner, and later as an intelligence specialist.
Jim had multiple combat infantry deployments to Iraq and to Afghanistan, and conducted intelligence operations in Europe (Spain, France, and Italy), and in north Africa (Mali, Tunisia, and Libya).
He was awarded the Joint Service Achievement Medal, and the Navy/Marine Corps Achievement Medal for his distinguished service.
A native of Dallas, Jim graduated from the University of North Texas, with double Bachelors of Business Administration, in finance and in data analytics.
Jim has passed the Series 65 securities examination, and holds insurance licenses in Illinois in life insurance and health insurance.
Jim started playing the bass at a young age, and is a talented musician, composer, and performer.
When he’s not at the office, Jim likes to explore new places with his dog, Charlie Bronson, a black Lab mix.
Bruce Rabin, CPA, MBA
Bruce is an Illinois-licensed Certified Public Accountant, and a member of the American Institute of Certified Public Accountants.
He’s lived in the Chicago area for more than 40 years now.
After earning his master’s degree in accounting & finance at Babson College, in Wellesley, Massachusetts, Bruce worked at various small CPA firms, performing audits, preparing financials, and preparing tax returns.
Able to spin many plates at once, Bruce once owned an ambulance and medicar service, while running his own CPA firm.
Bruce has 35 years' experience preparing tax returns, and guiding clients on tax implications, income strategies, and retirement planning.
Michael A Sutkowski, JD
The Law Offices of Steven M Shaykin, PC
Mike’s area of practice is estate planning & asset protection. He helps clients create living trusts, and land trusts, to avoid probate.
Mike has a Bachelor of Science in Commerce from DePaul University and his Juris Doctor (JD) from the DePaul University College of Law.
In law school, he worked for a sports agency, assisting in the drafting of contracts for several Chicago Bears players.
Mike enjoys working with clients to develop comprehensive estate plans.
Clients have many choices, including single or joint family trusts, wills with testamentary trusts, and simple wills. Mike also drafts powers of attorney, both for healthcare and property.
He played college baseball and has continued to this day in playing in “old man” baseball leagues, as Mike is a horrible golfer.
Client Services Manager
Rachel was born & raised in Texas, and moved to South Carolina before she started high school.
Her lifelong passion for the visual arts took her to Baltimore, where she graduated from Maryland Institute College of Art in 2012, with a degree in Textiles and Art History.
Rachel's background in the arts makes her an excellent creative problem-solver.
In recent years, she's become increasingly interested in financial planning.
Rachel enjoys painting, swimming, and reading.
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 Bruce!”
Oh, what a comedian.
In her time off, Natalie enjoys, “decorating for each holiday, and traveling."
Who’s her favorite NFL player? “J.J. Watt! He loves his grandma!”
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at Info@ScottTuckerSolutions.com
or call us at 847.786.9872 today!
Have Questions for Scott Tucker Solutions?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.