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 independent, fiduciary capacity.

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.

Educating 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.

Scott is regularly quoted in the financial media, and has been featured in Forbes, U.S. News & World Report, and the Chicago Tribune, as well as CNBC, and other news outlets.


Bruce Rabin, CPA, MBA

Director of Tax Planning

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.


Martin Zim, EA, CFP®, MBA

Tax Planner

Martin Zim is an Enrolled Agent with the Internal Revenue Service, and a Certified Financial Planner®.

He's prepared and advised on tax returns for over 23 years, and has worked as a Tax Advisor for over 20 of those years.

Marty holds a bachelor of science in engineering from University of Illinois-Chicago, and a masters of business administration in finance from DePaul University.

He was born in Chicago, as has lived here all of his life.

Marty currently resides in the northwestern suburbs with his wife and two daughters.

Their eldest daughter is a nursing student in Wisconsin, and their younger daughter will be graduating high school next year.

She participated in the Prospect Marching Band during high school and had the privilege of marching with Santa in the Macy’s Thanksgiving Parade in 2016.

While in elementary school, Marty started playing the electric bass guitar, and has stayed with it most of his life, playing in various classic and wedding bands.

He enjoys not only providing people with a valuable tax service, but also enjoys helping people understand their tax situation, and exploring ways to help improve their future tax return outcomes.

Meet Michael A Sutkowski, JD

Strategic Partner

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 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.

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 for property.

He played college baseball, and has continued to this day in playing in “old man” baseball leagues, as Mike is a horrible golfer.


Deirdre Benna

Director of Client Services

Deirdre has extensive administrative experience in the financial, public relations, and real estate fields, both in her native Ireland, and in the U.S.

Deirdre is the proud mother or 2 boys, young men actually, 22 and 18 years-old.

Her eldest is studying physics at the University of Illinois at Urbana-Champaign, graduating in 2020.

Her youngest, the artist, is currently applying to colleges for the fall of 2019.

In her time-off, Deirdre loves to spend time with her family, watch movies (old and new), garden, and travel.

And with family in Ireland, Morocco, and New Zealand, there’s no shortage of places to visit!

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 Bruce!”

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 19, 15, and 4.

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.


Timothy Nguyen

Financial Professional Intern

Tim graduated from the University of Illinois at Chicago with a bachelor of science in finance, with a minor in business analytics.

He’s also an aspiring novelist.

Tim’s also a bit of a restaurant critic, and has achieved Yelp! Elite status.

“I enjoy helping people. The work we do at the office is very fulfilling."


Mike Wolz

Financial Professional Intern

Mike is a senior at DePaul University, pursuing a degree in finance.

He intends to pursue a career in financial planning.

"I want to help people realize their financial goals, big or small, and to be able to grant them the lasting benefits of financial security."

During Mike’s spare time, he enjoys photography, playing music, and spending time outdoors.

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!