Scott Dobbs
Rockford, IL
sdobbs@summitcpagroup.com
Kevin Nolte
Chicago, IL
kevin.nolte@ccpwealth.com
Kevin is the Manager of Advanced Planning at Clearwater Capital Partners, a $1 billion+ independent Registered Investment Advisory firm in the Greater Chicago Area. He provides tailored solutions to help clients progress towards their financial and strategic goals. His areas of focus include business transfer planning, estate strategy, and tax optimization.
Starting his professional career at Ernst & Young (EY), he worked in EY’s Wealth and Asset Management Assurance group for several years. His many clients included Chicago-based private equity funds, hedge funds, and family offices. After leaving EY, Kevin built out and oversaw a single-family office, where he guided the family in their business ventures managing over $500 million in assets. Across all these roles, Kevin successfully navigated many of the complex circumstances that ultra-high-net-worth individuals and families face.
Originally from Wisconsin, Kevin now lives in the Chicago area. He graduated Cum Laude from Marquette University with a degree in business administration, majoring in both Accounting and Information Technology. While at Marquette, Kevin was invited to join the National Jesuit Honor Society, Alpha Sigma Nu, as a testament to his academic success and commitment to service.
Laura Rossi
Chicago, IL
laura.rossi@ey.com
Laura Rossi is a Managing Director in Tax with the EY Private practice in Chicago, Illinois. With over 24 years of experience, she advises ultra-high net-worth individuals, multi-generational families, family businesses and family offices, providing a holistic approach to their complex tax and financial needs, including compliance, reporting, tax and financial planning. Laura is a recipient of the AICPA’s 2017 Personal Financial Planning (PFP) Standing Ovation Award, which honors young CPAs for their contributions to personal financial planning. She is a founding member of the Associate Board for the Girl Scouts of Greater Chicago and Northwest Indiana and is also a founding member of the Chicago chapter of Chief. Laura is a Certified Public Accountant in Illinois (CPAs), a Certified Financial Planner (CFP®) and a Personal Financial Specialist (PFS™). She is a member of the American Institute of Certified Public Accountants, the Illinois Society of CPAs and the Financial Planning Association.
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