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.
Natalie Perry
Chicago, IL
nperry@harrisonllp.com
Natalie Perry is a Partner at Harrison LLP in Chicago. As both an attorney and registered Certified Public Accountant, Natalie advises clients on strategies for achieving tax-efficient estate planning as well as income tax planning. She helps clients structure entities for tax purposes, including family limited partnerships, and advises clients on succession planning.
As an extension of her deep concentration in estate planning, Natalie also has experience in crafting settlements to resolve trust disputes and in representing trustees and beneficiaries in contested proceedings, including through the process of mediation. She also advises trustees, executors and beneficiaries in trust and probate administration, including handling IRS audits.
Natalie started her career as a CPA prior to attending law school. For several years, she advised closely held businesses in her role as tax consultant for a large public accounting firm.
Natalie is a frequent speaker at professional education events for attorneys and accountants. Natalie is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and chairs its Communications Committee. She is a former board member of the Chicago Estate Planning Council. She currently serves on the Executive Committee of the American Institute of Certified Public Accountants (AICPA).
From 2018 through 2020, Natalie was Chair of the Hinsdale Hospital Foundation. Natalie received her B.S., in Accounting from Indiana University, and her J.D. from DePaul University.
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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