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SONIA LOPEZ

PROFESSIONAL SERVICES

ABOUT ME

I began my professional services career in March 2009; specializing in helping individuals, families and businesses achieve their financial goals and objectives.

I obtained a Bachelor's of Science Degree in Computer Science and a PRE-MBA program from DePaul University. I also have 15+ years in finance/accounting/and tax experience.

To date, I hold a resident license in Illinois for life, health, fixed annuities, and property and casualty. I'm also certified to offer long-term care, Medicare Advantage plans, and the Federal Marketplace for health care reform in several states (IL, IN, NC).

http://www.nipr.com/PacNpnSearch.htm

SUYEN LOPEZ

TAXES AND ACCOUNTING

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ABOUT ME

I hold a Bachelor Degree in Business Administration and a Master Degree in in Project Design, Management and Evaluation, both from Universidad Nacional Autonoma de Honduras. I also have several taxes courses in the USA.

I have plenty of experience as Financial Manager, Administrative Assistant, Book keeping and Accounting Assistant, Data Manager and Customer Service.  

JOSE M ORTIZ

PROJECTS AND ACCOUNTING

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ABOUT ME

I have several years of experience in Projects, Higher Education, Consulting to small business and corporations, doing financial analysis and projections, operations management, data analysis,  program and systems design, among other assignments.

I hold a Bachelor Degree in Industrial and Systems Engineering from Instituto Tecnológico de Monterrey, Mexico and a Master in Business Administration from Instituto Tecnológico Autónomo de Mexico.

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