John Nowak, CFP®, RMA®, CPWA®, CPA
Founder, Financial Planner

I grew up in a family that owned a neighborhood pharmacy, Carol Stream Drugs. Remember those?!? Patient care and customer service were two values ingrained in me at a young age.

My fear of biology and interest in business led me to the College of Business at the University of Illinois in Urbana-Champaign. ILL - INI

Perhaps more importantly, I met my wife, Kim, while in Champaign. We eventually got married and are the proud parents of two wonderful kids.

After working for a "Big 4" accounting firm and "Fortune 500" company, I realized that my career passion was in helping families with their financial planning - a similar service to my family pharmacy roots. In 2007, I became a financial planner and started Alo Financial Planning® in 2018.

Our family has made Mount Prospect our home. Outside of work, you might find me coaching and cheering on our kids' athletic activities (Go Knights, Mavericks, and Stingers!), walking our dog Murphy around town, or daydreaming about our next beach vacation.

 
 

Samantha Bordiuk, CPA
Paraplanner

In addition to being a CPA, I hold two Masters degrees: Accountancy from the College of Charleston and Financial Planning from the American College of Financial Services.

My career journey has included experience as a bookkeeper, tax preparer, internal auditor, and systems accountant. During this time, I discovered a talent for helping clients simplify and solve complex problems. Now I’m on a mission to change lives through financial planning and working towards my CFP® certification.

I also met my husband while at College of Charleston. He would become a Marine and we have traveled the country and world together.

In my free time, I enjoy Zumba, coffee shops, milspouse (military spouse) socials, and reading books with my mini-dachshund, Monica.