Terry Cicero is a Principal at DHJJ where he combines his tax and financial management expertise to help individuals and their families build financially sound futures. He specializes in family wealth planning, notably tax planning, investment asset location analysis, charitable giving strategies, estate planning and retirement planning, including Roth IRA conversion analysis.
Terry is a CPA as well as a Certified Financial Planner™ who holds a Series 65 certification. These designations allow him to provide knowledgeable, real-time investment advisory services that include strategic tax planning. He is often asked to speak on financial advisory topics where his zest for the profession comes through as most of his presentations manage to be both fun and informative.
Terry enjoys educating people on all of their options so they feel confident in their decisions. He evaluates the multiple approaches available to clients and offers solutions that take into account financial projections as well as individual goals and life-cycle factors.
Terry is a graduate of Roosevelt University with a Bachelor of Science in Accounting and earned a Masters in Tax from DePaul University. He is also a member of the AICPA and the IL CPA Society. A native of the Chicago area, Terry and his wife have three sons. He enjoys playing sports with them and devotes time to coaching their baseball, soccer and basketball teams.
- In his quest to learn everything that’s happening in the world of finance and investment, Terry spends a startling amount of time reading and researching each day.
- He is an enthusiastic karaoke master and entertainer – so much so that on a trip to Vegas, he was once invited to audition for a show!
- Terry is a runner with several marathons and half marathons under his belt.