Sherwin Lesk is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, an investment advisor representative, and an attorney. He is a member of the Financial Planning Association. Sherwin received his Juris Doctorate degree from Loyola University Chicago’s School of Law and his Master of Laws degree in Taxation from John Marshall Law School. His undergraduate degree is in economics. Sherwin co-chaired the tax department and chaired the employee benefits department at a mid-size Chicago law firm prior to joining Leonetti & Associates in 2000.
Sherwin has authored articles on tax, financial planning, and ERISA issues for the Illinois Legal Times and other publications. He has been quoted in financial planning, estate and tax planning articles in the Chicago Tribune, ChicagoTribune.com, FORBES.com, mPower Café, Research Magazine, The Christian Science Monitor, The Journal of Financial Planning, The New York Times, NewYorkTimes.com, and WSJ.com. Sherwin has been a featured speaker at educational seminars where he spoke about estate planning, tax planning, financial planning, stock option planning and retirement planning. He consults business owners and their advisors on succession planning and tax reduction strategies. In addition, Sherwin has been recognized as a Five Star Wealth Manager* (2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020).
Sherwin is admitted to practice before the United States Tax Court, the U.S. Court of Appeals for the 7th Circuit, the United States District Court (Northern District, Illinois), and all Illinois state courts. He is a member of the Financial Planning Association, the American Bar Association (Real Property, Trust and Estate Law Section; Asset Protection Planning, Financial Planning and Risk Management committees), and the Illinois State Bar Association (Sections on Employee Benefits, Privacy and Information Security, and Trusts and Estates).