Sherwin M. Lesk, CFP^®, J.D., LL.M.

WEALTH ADVISOR

Sherwin Lesk is a CERTIFIED FINANCIAL PLANNER^TM (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* (2012-2022).

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).

*Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this material should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com displayed.