Karen DaleoWealth Management Officer/Regional Trust Tax Manager

Address

230 West State Street
Sycamore, Illinois 60178
US

Phone

About Karen Daleo

Year Joined First Midwest

2000

Licenses/Accreditations

CFP® (Certified Financail Planner) , CTFA (Certified Trust Financial Advisor)

College Attended

Northern Illinois University, Bachelors DePaul University, Masters

Community Involvement

Board Member Pay It Forward House

Areas Served

Northern Illinois

Karen has 30+ years of tax experience currently working with all areas of taxation for the trust department including tax planning for life and post-death. With 20 years experience in financial services she is also responsible for administering personal trusts, irrevocable trusts, charitable trusts, Donor Advised Funds, invesment accounts and individual retirement accounts.
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