Karen DaleoWealth Management Officer/Regional Trust Tax Manager

Address
Phone
Email
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
LinkedIn Page
https://www.linkedin.com/in/karendaleo/First Midwest Services
Whether you are expanding your business or supporting cash flow needs, First Midwest has loan options to help you achieve your financing goals.
Learn MoreWe provide individualized service for successful entrepreneurs and business owners, legal professionals, corporate executives, private investors, and individuals with inherited or retirement wealth.
Learn MoreFirst Midwest bank offers appropriate mortgage options to help you achieve your purchase or refinance goals.
Learn More
You Have Plans. We Have Ideas™.
You want to develop an investment strategy that fits your lifestyle. How do you get started? Are you prepared to navigate upcoming economic fluctuations? Or, the passage of new governmental policies? We have ideas. We can help turn your plans into reality.
Learn More