Our Team

Thomas Hurt, MBA, EA, CFP

Beginning in 1971, Tom and his wife (Mary) started their tax preparation business. Since then Tom has been eager to learn as he achieved the status of Enrolled Agent (EA) in 1982, became a registered securities broker in 1986 and obtained the Certified Financial Planner (CFP) designation in 1990. He is currently active in working within the Tax/Accounting, Financial Planning and Insurance divisions of our practice. An Enrolled Agent is a federally-licensed tax specialist who prepares tax returns for individuals, corporations, partnerships, trusts, estates and other tax-reporting organizations. As an EA, Tom is authorized to advise and represent taxpayers on appeals, collections, and audits on behalf of his clients. The CFP designation is used to identify a select group of financial planners who have met the rigorous educational, experience, and ethical standards established by the International Board of Standards and Practices for Certified Financial Planners, Inc. Tom received his undergraduate degree from Augustana College in 1964 and later received his MBA from Northwestern University in 1969. In addition to managing his private practice, Tom was the Fiscal Administrator of a Health and Welfare Pension fund that accumulated over $200 million dollars in assets until he retired from this position back in 2001. 

Tom strongly believes in the cornerstones of investment planning. He says, "You need to look at the entire picture for each client's financial situation before structuring a plan to help them meet their goals.  Time is the most important ingredient in your finanical future." In his free time, Tom enjoys spending time with his family and friends and traveling around the world (particularly by train). He is also an accomplished and avid bridge player who devotes time to mentoring newer players to the game.

 

Karen Hurt Mahan, CRPS

Since early 2009, Karen has brought a distinctive group of wealth management experiences to our team. She began her career as an advisor at Morgan Stanley where she was part of a four person select team that specialized in corporate sponsored retirement plans. She continued in financial services at DWS Investments as a Retirement Plan Specialist where she chose mutual funds to be included in 401(K) plans presented by advisors to corporate clients. Later she was promoted to Regional Vice President in the Retirement Services Division where she developed a holistic approach when working with clients. She became a registered securities broker in 2005, a licensed Insurance Producer in 2006 and a Chartered Retirement Plan Specialist (CRPS) in 2012. She is currently active in working within the Financial Planning and Insurance divisions of our practice. In 2004, Karen became a graduate with distinction from the University of Wisconsin.  

Karen believes that accumulation of assets, risk management, and lifetime income all have to be considered when looking at financial goals. She emphasizes, "You have to care about yourselves as much as we care about you. You have to care about your money...because in the end it is your money that is going to carry you when you can no longer carry yourself.  Be the master of your own financial destiny!" In her free time, Karen enjoys spending time with her family and friends, exercising, reading and traveling. She also enjoys being a certified Jazzercise instructor in Glen Ellyn. 

 

James A. Mahan, Jr., EA

Since 2010, James (Jim) has brought considerable expertise and a fresh perspective from his previous work as a Senior Vice President of Sales with Insurance Review Service, Inc. He has been a licensed Insurance Producer since 2010 and he achieved the status of Enrolled Agent (EA) in 2014. He is currently active in working within the Tax/Accounting and Insurance divisions of our practice. Jim received his undergraduate degree from Illinois State University in 2007. He is a certified QuickBooks user and, as such, has the ability to train others in the use of this popular accounting software tool. He also offers comprehensive strategies for various insurance needs. He is licensed to sell Disability, Health (including Medicare Supplement, Medicare RX Part D, and Medicare Advantage Part C), Life and Long-Term Care Insurance plans. As an independent licensed insurance agent he is able to work with any carrier the client wishes to work with.

Jim is particularly skillful in analyzing specific needs, proposing strategies and following services through to completion. He is dedicated to helping all clients prosper in their everyday lives and particularly enjoys explaining the many intricacies of Medicare and Social Security planning. He says, "We not only need to help our clients in building a nest egg, but it is also essential to assist with achieving a seamless transition into retirement." In reference to a group meeting with a client Jim says, "If you asked most college students whether they'd rather borrow money for tuition now or have their parents live with them for the last 15 years of their life, I'm guessing most would prefer to take out the loans. I'm guessing most parents would say the same." In his leisure time, Jim enjoys spending time with his family and friends, music, playing and watching sports and traveling.  He also enjoys his role as the treasurer of his Homeowner's Association in Glen Ellyn.