Aristotle Markis, CPA, CFP™

Phone:

(312) 664-4090

There are few things in life that motivate me more than building relationships and finding solutions to problems. I believe that is what has led me to The Planning Center. My career has included public accounting, tax advising, financial planning, and entrepreneurship. I have worked for companies such as the Chicago Board of Trade, ING Futures Options, and Merrill Lynch, prior to creating, operating, and selling an accounting and financial advisory firm. The tax team here is highly collaborative and works diligently with our planners to find the most tax efficient solutions for our clients. I am grateful to be part of this team, and I look forward to working with you!

“You will never do anything in this world without courage. It is the greatest quality of the mind next to honor.” [Aristotle]

I would say that I am an adventurous person. I love experiencing new things and new places. There are not may things that scare me, and I will try anything once. But, most of all, I love spending time with my wife and my daughters. It could be hanging out on the couch watching a movie or traveling around the world. For me, it doesn’t matter where I am, as long as I am around the people that I love.

Certifications

Education:Bachelor of Science, Accounting – Northern Illinois University

Memberships: American Institute of Certified Public Accountants, Illinois CPA Society, Financial Planning Association

What inspires me:
My wife Renee – Her drive, determination and her kind soul inspire me to do great things.

My life’s biggest milestone:
Becoming a father

My favorite thing(s):
Cars & Travel

Favorite destination:
Greece

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Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.