Mark Stofan, CFP®
President
About Me
Mark began his investment industry career in 1986 with Stofan Agazzi & Company Inc. (now Stofan Agazzi Investments). He earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc. in 1992. Mark has been assisting clients with their investments and corporations with their retirement plans for 40 years.
Mark earned a Bachelor in Speech from Marquette University and holds Series 7, 24, and 63 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Active in the community, he is a member of the Plainfield Lions Club. Mark was previously on the board of trustees for Silver Cross Hospital, on the board of directors for the University of St. Francis, Joliet, as well as a previous board member and founder for the First Community Bank of Joliet.
George Stofan
Financial Advisor
About Me
George has more than 48 years of experience providing professional investment guidance. He began his career with Stofan Agazzi & Company Inc. (now Stofan Agazzi Investments) in 1978. George earned a Bachelor of Science in Marketing from Bradley University and holds Series 4, 7, 27, 53, and 63 securities licenses.
Outside the office, George is a board member of the Joliet Police Pension Fund and a member of the Joliet Exchange Club. He was the past president of Joliet Project Pride, the past president of the Joliet Softball Association, and a past board member of the Diocese of Joliet finance board.
Licenses
- Licensed to provide brokerage services only
Carroll Klotz
Financial Advisor
About Me
Carroll is a seasoned financial advisor with more than 35 years in the investment industry. Her experience includes marketing, rebranding, and operations at two Fortune 500 companies. She was employed by American Express Financial Advisors, now Ameriprise Financial, and Citicorp Investment Services before being recruited by Stofan Agazzi & Company Inc. (now Stofan Agazzi Investments.)
Carroll holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Active in the community, she is a member of the Joliet chamber of commerce, on the council for Working Women, a past board member of several local organizations, and the originator of the Tim Klotz Memorial Scholarship Fund, in memory of her late husband.
Throughout her career, Carroll has built strong relationships with her clients based on trust, integrity, and open communication.
Irene Celander
Financial Advisor
About Me
Irene began her investment industry career with Stofan Agazzi & Company Inc. (now Stofan Agazzi Investments) in 1990. She began working with her parents and two brothers at Stofan Agazzi & Company Inc. as a data entry analyst while working as a Registered Nurse and raising her family. She eventually became a full-time back office employee and then became a Financial Advisor in 1996. She has continued working with the back office, as well as assisting clients with their investment needs.
Irene earned a Nursing Diploma from the St. Joseph Hospital School of Nursing and holds Series 7 and 63 securities licenses.
Licenses
- Licensed to provide brokerage services only
Daniel Murphy
Financial Advisor
About Me
Dan began his career at the First National Bank of Joliet’s Trust Department in 1993 prior to joining Stofan Agazzi & Company Inc. (now Stofan Agazzi Investments) in 1996. Dan assists his clients with their investment needs and works with corporate retirement plans. In addition to helping his own clients, he handles deposits and disbursements for the office.
Daniel earned a Bachelor of Arts in Economics from Eastern Illinois University and holds Series 7 and 63 securities licenses.
Licenses
- Licensed to provide brokerage services only
Ron Lambert
Financial Advisor
About Me
After earning a Bachelor of Science in Finance from Illinois State University, Ron began his investment industry career in 1987 at Richard B. Vance & Co. in Joliet before joining Stofan Agazzi & Company Inc. in 1995. He also worked in the fire service, retiring as a Lieutenant in 2022 after 37 years with the Lemont Fire Protection District. Ron stays active in the fire community as a board member of the Lemont Fire Protection District pension fund and treasurer of the Lemont Firemen’s Association.
Ron holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Planning Your Financial Future Starts Today.
We believe planning is the most critical element to pursuing financial success. We operate under the philosophy that a well-developed, yet flexible plan is essential to providing an outstanding and relevant level of service to each and every client we serve.
Equitable Login
View your accounts, analyze investments, and access exclusive market updates, research, and more.
Connect with Us
We look forward to hearing from you and discussing your financial goals.
Retirement Questions That Have Nothing to Do With Money
Retirement Income and the Traditional Portfolio
Are You Ready for Your Portfolio to Make a Difference?
