Our Team

Eric Wurtel  President, CPA, Financial Adviser Eric Wurtel has over 20 years experience as an independent CPA/tax advisor and over 17 years of financial services experience. Eric graduated from Northwestern University Kellogg Graduate School of Management, receiving a Masters of Management degree. His undergraduate is from DePaul University earning a Bachelors of Science degree majoring in both Accounting and Finance. Eric holds investment licenses in Illinois, California, Florida and Texas. He also holds insurance licenses in Illinois, Florida and Texas. Prior to founding Eric Wurtel and Associates, Inc. he was an Assistant Controller for a Fortune 500 Health Care Company. Eric was also an Accounting instructor in the Graduate Program for DePaul University.  Eric an avid baseball fan, he also enjoys travel and movies.

Marie (Meme) Wurtel  Vice-President, CPA, Registered Client Services Associate Meme Wurtel has over 20 years experience as an independent CPA/tax advisor and over 6 years of financial services experience. Meme graduated from DePaul University earning a Bachelors of Science degree. Meme holds investment and insurance licenses in Illinois. Prior to co-founding Eric Wurtel and Associates, Inc. she was a Finance Manager for a Fortune 500 Health Care Company. Meme is an avid reader of mysteries, she also enjoys travel, baseball and movies.