• 500 West Madison Street, Suite 2700
    Chicago, IL 60661
  • Phone: (312)-630-0800
  • Fax: (312)-630-0833
 
 
 

Partners

 

 

Jordan C. Berger, CPA, J.D.

Partner, Schwartz Benefit Services, Inc.

phone: 312.683.7155
email: jberger@schwartzbrothers.com

Jordan “Jordy” C. Berger, Partner, brings over 40 years of experience to Schwartz Benefit Services where he specializes in providing insurance solutions to individuals, families and businesses in the areas of estate planning, succession planning, wealth transfer and executive benefits.   Jordy spent the majority of his career as a tax partner at Altschuler, Melvoin and Glasser LLP which was acquired by American Express Tax and Business Services Inc in 1999, which later was acquired by RSM McGladrey. Prior to joining Schwartz Benefit Services, Jordy was a managing director with RSM McGladrey. Accountants, attorneys and insurance executives throughout the country have relied on Jordy’s expertise and experience to preserve the wealth of their clients.

 
Upon graduating from Northwestern University School of Law in 1969 with a J.D. degree, Jordy worked as an attorney and group manager in the Chicago office of the Internal Revenue Service Estate and Gift Tax Examination Division.
 
He is a member of the American Institute of Certified Public Accountants, Illinois Bar Association, Illinois Institute of Certified Public Accountants, Chicago Bar Association, Chicago Estate Planning Council (past president), Chicago Symphony Orchestra Planned Giving Council and CJE SeniorLife Board of Directors. Jordy is a frequent speaker on estate planning and insurance related topics as well as authoring numerous articles.