About Our Firm

Our Company

Dowling Consulting Services, Inc. and Dowling Legacy & Retirement serves Orland Park, IL and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Dowling Legacy & Retirement.

Dowling Legacy & Retirement provides investors custom-tailored strategies to meet short and long-term needs. Our goal at Dowling Legacy & Retirement is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

Our Team

Karen Prescia Dowling
CEO / President

Karen is CEO/President of Dowling Legacy & Retirement. She received her Bachelors in Accounting from Loras College in Dubuque, Iowa and her Masters in Business Administration (MBA) from the University of Nevada, Las Vegas. Karen is a Licensed Life & Health Insurance Agent and a Certified Estate Planner (CEP) specializing in Retirement Planning, Long Term Care & Legacy Planning. As an Investment Advisor for Chancellor Financial Services, Inc., her own Registered Investment Advisory Firm (RIA), Karen develops portfolio strategies based on her client’s risk tolerance & investment goals. With over 30 years as a Business Consultant and over 35 year as an Accountant, she has helped both small and  Fortune 500 companies increase production, streamline operations and improve their bottom line through budgeting and analyzing financial performance. Karen’s Certified Life Coach training has guided individuals through life transitions, both personally and financially. Whether your goal is to accumulate wealth, maximize social security benefits, acquire life insurance, set up a trust or retire with confidence, Karen is passionate about building plans that help organize client assets while protecting them for the next generation. She has co-authored a book, “A Guide To Getting Your House In Order”, with her husband, Ron. Primary & paramount is her mission to assist clients toward planning a retirement they have always dreamed of, one that will provide them peace of mind & financial freedom throughout their lifetime.

 

Ronald R. Dowling
Strategic Consultant

Ronald R. Dowling is a Strategic Consultant for Dowling Legacy & Retirement. He has been in the Insurance and Estate Planning industry for over 30 years.  As a Consultant, Certified Estate Planner (CEP) and Elder Care Specialist (ECS), Ron specializes in Estate, Medicaid and Retirement Planning.  He has been featured in Forbes Magazine for two consecutive years and has co-authored the book, “A Guide to Getting Your House in Order”, which addresses how to organize the financial and legal areas in your life that can give you the confidence to retire successfully and ensure your affairs will be  handled according your wishes. Ron holds educational seminars and workshops for corporations, private groups, local residents and organizations at many well-known restaurants around Chicago and the surrounding suburbs.  Ron has made it his mission to educate individuals on how to protect their assets and plan for a prosperous, stress free retirement. “I’m addicted to helping people. It’s about the satisfaction of helping people and building plans to protect people and their assets.”

 

Walter D. Nagle
Strategic Consultant

Walter D. Nagle has over thirty years of experience with insurance and financial services. Wally holds an insurance license as well as a securities license which allows him to diversify investment needs. He is also a trained life underwriter and has studied business insurance. Wally together with Ron speak at educational seminars and workshops around Chicago and the surrounding suburbs. Wally holds himself to the highest ethical standards and only provides services that he, himself, finds acceptable.

 

Walter D. Nagle is a Registered Representative of Ausdal Financial Partners, Inc. Ausdal Financial Partners, Inc. does not accept buy, sell or cancel orders by e-mail, or any instructions by e-mail that would require your signature. Information contained in this communication is not considered an official record of your account and does not supersede normal trade confirmations or statements. Any information provided has been prepared from sources believed to be reliable but does not represent all available data necessary for making investment decisions and is for informational purposes only. Securities offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC. 5187 Utica Ridge Rd., Davenport, IA 52807. 563-326-2064.

Check the background of this financial professional on FINRA’s BrokerCheck FINRA”S BrokerCheck 

Chancellor J. Lastra
Financial Advisor / Director of Marketing

Chancellor J. Lastra is a financial advisor and serves as the Director of Marketing for Dowling Legacy & Retirement. A licensed insurance agent, Chance is also sitting in for his Series 65 securities license. He earned his undergraduate degree from Arizona State University and his Masters from University of Nevada, Las Vegas. A born-and-raised Las Vegas native, Chance has a marketing & business background and experience in a variety of diverse industries. More recently, his experience in the sports & entertainment industry as a basketball coach for the Runnin’ Rebels of UNLV as well as the Dallas Mavericks in the NBA has played a pivotal role in the firm’s growth by helping to manage high-net worth clients’ and their families’ wealth.

 

Strategic Alliances

Richard I. Haber, C.P.A.

Richard I. Haber, CPA has over 40 years experience in the financial accounting and income tax areas. He began his career on the audit staff of Touche Ross & Co., a former Big Eight accounting firm. He works extensively with small businesses and individuals in the areas of tax planning and consulting and tax preparation. He represents taxpayers in front of the Internal Revenue Service and various state taxing authorities.

Steve Parise, Attorney at Law

Steve graduated from Grand Valley State University before getting his law degree from Thomas M. Cooley Law School in Grand Rapids, Michigan. After becoming licensed to practice law in Illinois, Steve earned a Master of Law from DePaul University College of Law in Chicago.

Steve focuses his practice on Estate Planning, Elder Law, and Real Estate.

Jerome J. Goergen, Attorney at Law

Jerry was admitted to practice before the Illinois bar in 1981 after obtaining his Juris Doctor degree from The John Marshall Law School in Chicago. Before law school, Jerry attended the University of Illinois-Chicago and earned a Bachelors Degree in each History and Political Science. Since starting his own practice in 1982, Jerry has developed a specialization in the area of elder law and estate planning.

Jerry regularly speaks at events throughout the Chicagoland area and teaches seniors and their families about various aspects of estate planning and how to protect their assets when applying for Medicaid assistance.

Nicholas P. Bathas, Attorney at Law

Nick received his undergraduate degree from the University of Notre Dame and received his Juris Doctor from Loyola University of Chicago School of Law. A native of Chicago, Nick has been a member of the Illinois Bar since 1988 and a member of the Federal Bar of the Northern District of Illinois since 1988. He is a member of the Chicago Bar Association, DuPage County Bar Association, Will County Bar Association, Notre Dame Club of Chicago, Notre Dame Club of Greater Dupage, Association of Certified Estate Planning Attorneys, National Care Planning Council and Illinois Elder Care Planning Council.

David R. Herzog, Attorney at Law

David R. Herzog is a 1975 graduate of the University of Illinois, College of Law. Mr. Herzog is licensed to practice before the Illinois Courts as well as the U.S. District Court and the Seventh Circuit Court of Appeals. He had been an adjunct professor of law at John Marshall Law School since 1976. Mr. Herzog has a wide spectrum of expertise in commercial matters, including estate planning. He has served on numerous committees of the Chicago Bar Association including the judicial evaluation committee and is a member of the American Bar Association, Illinois Bar Association, Commercial Law League and National Association of Bankruptcy Trustees. One of Mr. Herzog’s additional specialties is in the area of bankruptcy law where he serves as one of the members of the private panel of Bankruptcy Trustees for the Northern District of Illinois.