About Us

About Cruz Tax Advisory

Cruz Tax Advisory’s mission is to advise clients with IRAs, 401ks, TSA’s and any other qualified assets using training and strategies of Ed Slott, CPA & Company . Our primary expertise include tax reduction, IRA distributions, Roth IRA's and Roth Conversions.

Rey,  CFP®,CSA, is the owner of Cruz Tax Advisory, LLC. He has over 25 years experience in the financial services industry and holds a Bachelors of Arts degree from Aurora University in Aurora, Illinois.

Rey has received several community awards and has been published and quoted in The Beacon News.

To schedule a time to discuss your IRA tax situation, contact us by clicking here or call us at
630-897-0333 ext. 233.