Karen Daleo

Karen Daleo

Vice President – Regional Trust Tax Manager

Karen J. Daleo, Vice President and Regional Trust Tax Manager, joined the Wealth Management Division of First Midwest Bank in the spring of 2016 after spending over 15 years at NB&T. Karen has over 30 years of tax experience currently working with all areas of taxation for the trust department including tax planning for life and post-death. With 15 years' experience in financial services she is also responsible for administering personal trusts, irrevocable trusts, charitable trusts, Donor Advised Funds, investment accounts and individual retirement accounts.

Karen is a CERTIFIED FINANCIAL PLANNER professional, a Certified Trust Financial Advisor (CTFA) and has completed the Cannon Financial Institute's Trust Tax School. Karen received her Bachelor of Science degree from Northern Illinois University and a Master of Science degree in Taxation from DePaul University.

Karen has been involved with Opportunity House, a local assisted living Organization, the Meridian Consolidated Unit District #223 PTO, and the Monroe Center Youth Baseball League.

Call 779.222.7011 to get connected to Karen today.
Send an Email to Karen

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