We are a diverse group of dedicated, talented professionals who believe that our clients deserve more than what the industry has given them. In a culture based on relentless innovation, business as usual just doesn’t cut it.
At the end of the day, it’s all about giving clients something that they’re not used to experiencing in the financial industry – an empowering, transparent process that puts them first.
Our dynamic team includes 13 CFPs, four CFAs, two CPAs, one Chartered Alternatives Investment Analyst (CAIA), one Retirement Income Certified Professional (RICP) and three MBAs. We also employ a group of professionals to support the technological, marketing and trading operations of our company.
To learn more about each team member, click on the photos below.
- Maureen Wright, CFP® Featured on The Living With Money PodcastDecember 9, 2019 - 3:25 pm
- Maureen Wright, CFP® Talks About Holiday Spending in The Golden Girl BlogNovember 22, 2019 - 1:57 pm
- Phil Huber, CFA, CFP® Quoted in Barron’s Article About Using Dividend Stocks to Generate IncomeNovember 21, 2019 - 10:54 am
475 Half Day Road, Suite 210
Lincolnshire, IL 60069
200 W. Madison Street,
Chicago, IL 60606
Phone: (847) 541-6888
Fax: (888) 774-8237