Providing financial clarity across the nation and in your local area.

Buffalo Grove, Illinois

Private Wealth Management & Financial Planning in Buffalo Grove

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local knowledge. all in-house.

About the Buffalo Grove Team

Each member of our Buffalo Grove team brings a different perspective, skills, and creativity to the table, fostering a collaborative environment where thoughtful ideas flourish. We value teamwork and professionalism to help ensure that we deliver quality advice to our clients.

Contact Buffalo Grove Team

1130 W Lake Cook Rd
Ste 300
Buffalo Grove, IL 60089

(847) 520-0999

services offered

  • Comprehensive wealth management

  • Investment management

  • Tax Planning

  • Trusts & Estate Planning

  • Financial Planning

  • Retirement Planning

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Meet your team

  • Michael Drennen Managing Director, Head of Office headshot

    Michael Drennen

    Managing Director, Head of Office

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  • Deborah Feldman Senior Wealth Advisor headshot

    Deborah Feldman

    CFP®

    Senior Wealth Advisor

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  • Michael Leonetti Senior Wealth Advisor headshot

    Michael Leonetti

    CFP®, CFS®, AIF®, CBDA®

    Senior Wealth Advisor

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  • Sherwin Lesk Wealth Advisor headshot

    Sherwin Lesk

    CFP®, J.D., LL.M.

    Wealth Advisor

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  • Robin Stone Wealth Advisor headshot

    Robin Stone

    CFP®

    Wealth Advisor

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  • Melissa Lazar Wealth Advisor headshot

    Melissa Lazar

    FPQP®, CFS®

    Wealth Advisor

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  • Deborah Javurek Senior Client Service Manager headshot

    Deborah Javurek

    FPQP®

    Senior Client Service Manager

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  • Gail Smoy Client Service Representative headshot

    Gail Smoy

    Client Service Representative

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  • Rita Timokhin Client Service Manager headshot

    Rita Timokhin

    Client Service Manager

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Request a meeting

Once we receive your inquiry, a team member will be in touch to set up your complimentary, no-obligation consultation within one business day.

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