Chicago, Illinois

Private Wealth Management & Financial Planning in Chicago

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

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About the Chicago Team

Each member of our Chicago 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.

services offered

  • Comprehensive wealth management

  • Investment management

  • Tax Planning

  • Trusts & Estate Planning

  • Financial Planning

  • Retirement Planning

Recent Thought Leadership

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Meet your team

  • Jorge Alvarado Senior Trading Manager headshot

    Jorge Alvarado

    CFA

    Senior Trading Manager

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  • Julian Bell Wealth Advisor, Director headshot

    Julian Bell

    CFP®

    Wealth Advisor, Director

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  • Steven Billimack Wealth Advisor, Managing Director headshot

    Steven Billimack

    CAIA®

    Wealth Advisor, Managing Director

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  • Susan Bolt Senior Client Service Associate headshot

    Susan Bolt

    Senior Client Service Associate

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  • Ben Brecht Associate headshot

    Ben Brecht

    Associate

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  • Susan Carpenter Senior ParaPlanner headshot

    Susan Carpenter

    Senior ParaPlanner

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  • Colleen Dwyer Wealth Advisor, Managing Director headshot

    Colleen Dwyer

    CFP®

    Wealth Advisor, Managing Director

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  • Luke Hartke Associate headshot

    Luke Hartke

    Associate

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  • Miles Johnson Wealth Advisor, Director headshot

    Miles Johnson

    CFP®

    Wealth Advisor, Director

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  • Dana Klausler Senior Client Service Associate headshot

    Dana Klausler

    Senior Client Service Associate

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  • Lorena Lopez Client Experience Associate headshot

    Lorena Lopez

    Client Experience Associate

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  • Michael McCabe Wealth Advisor, Executive Director headshot

    Michael McCabe

    CFP®, CPC

    Wealth Advisor, Executive Director

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  • Matthew McKibben Associate Wealth Advisor headshot

    Matthew McKibben

    Associate Wealth Advisor

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  • Michael Merdinger Wealth Advisor, Executive Director headshot

    Michael Merdinger

    Wealth Advisor, Executive Director

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  • Steven Merdinger Wealth Advisor, Managing Director headshot

    Steven Merdinger

    CFP®, CHFC®

    Wealth Advisor, Managing Director

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  • Stephanie Nanney Wealth Advisor, Managing Director headshot

    Stephanie Nanney

    CFP®, CPFA®

    Wealth Advisor, Managing Director

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  • Delaney Orozco Wealth Advisor, Managing Director headshot

    Delaney Orozco

    CFP®

    Wealth Advisor, Managing Director

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  • Matthew Parenti Wealth Advisor, Managing Director headshot

    Matthew Parenti

    CFP®, MSF

    Wealth Advisor, Managing Director

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  • Stephanie Pellati Senior Client Service Manager headshot

    Stephanie Pellati

    Senior Client Service Manager

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  • Evan Perlow Associate headshot

    Evan Perlow

    Associate

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  • Randy Porzel Wealth Advisor, Managing Director headshot

    Randy Porzel

    CFP®, RICP®

    Wealth Advisor, Managing Director

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  • Sean Prendergast Wealth Advisor, Director headshot

    Sean Prendergast

    Wealth Advisor, Director

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  • Nicole Romito Wealth Advisor, Managing Director headshot

    Nicole Romito

    CFP®, CDFA

    Wealth Advisor, Managing Director

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  • Jessica Salemy Associate Wealth Advisor headshot

    Jessica Salemy

    CFP®, CFA®, FRM®

    Associate Wealth Advisor

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  • Debra Stepanek Senior Client Service Manager headshot

    Debra Stepanek

    Senior Client Service Manager

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  • Jeffrey Toner Wealth Advisor, Managing Director headshot

    Jeffrey Toner

    CHFC®, RICP®

    Wealth Advisor, Managing Director

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  • Ann Marie Trepkowski Associate Wealth Advisor headshot

    Ann Marie Trepkowski

    Associate Wealth Advisor

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  • Jim Weil Managing Director, Office Leader, Senior Advisor Board HTSW headshot

    Jim Weil

    CFP®, CIMA®, CHFC®

    Managing Director, Office Leader, Senior Advisor Board HTSW

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  • Gregory Williams Wealth Advisor, Managing Director headshot

    Gregory Williams

    CFP®

    Wealth Advisor, Managing Director

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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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