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Downers Grove, Illinois

Private Wealth Management & Financial Planning in Downers Grove

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

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About the Downers Grove Team

Our Downers Grove team brings together a dynamic group of professionals, each with specific strengths and perspectives. Our team’s unique background and skills foster a collaborative environment where thoughtful ideas thrive. Together, we’re dedicated to building lasting relationships and delivering personalized solutions that make a meaningful difference in our clients’ lives.

Contact Downers Grove Team

1901 Butterfield Rd
Ste 1000
Downers Grove, IL 60515

(630) 545-2200

services offered

  • Comprehensive Wealth Management

  • Investments & Portfolio Management

  • Advanced Tax Strategy & Optimization

  • Estate, Legacy, & Wealth Transfer Guidance

  • Retirement & Cash Flow Planning

  • Risk Management & Insurance

  • Business Owner & Executive Services

  • Philanthropic Strategy & Charitable Giving

Recent Insights From Our Team

General Resources

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Meet your team

  • Alex Hoveln Wealth Advisor, Executive Director headshot

    Alex Hoveln

    MBA, CFP®, CPFA®

    Wealth Advisor, Executive Director

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  • Terence Kothe Wealth Advisor, Director headshot

    Terence Kothe

    Wealth Advisor, Director

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  • Daniel O'Brien Wealth Advisor, Executive Director headshot

    Daniel O'Brien

    Wealth Advisor, Executive Director

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  • Kimberly O'Brien Wealth Advisor, Director headshot

    Kimberly O'Brien

    CFP®

    Wealth Advisor, Director

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  • Thomas Olexa Wealth Advisor, Managing Director headshot

    Thomas Olexa

    CLU®, ChFC®, CFP®

    Wealth Advisor, Managing Director

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  • Evan Serwinski Wealth Advisor, Director headshot

    Evan Serwinski

    CFP®

    Wealth Advisor, Director

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  • Shannon Stevens Managing Director, Head of Office headshot

    Shannon Stevens

    JD

    Managing Director, Head of Office

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  • Jill Ward Wealth Advisor, Executive Director headshot

    Jill Ward

    CFP®, CTFA

    Wealth Advisor, Executive Director

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  • Kevin Rice Portfolio Manager headshot

    Kevin Rice

    Portfolio Manager

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  • Alana Becker Client Service Associate headshot

    Alana Becker

    Client Service Associate

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  • Jenni Engstrom Senior Client Service Associate headshot

    Jenni Engstrom

    FPQP®

    Senior Client Service Associate

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  • Ninah Hebert Director, Client Services headshot

    Ninah Hebert

    Director, Client Services

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  • Anna Jarusan Client Service Manager headshot

    Anna Jarusan

    Client Service Manager

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  • Bronson Wittkamp Client Service Associate headshot

    Bronson Wittkamp

    Client Service Associate

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  • Michael Wrocenski Client Service Associate headshot

    Michael Wrocenski

    Client Service Associate

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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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