Our Team

 

Partners

Michael D'Aquila , CFP®, CLU®, WMCP®

Partner

Office 312-641-8918


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Benjamin Voigt , CFP®, CLU®, RICP®

Partner

Office 312-641-8994


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Adam Waitzman , CLU®

Partner

Office 312-251-3791


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Financial Advisory Services

Jenny Pliester

Associate Wealth Management Advisor

Office 312-641-8952


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Kathryn Howes

Associate Financial Representative

Office 312-641-8596


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Grace Pennacchi

Associate Financial Representative

Office 312-641-8979


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Planning & Wealth Managment

Michael Ferak , CFP®

Financial Planning Coordinator

Office 312-443-7389


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Justin R Meyer

Research Analyst

Office 312-781-2737


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Operations

Michele Reuter

Director of Operations

Office 312-641-8900


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Noreen Presbitero

Operations Specialist

Office 312-443-7394


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Melissa Waitzman

Executive Assistant

Office 312-641-8947


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Client Engagement

Kathryn Hickman

Marketing Manager

Office 312-641-8594


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