Michael D'Aquila started his practice while he was still attending Loyola University Chicago as a College Financial Representative. While finishing his degree in Finance, Michael had the opportunity to grow his practice and joined Northwestern Mutual in 2003. Michael holds the CERTIFIED FINANCIAL PLANNER™ (CFP ®) certification and the Chartered Life Underwriter (CLU®) designation.
Simply put, Michael does financial planning for financial people. He works primarily with clients in financial services, capital markers, and real estate. Michael is also Heritage Planning Partners Business Planning Specialist. Along with Benjamin Voigt and Adam Waitzman, he is a founding member of Heritage Planning Partners.
Michael and his wife, Genevieve, were married October 2007 in his home town of New Orleans, Louisiana. They reside in West Town where they are raising their two daughters, Lucia and Mariana. Outside of the office, he enjoys running, playing hockey, and spending time with his family.
Ben grew up in Pittsburgh, PA and attended University of Notre Dame. After graduating he began working as a consultant at Accenture and joined Northwestern Mutual in 2001. Ben holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Chartered Life Underwriter (CLU®) designation. Ben believes that the most important part of financial planning is removing the fear and anxiety that people have about money. He specializes in working with retirees and pre-retirees as well as people in consulting and private equity. Along with Michael D’Aquila and Adam Waitzman he is a founding member of Heritage Planning Partners.
Ben has been married to his wife, Bridget, since 2001, and they have two young daughters, Molly and Anna. Ben is active in the La Grange Park neighborhood, as well as within St. Francis Xavier Church. He is a dedicated Notre Dame Football fan.
Adam Waitzman graduated from The University of Illinois Chicago with a degree in Finance and Entrepreneurship and joined Northwestern Mutual in 2002. He has also earned the professional designation of Chartered Life Underwriter (CLU®).
Adam helps physicians and dentists plan for themselves and their families. Adam also works with people going through the stress of a divorce to ensure they secure financial peace of mind. Along with Michael D’Aquila and Benjamin Voigt, he is a founding member of Heritage Planning Partners.
Adam is married to his high school sweetheart Jodie, and together they have three children; Allie, Taylor and Jordan. He is originally from Deerfield IL, where he currently resides. Adam enjoys spending his free time with family and friends and playing golf.
Carrie is the newest member of our team and has over 15 years of finance experience. She holds a Bachelor of Science in Finance from the University of Illinois Urbana/Champaign and an MBA in Finance and Entrepreneurship from Vanderbilt University. She began her career in the finance development program at Grainger, Inc. in Lake Forest, Illinois. After finishing her MBA at Vanderbilt, she joined the MBA Leadership program at Bank of America where she worked for 10 years before joining Northwestern Mutual.
Carrie is passionate about helping to give clients a sound financial future by creating them a well-organized plan to help them reach their goals. She enjoys working with growing families and specializes in planning for small businesses. Away from the office Carrie volunteers as a family ambassador at Ronald McDonald House, plays indoor and beach volleyball, and tries new restaurants around Chicago with her dinner club.
Eric holds a degree in Finance from Illinois State University. He began his career Northwestern Mutual 2015 and is a former Financial Advisor who joined HPP to help run our Planning Department. Eric holds his Series 7, 6, 63, and Life and Health license.
Eric customizes financial plans and can help answer any questions you may have about your plan.
Mike graduated in 2012 from the University of Illinois, Urbana/Champaign with a BS in Financial Planning. He participated in Northwestern Mutual’s college internship program and joined Heritage Planning Partners in 2017 as a Financial Planning Coordinator.
Mike customizes financial plans and can help answer any questions you may have about your plan.
Julie has over 25 years of experience in the financial services industry. She began her career with Northwestern Mutual in 1993. She holds her Series 6 and 63, Illinois Life and Health, and Long-Term Care licenses.
Julie helps our clients through their application process and can answer questions about your insurance and investment policies.
Frances graduated in 2016 from Florida International University with a Bachelor of Science in Public Relations. She moved to Chicago from Miami and joined Heritage Planning Partners in 2018 as our Marketing Coordinator.