Meet Your Team


Here to Serve You for Generations to Come

Here at Heritage Planning Partners, you’re served by a diverse team of professionals with different skills, knowledge, and areas of expertise —all working together on your behalf. We have intentionally built a multi-generational practice so you can rest assured that you and your family are being cared for now and in the future.

HPP Team on stairs

 

Partners

Michael D'Aquila , CFP®, CPWA®, WMCP®, CLU®

Partner and Private Wealth Advisor

Office 312-641-8918


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Benjamin Voigt , CFP®, CLU®, RICP®, CPWA®

Partner and Private Wealth Advisor

Office 312-641-8994


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Adam Waitzman , CLU®

Partner and Private Wealth Advisor

Office 312-251-3791


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Advisory Team

Adam Abbas

Financial Representative Assistant

Office 312-641-8900


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Kathryn Howes

Associate Financial Representative

Office 312-641-8596


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Alicia Rieck

Associate Financial Representative

Office 312-641-8900


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Brian Dexl

Associate Financial Representative

Office 312-641-8900


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Operations Team

Michele Reuter

Director of Operations

Office 312-641-8900


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Grace Pennacchi

Operations Manager

Office 312-641-8979


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Noreen Presbitero

Operations Specialist

Office 312-443-7394


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Dan Barrett

Operations Specialist

Office 847-361-2710


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Patti Grella

Executive Assistant

Office 312-641-8900


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Melissa Waitzman

Executive Assistant

Office 312-641-8947


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Planning & Wealth Management

Michael Ferak , CFP®, WMCP®

Financial Planning Coordinator

Office 312-443-7389


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Justin Meyer

Private Wealth Analyst

Office 312-781-2737


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