Simply put, Michael does financial planning for financial people. He works primarily with clients in financial services, capital markets, and real estate. Michael is also the Heritage Planning Partners Business Planning Specialist.
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 learn the fundamentals of the financial security business, and joined Northwestern Mutual in 2003. Michael holds the Certified Financial Planner (CFP ®) certification, the Chartered Life Underwriter (CLU®) designation, and most recently became a Wealth Management Certified Professional (WMCP®)
Michael and his wife, Genevieve, were married in 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.
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.
Ben grew up in Pittsburgh, PA and attended the University of Notre Dame. Ben joined Northwestern Mutual in 2001. He holds the Certified Financial Planner™ (CFP®) certification and the Chartered Life Underwriter (CLU®) designation. He specializes in working with business owners, financial services professionals, and executives.
Ben lives in LaGrange Park and is married to Bridget. They have two daughters, Molly and Anna.
Adam helps physicians and dentists plan for themselves and their families. Adam also works with people going through major life transitions such as the stress of a divorce or those preparing for retirement. He believes that a genuine partnership with integrity and trust is the key to a successful planning relationship.
Adam 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 resides in Deerfield Illinois where he grew up. He is married to his high school sweetheart Jodie and they have three children, Allie, Taylor, and Jordan.
Kathy started her career with Northwestern Mutual in 1999, and since then she has worked in many capacities in financial services. After a time away, Kathy rejoined Northwestern Mutual in 2018 at Heritage Planning Partners. She holds a Life and Health Insurance license in Illinois and her Series 7 License.
Kathy helps our clients through their application process and can answer questions about your insurance and investment policies.
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.
Justin graduated in 2014 from Trinity Christian College with a BS in Finance. Previously he worked as an Investment Analyst for the Northwestern Mutual-Chicago office for 4 years before joining Heritage Planning Partners in 2019. Justin holds his Series 7, 63, Life and Health Licenses.
Justin helps develop investment strategies, manage client portfolios, and assists in building financial plans.
Michele joined Heritage Planning Partners in 2019 as the Director of Operations. Michele has worked in the Insurance and Finance industry for over 20 years. She has proven her ability to build strong, collaborative, productive operational teams, that deliver the highest level of service to clients. Michele believes happy team members equal happy clients.