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Team

As you prepare for retirement, it is essential that you have professional financial guidance in order to pursue your specific goals. Our staff is dedicated to holistically navigate you through all financial phases of life.

Our team of financial professionals can help you address:

  • Your pensions and benefits
  • Your defined contribution plan
  • Your health and welfare benefits

We can also help with:

  • Allocation of retirement funds
  • Integration of outside investments
  • Retirement investing and distribution strategies

The financial world is a risky and complex environment. Our experienced professionals specialize in creating an approach that is designed to address your individual situation, so you don’t have to face it alone.

 

Eric P. Burton

Managing Director, President

(708) 444-1090

(708) 444-0868

Eric grew up in the Southwest Suburbs of Chicago and graduated from Marist High School on Chicago’s Southside. He is a graduate of Illinois Wesleyan University in Bloomington, IL.

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Ronald L. Whittingham

Managing Director, LPL Branch Office Manager

(708) 444-1090

(708) 444-0868

Ron was born and raised in the Most Holy Redeemer Parish in Evergreen Park, IL just south of Chicago. For the past 65+ years, the name Whittingham has been well known on the Southside for their family business, Whittingham Meats.

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Thomas W. Burton, RICP®

Director, Comprehensive Services Division

(708) 444-1090

(708) 444-0868

Tom has always lived in Chicago and the Southwest Suburbs. He graduated from Culver Military Academy in Indiana and Ripon College in Wisconsin.

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Douglas S. Klimah

Investment Officer, Special Projects Director

(708) 444-1090

(708) 444-0868

Doug was born and raised on the Southside of Chicago near Midway Airport. He graduated from St. Laurence High School in Burbank, IL and later from Triton College in River Grove, IL.

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Danielle M. Burton

Director, Comprehensive Services Division

(708) 444-1090

(708) 444-0868

Danielle was born and raised in Oshkosh, WI. She worked summers during her high school years for C.R. Meyer & Sons Construction Company.

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Ronald L. Bickel

Investment Officer

(708) 444-1090

(708) 444-0868

Ron has been a lifelong resident of Northwest Indiana, where his father was a Union Steel Mill Electrician. Ron graduated from Andrean High School in Merrillville, IN where he was a varsity letterman in football and golf. He continued...

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Tom Borsellino is a product of Chicago’s southwest suburbs. He graduated from St. Laurence High School and plunged straight into the financial industry and he’s never looked back. He’s been working in the industry for over 30 years now...

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Vanessa Aldape

Investment Officer

(708) 444-1090

(708) 444-0868

Though born in Chicago, at age four Vanessa and her family moved to Mexico where she was immersed in Mexico’s rich culture and heritage and attended elementary school for several years, mastering the Spanish language. 

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Lori A. Whittingham

Director of Operations & Advisor Services, Executive Manager

(708) 444-1090

(708) 444-0868

A lifelong Southsider, Lori grew up in Evergreen Park and graduated from Mother McAuley High School. It was her childhood years at Most Holy Redeemer School that prompted her to pursue a career in teaching though.

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Reid T. Burton

Insurance Relations Director

(708) 444-1090

(708) 444-0868

Reid was born and raised in the Southwest Suburbs of Chicago. He graduated from Marist High School on Chicago’s Southside and went on to study Business and Economics at Ripon College in Wisconsin.

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Adeline McElree

Processing Director

(708) 444-1090

(708) 444-0868

Adeline grew up in Palos Park, IL and graduated from Carl Sandburg High School. After high school, she graduated from Fox College in Oak Lawn to pursue a career in the Administrative Field. While working at a management consulting firm...

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Jamie M. Beniac

Client Services Associate

(708) 444-1090

(708) 444-0868

Jamie comes to us from nearby Frankfort, IL where she was born, raised and attended Lincoln Way North High School. She’s a graduate of Roosevelt University in Chicago where she received her Bachelor’s Degree in Finance. While at...

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Carrie L. Scornavacco

Pension & Benefit Services Director

(708) 444-1090

(708) 444-0868

Carrie grew up in Chicago’s West Suburbs and graduated from Lyons Township High School in Western Springs, IL.

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Kathleen M. Rascop

Pension & Benefit Services Coordinator

(708) 444-1090

(708) 444-0868

Katie spent her childhood years in Oak Lawn, IL just southwest of Chicago and graduated from Mother McAuley High School on Chicago’s Southside. Living in Frankfort, IL, she is happy to call her household a Union household.

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Michelle L. Ross

Pension & Benefit Services Coordinator

708-444-1090

708-444-0868

Born and raised in a working class household, Michelle was raised in Tinley Park, IL, a Southwest Suburb of Chicago. She graduated from Victor J. Andrew High School, also in Tinley Park, and later from Triton College in River Grove, IL...

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Heather M. Cancino

Operations Coordinator

708-444-1090

708-444-0868

Heather grew up in Bridgeview, IL, just southwest of Chicago. Her father is a firefighter, having served districts in Bedford Park and Justice prior working his way up to Deputy Chief in Schaumburg where he presently serves. As a child...

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Julie A. Pericht

Guest Relations Coordinator

(708) 444-1090

(708) 444-0868

Julie is from a blue-collar family in the southwest suburb of Palos Park, IL and is a graduate of Carl Sandburg High School in Orland Park where she and her family currently reside.

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Denny grew up on the Southwest side of Chicago and graduated from Bogan High School and Illinois State University. Before embarking on a 30-year financial services career, he was a Member of the International Brotherhood of Teamsters...

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Robert G. Stapleton, CPA

Investment Officer, Director

(708) 444-1090

(708) 444-0868

Born on the Southwest Side of Chicago and raised in the St. Bede the Venerable Parish, and later the Village of Oak Lawn just outside the Chicago city limits, Bob now calls Orland Park, IL home.

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