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