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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.


Leadership

Eric P. Burton

Managing Director, President, Investment Executive

(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, OSJ Branch Manager, Investment Executive

(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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Financial Professionals

Douglas Klimah

Special Projects Director, Investment Executive

708-444-1090

708-444-0868

Doug was born and raised on the Southside of Chicago near Midway Airport. He graduated from St. LaurenceHigh School in Burbank, IL and later from Triton College in River Grove, IL. Growing up in a Union household,Doug’s father...

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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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Danielle M. Burton

Investment Executive

(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 Executive

(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. 

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Brian J. Hacker

Investment Executive

708-444-1090

708-444-0868

Brian was born and raised on the Southside of Chicago and is the son of a Chicago fireman who was also a union carpenter. He attended St. Laurence High School and graduated college from St. Xavier University with a bachelor’s...

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Michelle was born and raised in south suburban Chicago.  She graduated from Lincoln-Way Central High School in New Lenox, IL and later from Purdue University in West Lafayette, IN.

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Reid T. Burton

Insurance Services Administrator, Investment Executive

(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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Daniel Lekki

Investment Executive

(708) 444-1090

708) 444-0868

Dan grew up in the Southwest Suburbs of Chicago, graduating from Victor J. Andrew High School in Tinley Park. He graduated from Loras College in Dubuque, Iowa where he played soccer and made many lifelong friendships. Dan spent the...

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P. Mark Deimling

Investment Executive

(708) 444-1090

(708) 444-0868

Mark was born and raised in Ohio and graduated from Kent State University. Since 1989, he has been providing financial services to his clients helping them achieve financial independence and security. Mark began his career at an...

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Logan Simios, CPA, CPFA

Investment Executive

(708) 444-1090

(708) 444-0868

Logan Simios was born and raised in the Chicagoland area. He and his wife live in the Northwest Suburbs and they have three children. Logan has been working as a financial and insurance professional since 2003. He and his team help...

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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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Operations

Lori A. Whittingham

Director of Operations & Advisor Services, Investment Executive

(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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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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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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Julie A. Pericht

Quality Assurance & Client Experience Liaison

(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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Vanessa Aldape

Client Services Associate

(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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Nicholas Corcoran

Client Services Associate

(708) 444-1090

708) 444-0868

Nick was born and raised in the Most Holy Redeemer Parish on the Southwest Side of Chicago. He graduated from Brother Rice High School where he played football and rugby. He went on to graduate from the University of Iowa’s Henry...

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Carrie L. Scornavacco

Pension & Benefit Services Administrator

(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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