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 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.
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.
Management
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.
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...
Financial Professionals
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...
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.
Danielle was born and raised in Oshkosh, WI. She worked summers during her high school years for C.R. Meyer & Sons Construction Company.
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.
Tom has always lived in Chicago and the Southwest Suburbs. He graduated from Culver Military Academy in Indiana and Ripon College in Wisconsin.
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.
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...
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...
Tim was born and raised on the Southside of Chicago where he and his fiancée still reside today. He is a graduate of Brother Rice High School and St. Ambrose University. Tim joined the Chicago Fire Department in 2016 to fulfill...
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...
Though born in Chicago’s Western Suburbs where she also spent the first few years of her life, Emma’s family moved to Peotone, IL soon thereafter where she grew up on a horse farm and became an accomplished rider. Her...
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.
Operations & Client Services
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.
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...
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...
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...
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.
Pension & Benefit Services
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...