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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.


Management

Lori A. Whittingham Derby

OSJ Branch Manager, Investment Executive

(708) 444-1090

(708) 444-0868

Douglas S. Klimah

Special Projects & Technology Director, Investment Executive

(708) 444-1090

(708) 444-0868

Financial Professionals

Ronald L. Bickel

Investment Executive

(708) 444-1090

(708) 444-0868

Danielle M. Burton

Investment Executive

(708) 444-1090

(708) 444-0868

Reid T. Burton

Insurance Services Administrator, Investment Executive

(708) 444-1090

(708) 444-0868

P. Mark Deimling

Investment Executive

(708) 444-1090

(708) 444-0868

Brian J. Hacker

Investment Executive

(708) 444-1090

(708) 444-0868

Timothy C. Holubik

Investment Executive

(708) 444-1090

(708) 444-0868

Daniel R. Lekki

Investment Executive

(708) 444-1090

(708) 444-0868

Emma M. Smith

Investment Executive

(708) 444-1090

(708) 444-0868

Operations & Client Services

Vanessa Aldape

Client Services Associate

(708) 444-1090

(708) 444-0868

Heather M. Cancino

Operations Coordinator

(708) 444-1090

(708) 444-0868

Nicholas C. Corcoran

Client Services Associate

(708) 444-1090

(708) 444-0868

Julie A. Pericht

Quality Assurance & Client Experience Liaison

(708) 444-1090

(708) 444-0868

Pension & Benefit Services

Jill C. Detampel

Pension & Benefit Services Coordinator

(708) 444-1090

(708) 444-0868

Kathleen M. Rascop

Pension & Benefit Services Coordinator

(708) 444-1090

(708) 444-0868

Michelle L. Ross

Pension & Benefit Services Coordinator

(708) 444-1090

(708) 444-0868

Sylvia Jones

Pension & Benefit Services Coordinator

(708) 444-1090

(708) 444-0868