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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

Co-Chief Executive Officer, President, Investment Executive

(708) 444-1090

(708) 444-0868

Ronald L. Whittingham

Co-Chief Executive Officer, Investment Executive

(708) 444-1090

(708) 444-0868

Management

Lori A. Whittingham Derby

OSJ Branch Manager, Managing Director, Investment Executive

(708) 444-1090

(708) 444-0868

Douglas S. Klimah

Managing Director, Investment Executive

(708) 444-1090

(708) 444-0868

Investment Executives

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

Timothy K. Winters

Investment Executive

(708) 444-1090

(708) 444-0868

Client Services

Vanessa Aldape

Investment Assistant

(708) 444-1090

(708) 444-0868

Jill C. Detampel

Client Services Associate

(708) 444-1090

(708) 444-0868

Emma M. Smith

Investment Assistant

(708) 444-1090

(708) 444-0868

Heather M. Cancino

Client Services Associate

(708) 444-1090

(708) 444-0868

Joseph Guarascio

Client Services Associate

(708) 444-1090

(708) 444-0868

Matthew Delestowicz

Client Services Associate

(708) 444-1090

(708) 444-0868

Michael Hook

Client Services Associate

(708) 444-1090

(708) 444-0868

Operations

Sylvia R. Jones

Operations Coordinator

(708) 444-1090

(708) 444-0868

Caroline Foglton

Operations Director

(708) 444-1090

(708) 444-0868

Pension & Benefit Services

Kathleen M. Rascop

Pension & Benefit Services Coordinator

(708) 444-1090

(708) 444-0868

Jennifer L. Rioux

Pension & Benefit Services Coordinator

(708) 444-1090

(708) 444-0868

Michelle L. Ross

Pension & Benefit Services Coordinator

(708) 444-1090

(708) 444-0868

Relationship Management

Ralph A. Affrunti

Marketing Associate

(708) 444-1090

(708) 444-0868

Richard C. Rioux

Marketing Associate

(708) 444-1090

(708) 444-0868