Chicago
Proudly Serving Illinois Families
Chicago
500 Lake Cook Road
Suite 205
Deerfield, IL 60015


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Your Chicago Team
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Tad Gray
CFP®, CIMA, CAP
Wealth Advisor
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Joli Fridman
CFP®, CPA, PFS
Wealth Advisor
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Elaine Eakes
Associate Wealth Advisor
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Sara Cooke
CFP®
Associate Wealth Advisor
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Kristi Tidwell
CFP®, CDFA®
Associate Wealth Advisor
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Linda Wieczorek
AIF
Associate Wealth Advisor
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Leigh Capelli
CFP®
Associate Wealth Advisor
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Sara Connelly
Advisory Team Associate
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Debby Addari
Office Support Specialist
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Gail Scully
CFA
Portfolio Manager
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Phyllis Baker
Client Relationship Specialist
Enjoy some of our latest resources
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January 17, 2023
2022’s Investment Lessons
While each year features new twists on the age-old investment stories, smart investors know how to apply the same basic principles to every event.
Read the article -
January 17, 2023
Economic Views: Inflation May Have Peaked as New Year Begins
As the new year begins, markets have grown somewhat more optimistic that the Federal Reserve will successfully bring inflation down without causing a deep recession.
Read the article -
January 17, 2023
2023 Planning Considerations and Strategies for Individual Taxpayers
Explore our list of key planning strategies and deadlines to make the most out of your 2023 tax season.
Read the article