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®
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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June 05, 2023
Levers and Landmines of Annuity Products
Annuities are a popular way to supplement retirement income, provide tax-deferred growth and assist in legacy planning. But what are your options when an annuity no longer serves you?
Read the article -
May 18, 2023
Pre-Tax or Roth? Your 401(k) Options Explained
Although the choice boils down to when you will pay taxes, here are several scenarios to keep in mind when deciding between pre-tax and Roth contributions in your 401(k).
Read the article -
May 08, 2023
Private Equity and the Fear of Missing Out
Some investors are wondering if private equity would be a good addition to their portfolio. Here’s a breakdown of this evolving asset class.
Read the article