Team

With over 27 years of experience, Brian has built a reputation for integrity and expertise, becoming a valued advisor to many clients, including families, business owners, and professional athletes. As an Independent Financial Planner...

Caroline Bleka has joined the Illinois office as a Relationship Specialist. She effectively handles many administrative functions in the office. Her position allows her to assist multiple advisors, clients, and contacts in order to be...

For 28 years, Patty has enjoyed helping clients grow, preserve and pass along their assets through afinely tuned and customizable planning approach. Today, Patty continues to enhance her PlanningPractice to promote core experiences...

... for the Hawkeyes. Sean was drafted into the NFL, where he had an eight-year career that ended after a Super Bowl Championship in 2012 with the Baltimore Ravens.  Sean settled back home with his wife Nicole to raise their...