Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Our colleagues have extensive experience serving high-net-worth individuals and their families and are intimately familiar with the unique financial challenges that come with affluence. We employ advanced planning techniques and solutions to help you grow, preserve, and protect your wealth today and for future generations.
Our comprehensive financial management extends to businesses, institutions, and nonprofit organizations. We provide modern retirement plan designs, executive financial counseling, and financial wellness coaching to help you mitigate fiduciary risk, increase talent retention, and enhance the financial well-being of your workforce.
Not from Chicago? Our advisors are not bound by geography. They work with clients across the country.
227 West Monroe Street
Chicago, Illinois 60606
We're comprised of:
Karim Ahamed, CFA
Amanda Brummel, JD
Erica Bunnell, CFP®
Hannah Reimer Christopher, CFP®
Jake Clemens, CFA, CFP®
Principal & Director of Human Resources
Partner & Chief Financial Officer
Blake Johnson, CFP®
Kathryn Kennedy, CFP®, CPA, JD
Partner, President & CEO
Constantine Mulligan, CFA
Douglas Nardi, CFA
Partner & Head of Partner Development
Krissi Paczolt, CPA
Melanie Ross, CFP®
Partner & Market Leader
Jorge Salazar, CFP®
Steve Schoneman, CFA
Gary Silverman, CFA
Paul Sommerstad, AIF®, QPFC®
Philip Steele, AIF®
Caraline Stenslik, CFP®
Ayisha Tahir, JD
Patrick Tobin, CFP®
Byron Udell, JD, CFP®, ChFC®, CLU®
Partner & Head of Risk Management
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
Curious about learning more? Let’s talk.