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.
Offices:
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
Partner
Alicia Boggio-Hair
Associate
Gillian Brand
Senior Associate
Amanda Brummel, JD
Principal
Erica Bunnell, CFP®
Hannah Reimer Christopher, CFP®
Jake Clemens, CFA, CFP®
John Cook
Principal & Director of Human Resources
Chris Curtis
Partner & Chief Financial Officer
Patrick Fischbach
David Gifford
David Gimpel
Brad Gutzler
Rick Harris
Rebecca Hilchey
Reggie Hopton
Blake Johnson, CFP®
Kathryn Kennedy, CFP®, CPA, JD
Jeffrey Knight
Eric Kuehl
Patrick Labriola
Jillian Laughlin
Edward Liberman
Matt McGinn
Donna Metrou
Kurt Miscinski
Partner, President & CEO
Ana Mojica
Christine Monyak
Constantine Mulligan, CFA
Douglas Nardi, CFA
Matt Nardi
Claire O’Keefe
Partner & Head of Partner Development
Melissa Oduaran
Krissi Paczolt, CPA
Kate Polyte
Melanie Ross, CFP®
Meg Rowley
Partner & Market Leader
Jeanette Ruvalcaba
Sherrell Sabree
Sarah Saites
Jorge Salazar, CFP®
Steve Schoneman, CFA
Andrew Shestek
Gary Silverman, CFA
Michelle Simek
Adam Simoncelli
Emily Sims
Neal Smith
Paul Sommerstad, AIF®, QPFC®
Philip Steele, AIF®
Caraline Stenslik, CFP®
Marisela Suarez
Ayisha Tahir, JD
Matt Tassell
Andres Terronez
Madeleine Thomas
Alexa Thorson
Patrick Tobin, CFP®
Zack Trygstad
Tinetta Tutt
Byron Udell, JD, CFP®, ChFC®, CLU®
Partner & Head of Risk Management
Karina Valles
Ashley Williams
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Daniel Park
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