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Wealth Management Team

Our reasons for becoming financial professionals are deeply personal.  We are an upbeat, educated, and diverse group with a shared passion for helping people.  With well over 100 years of combined experience in financial services, tax, mortgage, and insurance, we have developed a reputation for helping our clients simplify complex matters and reach their financial goals.  Our multigenerational staff and wide range of financial services allows us to view your situation from all perspectives and ensure that no detail is left behind.  Our accolades and accomplishments speak for themselves, but nothing speaks louder than all the ways that we can help you.

Meet our team:

Sherene Meier

Sherene Meier, CPA

Partner, Tax Specialist

847-852-1414

847-713-1509

Mariola Lach

Mariola Lach, EA

Partner, Tax Specialist, QuickBooks Online ProAdvisor

(847) 852-1420

(847) 713-1509

Jessica Nieminski

Jessica Nieminski, AIF®

Partner, Financial Advisor, Insurance Specialist

(847) 852-1420

(847) 713-1509

Eva Grzynkowicz

Eva Grzynkowicz

Director of Operations, Mortgage Specialist

847-852-1420

847-713-1509

Michael Chance

Michael Chance

Partner, Senior Mortgage Specialist

(773) 957-7500

(773) 957-7504

Brian Phillips

Brian Phillips

Director of Insurance

847-852-1413

847-713-1509

Bernard Blayer

Bernard Blayer CPA

Partner, Financial Advisor

(847) 852-1420

(847) 713-1509

Elizabeth Jarzabek

Elizabeth Jarzabek

Operations Associate, Insurance Specialist

(847) 852-1420

(847) 713-1509

Timothy Whitmer

Timothy Whitmer

Loan Specialist

Clayton Root

Clayton Root

Loan Specialist

John Lee

John Lee

Administrative Assistant

(847) 852-1420

(847) 713-1509

Stephanie Welter

Loan Specialist

William Gianniotis

Loan Specialist

John Leonard

Loan Specialist

Creative Solutions

We understand the challenges individuals, families, and businesses face today.  Experience how our "out of the box" thinking and team approach can better serve you for years to come.

Reach Out Today