Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Search results for:

Midwest: Illinois

Clear All Filters

Lucas Hallal

Client Service Specialist

Meghan Frank

Meghan Frank

Client Service Specialist

Onalaska, Schaumburg

Tabitha Seldomridge

Tabitha Seldomridge

Sr. Client Service Specialist

Douglas Gilbert

Douglas Gilbert

Sr. Vice President

Boulder, Chesterfield, Denver, Omaha, Schaumburg, Denver – Greenwood Village

Hayley Block

Hayley Block, MBA

Sr. Vice President of Wealth Operations and Experience

Kelly Ranck

Retirement Plan Specialist

Ready to get started?

Explore More

Creative professional working together

Tax Planning

Tax Planning for Creative Professionals: Simplifying Tax Complexities

December 18, 2025

Tax Planning

Is Social Security Taxed in 2026? What Retirees Need To Know About New Rules

December 18, 2025

Investment Management

Investing in Secondaries in Private Markets

December 16, 2025

Continue Browsing