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

Douglas Gilbert

Douglas Gilbert

Sr. Vice President

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

James Bondar

Client Development Associate

Marzena Hanekv

Marzena Hanek

Client Development Associate

Linda Wieczorek

Linda Wieczorek, MBA, AIF

Sr. Financial Planner

Alisa Maute

Alisa Maute, CIMA®, CAIA℠

Head of Client Development

Hayley Block, MBA

Executive Managing Partner, Wealth Operations and Experience

Kelly Ranck

Retirement Plan Specialist

Ready to get started?

Explore More

Tax Planning

Tax Strategies for Airline Pilots

June 5, 2026

Estate Planning

How Upstream Planning Can Help Preserve Generational Wealth

June 4, 2026

What Clients Ask

Questions to Ask When Choosing a Financial Advisor

June 3, 2026

Continue Browsing