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:

Location: Chicago

Clear All Filters

Laura Combs, CFP®, MBA

Executive Managing Director

Dane Sauer, CFP®

Wealth Advisor, Sr. Director

Chicago, Schaumburg

Grace Bossert, CFP®

Wealth Advisor

Chicago, Green Bay, Madison, Schaumburg

Herman Tkach

Herman Tkach

Wealth Advisor

Dominic Colletti, CFP®

Regional Vice President

Chicago, Green Bay, Schaumburg

Ready to get started?

Explore More

Man Thinking About Property Transfers Before Death in Estate Planning

Insights

Estate Planning: Navigating the Emotional Journey of Property Transfers Before Saying Goodbye

December 19, 2024

Insights

State-Mandated Retirement Plans: An Overview for Small Businesses

December 18, 2024

Insights

A Gift That Lasts a Lifetime: Help Your Teen Build a Strong Credit History

December 17, 2024

Continue Browsing