Financial Advisors in Chicago, IL
10 S Wacker Dr
Suite 2600
Chicago, IL 60606
Focus Partners Wealth is your locally based investment advisor in Chicago, IL — but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Rooted in the heart of one of the world’s great cities — on the shores of Lake Michigan and at the crossroads of American commerce, culture, and community — we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services in Chicago, IL. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
-
Your Chicago Team
-
Jenny Boyke
CFP®, CPA
Senior Wealth Advisor
-
John Conway
CRPC®
Senior Wealth Advisor
-
Pete Crowell
CFP®
Senior Wealth Advisor
-
Debbie Hopkins
CFP®
Senior Wealth Advisor
-
Kate Jonynas
CFP®
Senior Wealth Advisor
-
Bruce Weininger
CFP®, CPA
Senior Wealth Advisor
-
Kendall Navin
CFA
Senior Wealth Advisor
-
Arthur Urban
CFA, CFP®
Senior Wealth Advisor
-
Chris Nicholson
CFP®
Senior Wealth Advisor
-
Andy Novak
CFP®
Senior Wealth Advisor
-
John Roessler
CPA, CFP®
Senior Wealth Planner
-
Lance Sherry
JD, CFP®
Wealth Advisor
-
Mike Marciszewski
CFP®
Wealth Advisor
-
Tyler Borzak
Senior Associate Wealth Advisor
-
Ehi Eichie
CFP®
Associate Wealth Advisor
-
Andrea Conway
CFP®
Associate Wealth Advisor
-
Clarissa Jugo
CFP®
Associate Wealth Advisor
-
Lexi Kovitz
Associate Wealth Advisor
-
Cole Urban
Associate Wealth Advisor
-
Gordie Rohrbach
Associate Wealth Advisor
-
Tasso Manolis
Associate Wealth Advisor
-
Nick Lakhani
Associate Wealth Advisor
-
Vineeta Raketich
Managing Director, Client Service
-
Natalie Adamski
Manager, Client Service
-
Michaelene Watson
Director, Operations
-
Mason Butler
Client Service Associate
-
Kim Davis
Client Service Specialist
-
Ali Grigoletto
Client Service Manager
-
Kate Krasutskaya
Client Service Specialist
-
Sheryl Goretskie
Alternatives Associate
-
Desiree Martinez
Client Service Associate
-
Lorita Walker-Durley
Client Service Specialist
-
Steve Putzel
Director, Advisory Leadership Team
-
Stephen Nees
Manager, Advisory Team Leadership
-
Alejandra Alonso
CPA
Director, Tax Services
-
Elizabeth Kaufman
CPA, EA
Senior Manager, Tax Services
-
Alex Sherman
Senior Tax Associate
-
Michael Hoekstra
CPA, CFE
Tax Manager
-
Teresa Roberto
CPA
Tax Administrator
-
Marc Brenner
JD, CPA
Senior Portfolio Manager
-
Beth Kuchta
Manager, Family Office Services
-
Bailey Zientz
Client Service Specialist
-
Mark Rosland
Managing Director, Hedged Strategies
-
Patty Ruiz
Manager, Family Office Services
-
Ted Rupp
Division President
-
Rob Contreras
JD
Division President
-
Jesse Stumpf
CFA
Managing Director, Research
-
Katrina Wolfe
Director, Operations
-
David Venegas
Regional Vice President
-
Mark Carr
Vice Chair
-
Troy Heurlin
CFA
Director, Referral Channel Operations
-
Forest Sumlar
JD
Senior Associate Counsel
-
O. Needom Mitchell
JD
Compliance Manager
-
Jack McCormick
MBA
Senior Wealth Advisor, Portfolio Manager
-
Nick Rounds
CFA
Senior Wealth Advisor, Portfolio Manager
-
Andrew D'Aprile
CFA, CPA
Wealth Advisor
-
Delaney Langston
Associate Wealth Advisor
-
John Adamczyk
CFA
Senior Wealth Advisor
-
Roger Albrecht
CFA
Senior Wealth Advisor
-
Lawrence Brottman
CPA, CFP®
Senior Wealth Advisor
-
Mark Sagen
CFA, AWMA®
Senior Wealth Advisor
-
Robert Ochenkowski
CFA, CFP®
Wealth Advisor
-
Tyler Cissell
CPA
Associate Wealth Advisor
-
Gavin Brown
Investment Operations Analyst
-
Mary Arndt
Client Service Manager
-
Keidra Jensen
Client Service Manager
-
Ryan Hougardy
CFP®
Director, Advisory Leadership Team
-
Irene Wong
Director, Client Service
-
Connor McChesney
Regional Vice President