Deerfield
Discover personalized wealth management with Focus Partners Wealth, your Deerfield financial advisor. Focus Partners Wealth offers trusted local expertise. Let's plan your future.
Deerfield
500 Lake Cook Rd
Suite 205
Deerfield, IL 60015

Focus Partners Wealth is your locally based investment advisor - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Located on the North Shore just outside the heart of Chicago, 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. 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.

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Your Deerfield Team
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Tad Gray
CFP®, CIMA®, CAP
Wealth Advisor
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Joli Fridman
CFP®, CPA, PFS
Senior Wealth Advisor
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Sara Cooke
CFP®
Wealth Advisor
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Clayton Foster
CFP®
Associate Wealth Advisor
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Kristi Tidwell
CFP®, CDFA®
Senior Associate Wealth Advisor
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Debby Addari
Office Support Lead
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Leigh Capelli
CFP®
Associate Wealth Advisor
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Gail Scully
CFA®
Portfolio Trader
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Phyllis Baker
Client Service Specialist
Dig even deeper.
What’s it like to become a Focus client? Download our "Experience Is Everything" brochure to learn more.

Enjoy some of our latest resources
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August 25, 2025
Student Loans After the One Big Beautiful Bill Act: What Families Need to Know
Back-to-school season is here! For student loan borrowers, this year comes with big changes. On July 4, 2025, the One Big Beautiful Bill Act became law, with several changes to the federal student loan system. While some are already in effect, others kick in starting 2026, giving borrowers time to adjust their game plan. In this article, Wealth Advisor Becca Craig shares how to get ahead of the changes.
Read the article -
August 18, 2025
Monthly Investment Commentary: August 2025
The S&P 500 notched new all-time highs in 10 of the 22 trading days in July. It’s a remarkable rebound from the fear that gripped the market just three months prior. While the returns are a cause for celebration, it’s reasonable to wonder if things have gone too far, too fast.
Read the article -
August 04, 2025
5 Essential Tips for Teaching Kids About Investing
Teaching kids about investing early could pay lifelong dividends. Here are five engaging tips to help you start the conversation and lay the foundation for smart financial habits.
Read the article