Chicago
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Your Chicago Team
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Jenny Boyke
CFP®, CPA
Senior Wealth Advisor
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John Conway
CRPC®
Senior Wealth Advisor
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Pete Crowell
CFP®
Senior Wealth Advisor
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Debbie Hopkins
CFP®
Senior Wealth Advisor
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Kate Jonynas
CFP®
Senior Wealth Advisor
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Bruce Weininger
CFP®, CPA
Senior Wealth Advisor
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Kendall Navin
CFA®
Senior Wealth Advisor
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Chris Nicholson
CFP®
Senior Wealth Advisor
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Andy Novak
CFP®
Senior Wealth Advisor
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John Roessler
CPA, CFP®
Senior Wealth Planner
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Lance Sherry
JD, CFP®
Wealth Advisor
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Mike Marciszewski
CFP®
Wealth Advisor
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Tyler Borzak
Senior Associate Wealth Advisor
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Ehi Eichie
CFP®
Associate Wealth Advisor
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Andrea Conway
CFP®
Associate Wealth Advisor
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Cooper Fitz
CFP®
Associate Wealth Advisor
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Clarissa Jugo
CFP®
Associate Wealth Advisor
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Lexi Kovitz
Associate Wealth Advisor
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Cole Urban
Advisory Team Associate
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Gordie Rohrbach
Advisory Team Associate
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Tasso Manolis
Advisory Team Associate
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Nick Lakhani
Advisory Team Associate
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Vineeta Raketich
Managing Director, Client Service
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Natalie Adamski
Manager, Client Service
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Michaelene Watson
Director, Operations
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Mason Butler
Client Service Associate
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Kim Davis
Client Service Specialist
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Ali Grigoletto
Client Service Manager
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Kate Krasutskaya
Client Service Specialist
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Sheryl Goretskie
Alternatives Associate
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Desiree Martinez
Client Service Associate
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Lorita Walker-Durley
Client Service Specialist
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Todd Douds
CFA®
Managing Director, Advisory Team Leadership
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Steve Putzel
Director, Advisory Leadership Team
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Stephen Nees
Manager, Advisory Team Leadership
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Alejandra Alonso
CPA
Director, Tax Services
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Elizabeth Kaufman
CPA, EA
Senior Manager, Tax Services
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Alex Sherman
Senior Tax Associate
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Michael Hoekstra
CPA, CFE
Tax Manager
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Teresa Roberto
CPA
Tax Administrator
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Marc Brenner
JD, CPA
Senior Portfolio Manager
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Beth Kuchta
Manager, Family Office Services
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Bailey Zientz
Client Service Specialist
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Mark Rosland
Managing Director, Hedged Strategies
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Patty Ruiz
Manager, Family Office Services
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Ted Rupp
Division President
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Rob Contreras
JD
Division President
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Jesse Stumpf
CFA®
Managing Director, Research
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Katrina Wolfe
Director, Operations
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David Venegas
Regional Vice President
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Mark Carr
Vice Chair
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Troy Heurlin
CFA®
Director, Referral Channel Operations
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Forest Sumlar
JD
Senior Associate Counsel
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O. Needom Mitchell
JD
Compliance Manager
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Robin Patinkin
CFA®, MBA, CFP®
SVP, Senior Wealth Advisor
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Jack McCormick
Senior Wealth Advisor, Portfolio Manager
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Nick Rounds
CFA®
Senior Wealth Advisor, Portfolio Manager
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Andrew D'Aprile
CFA®, CPA
Wealth Advisor
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Delaney Langston
Associate Wealth Advisor
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John Adamczyk
CFA®
Senior Wealth Advisor
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Roger Albrecht
CFA®
Senior Wealth Advisor
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Lawrence Brottman
CPA, CFP®
Senior Wealth Advisor
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Mark Sagen
CFA®, AWMA®
Senior Wealth Advisor
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Robert Ochenkowski
CFA®, CFP®
Wealth Advisor
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Andrew Urban
CFP®
Senior Associate Wealth Advisor
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Tyler Cissell
CPA
Associate Wealth Advisor
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Gavin Brown
Investment Operations Analyst
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Mary Arndt
Client Service Manager
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Keidra Jensen
Client Service Manager
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Ryan Hougardy
Manager, Advisory Leadership Team
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Irene Wong
Director, Client Service
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Connor McChesney
Regional Vice President