Financial Advisors in Deerfield, IL - 500 Lake Cook Rd.
500 Lake Cook Rd
Suite 205
Deerfield, IL 60015
Focus Partners is your locally based investment advisor in Deerfield, IL at 500 Lake Cook Rd. - 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 is a trusted registered investment advisor offering personalized wealth management and financial planning services in Deerfield, IL at 500 Lake Cook Rd. 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 Deerfield Team
-
Joli Fridman
CFP®, CPA, PFS
Senior Wealth Advisor
-
Tad Gray
CFP®, CAP
Senior Wealth Advisor
-
Sara Cooke
CFP®
Wealth Advisor
-
Alexis Maafoh
CFP®, CDFA®, TPCP®
Wealth Advisor
-
Shequeta Rice
CFP®
Associate Wealth Advisor
-
Leigh Capelli
CFP®
Senior Associate Wealth Advisor
-
Clayton Foster
CFP®
Associate Wealth Advisor
-
Sara Connelly
Advisory Team Associate
-
Phyllis Baker
Client Service Specialist
-
Debby Addari
Office Support Lead
Dig even deeper.
What’s it like to become a Focus client? Download our brochure to learn more.
Enjoy some of our latest resources
-
November 02, 2026
Year-End Tax Planning for Dental and Medical Practice Owners
Year-end tax planning helps dental and medical practice owners manage taxes, cash flow, and long-term wealth. Through strategic coordination, owners can make more calculated decisions and maximize the value of available deductions.
Read the article -
October 26, 2026
How Families Can Preserve Wealth Across Generations
Learn how families can prepare future generations, use family governance, and align wealth transfer planning with long-term goals to help preserve wealth.
Read the article -
October 20, 2026
Quarterly Outlook: What a More Hawkish Fed Means for Investors
The U.S. economy remains resilient, but inflation and higher interest rates are creating new challenges for investors. Read our latest Quarterly Outlook.
Read the article