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Wealth Management Team

Our reasons for becoming financial professionals are deeply personal.  We are an upbeat, educated, and diverse group with a shared passion for helping people.  With well over 100 years of combined experience in financial services, tax, mortgage, and insurance, we have developed a reputation for helping our clients simplify complex matters and reach their financial goals.  Our multigenerational staff and wide range of financial services allows us to view your situation from all perspectives and ensure that no detail is left behind.  Our accolades and accomplishments speak for themselves, but nothing speaks louder than all the ways that we can help you.

Meet Our Team

Mariola Lach

Mariola Lach, EA

Partner, Tax Specialist, QuickBooks Online ProAdvisor

8478521420

847-713-1509

Jessica Nieminski

Jessica Nieminski, AIF®

 

Partner, Financial Advisor, Insurance Specialist

(847) 852-1420

(847) 713-1509

Linda Chance

Linda Chance

Partner, Tax Specialist

8478521420

847-713-1509

Elizabeth Jarzabek

Elizabeth Jarzabek

Operations Associate, Insurance Specialist

(847) 852-1420

(847) 713-1509

Bryan Frank

Bryan Frank

Operations Associate

(847) 852-1420

(847) 713-1509

John Lee

John Lee

Administrative Assistant

(847) 852-1420

(847) 713-1509

Creative Solutions

We understand the challenges individuals, families, and businesses face today.  Experience how our "out of the box" thinking and team approach can better serve you for years to come.

Reach Out Today