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Officers and Directors

Pete Aldworth

Pete Aldworth

Director of Investment Management and Advisor Integration

331-214-9214

Ryan O'Connor

Ryan O'Connor, CFP®

Director of Financial Planning and Advisor Development.

630-716-3124

Brett Pawelkiewicz

Brett Pawelkiewicz

Director of RIA Operations | Transitions

630-716-3108

Jackson Potts

Jackson Potts

Client Service Associate

(630) 716-3190

(630) 716-3190

Trent Ten Bruin

Trent Ten Bruin

Financial Planning & Transitions Support Specialist

(630) 716-3157

Allison  Perez

Allison Perez

Administrative Associate

(847) 836-8600

(847) 380-9951