Find a Financial Advisor in Naperville

Wealth Designed – Life Defined

Our financial advisors in Naperville are adept at helping individuals, families and business owners define and find their freedom with customized wealth solutions.

We proudly serve Naperville, Chicago and the Western suburbs of Chicago with personalized financial planning. Our clients live and work in Naperville, Chicago, Oakbrook, Wheaton, Lisle, Downers Grove and beyond. We are active members of our local community and understand the unique needs of our thriving community.

Whether you’re looking for retirement planning, a carefully curated financial plan, help with college planning or life and long-term care insurance, our experienced wealth advisors can guide you on the path to defining and actively pursuing your long-term goals.

Retirement Planning

College Planning

Financial Plans

Our Advisors

John Kozuch

Partner, Senior Wealth Advisor

Alec Kozuch

Partner, Wealth Advisor

Craig Anderson

Partner, Wealth Advisor

Jack Meyer

Senior Wealth Advisor

Mark McCallum

Managing Director, Partner & Wealth Advisor

Lisa Thuer

Partner, Wealth Advisor

Chris Conmy

Partner, Wealth Advisor

Mark Anleitner

Partner, Wealth Advisor

Gregory Worcester

Partner, Wealth Advisor

Jill Gosz

Partner, Wealth Advisor

James Carano

Senior Wealth Advisor

Dennis Norwood

Wealth Advisor

Connor Butler

Associate Wealth Advisor


The Importance of Process in Your Investment Strategy

The investment process is the workhorse behind any sustainable investment strategy. It provides an orderly way to create and maintain a portfolio aligned with specific goals and objectives while seeking to manage investment risk.

Living in Retirement: A Guide to Maintaining Financial Health and Independence in Retirement

A Guide to Maintaining Financial Health & Independence in Retirement

Whether you’re confident in your ability to generate income for another 20, 30 or more years in retirement, or have concerns about how long your income may last, this guide can provide you with a better understanding of how to minimize the financial challenges today’s retirees face regardless of income level, and make the most of this exciting period in your life.

Estate Planning Simplified: Understanding Wills & Trusts

Understanding Wills & Trusts

While it’s easy for people to back-burner estate planning due to busy schedules, or thinking they’ve got plenty of time to get around to it, doing so can result in property and financial assets passing to unintended heirs in unintentional ways.


From Being Ready for Retirement?