Our Chicago Team

Wealth Advisors

Chris Conmy

AWMA®
Wealth Advisor

Jill Gosz

Wealth Advisor

Mike Kabarec

CPA, CFP®, EA, PFS
Senior Wealth Advisor

Mark McCallum

CFP®, MBA
Wealth Advisor

Lisa Thuer

Wealth Advisor

Client Services

Cindy Crimmins

Client Service Associate

Barbara Tomasello

Client Service Associate

Operations

Alyssia Lee

Operations Associate

Investments

Scott Kubie

CFA®
Senior Investment Strategist

Jessica Golson

CIPM
Director of Platform Operations

Rick Jaster

CFA®
Director, Systematic Equities

Nick Joyner

Senior Investment Analyst

Patrick Sittner

Portfolio Strategist

Research Department

Brett Carson

CFA®
Director of Research

Jake Bleicher

CFA®
Equity Analyst

Jeff Harris

Mergers & Acquisitions Analyst

Todd Knott

Senior Institutional Trader

Wealth Enhancement Group

Patrick Carter

CPA
Private Client Planning Manager

Sarah Duey

JD, CTFA, CAPⓇ
Vice President, Trust Services

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Director of Retirement Research

Chris Oppliger

CPA
Director of Tax Planning

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Elizabeth Schanou

JD
Director of Wealth and Estate Planning

Erin Wood

CFP®, CRPC®
Vice President, Wealth Planning

Ryan Yamada

Planner