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Team

How We Work

We believe that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We’ve built a team of subject matter specialists with credentials including CPA, CFP, PFS and AIF. as well as administrative staff with decades of experience to provide superior customer service.

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Our team Approach Adds Perspective to All We Do

Meet Our Team

Administrative

Kim Gramhofer

Kim Gramhofer

Client Relations Specialist

(847) 317-0200

(847) 317-0214

Sarah Tillawi

Sarah Tillawi

Client Relations Specialist

(847) 317-0200

(847) 317-0200

Stephanie Lenz

Stephanie Lenz

Quality Control Specialist

(847) 317-0200

(847) 317-0200

Cindee Brooks

Cindee Brooks

Receptionist/Administrative Assistant

(847) 317-0200

(847) 317-0214

Gina Bauer

Gina Bauer

Compliance Specialist

(847) 317-0200

(847)- 317-0214