Our Team

 

Keith Spengel , CLU®, CLTC®, CFP®

Co-Founder and Partner

Office 847-232-1900


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Tom McBreen , CLU®, CFP®

Co-Founder and Partner

Office 847-232-1900


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Robert W. Bolt , MBA, CLU®, RICP®

Partner

Office 847-663-7173


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Matthew J Pulaski , CLTC®

Lead Advisor

Office 847-232-1900


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Paul M Gavin

Associate Wealth Management Advisor

Office 847-232-1900


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Scott R Rausch , CFA®, CIPM®

Director of Investment Operations

Office 847-232-1900


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Andrew J Pesko

Director of Operations

Office 847-232-1900


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Mary Beth Ong

Director of Business Development

Office 847-232-1900


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Matt Serrano

Operations and Investment Support Manager

Office 847-232-1900


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Samantha Esler

Service Associate

Office 847-232-1900


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Jessica Torres

Administrative Assistant

Office 847-663-7000


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