Broker Check

Team

 
Barry is a CERTIFIED FINANCIAL PLANNER™ practitioner and has been a Wealth Manager since 1998. He earned his undergraduate degree from the University of Michigan and completed his MBA in Finance at the Kellogg School of...

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Gary is a graduate of the University of Illinois and a CERTIFIED FINANCIAL PLANNER™ practitioner. He has been an Operations Manager at a boutique wealth management firm since 1997. Gary has had a lifelong interest in wealth management...

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Mark currently holds a Series 7 and 66 through LPL Financial, and also a Life Insurance Producer's License. He joined the team in the summer of 2014 shortly after graduating from St. Norbert College. There, he played for the men’s...

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