Our Team

 

Adam J Neubauer

Partner and Wealth Management Advisor

Office 847-663-7036


Email

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Kenneth A Fox , J.D.

Partner and Wealth Management Advisor

Office 847-663-7098


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Daniel Grance

Lead Advisor

Mobile 847-502-3422


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Tracy J Coleman

Director of Operations

Office 847-663-7048


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Daniel Mortell , CFA®

Director of Investments

Office 847-573-6808


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Michelle R Weaver

Director of Insurance

Office 847-663-7046


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Hope Hambleton

Associate Wealth Management Advisor

Office 847-663-7759


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Caroline A Bernero

Associate Financial Representative

Office 847-663-7778


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Drew Venus

Associate Wealth Management Advisor

Mobile 847-668-1925


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Rosalyn J Fox

Client Service Administrator

Office 847-663-7000


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Christy Ogilvie McCreary

Marketing and Client Relations Manager

Office 847-663-7175


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