South Barrington, Illinois
-

Alex Decowski, CRPS®
Financial Technician -

Alexandra Wheat
Client Service Coordinator -

Beth Statter, CFP®
Financial Planning Analyst -

Carla Leo
Office Manager -

Caroline Rutz
Staff Accountant -

Daniel Quinn
Financial Technician -

Denise Kelly
Accounting Clerk -

Igor Tokmovtsev
IT Manager -

Jacob Jankovec
Client Service Coordinator -

Jeffrey Pearce, CFP®
Senior Financial Advisor -

Jim Stein, AIF®, CRPS®
Business Development Coordinator -

Joanne Golbeck
Client Service Coordinator -

John La Spisa, CFP®, AFFP®
Personal Financial Counselor -

Joseph Cummings
Financial Technician -

Kimberly Marx
Accounting Clerk -

Laura La Spisa
Accounting Manager -

Mark La Spisa, CFP®, AIF®, CRPS®
President, Managing Advisor -

Phillip Coad, CFP®
Personal Financial Advisor -

Rachel Wheat
Financial Technician





