Our Team

As a Founder, Managing Director and Senior Client Advisor of Crescent Grove Advisors, Gregg George specializes in working with C-suite executives, entrepreneurs and business owners to coordinate the development and implementation of highly customized financial offerings. In so doing, he advises clients and their families on all aspects of their financial lives in an independent and unbiased manner.

Prior to co-founding Crescent Grove Advisors, Gregg was the Managing Director and a Senior Client Advisor at Cedar Street Advisors, a boutique wealth management organization catering to highly affluent clients. Before this, Gregg was an Account Manager with a subsidiary of Goldman Sachs, where he was responsible for advising C-suite executives on their personal financial affairs.

Raised in New York, Gregg is currently licensed to practice law in Massachusetts and Illinois. He received a Master of Law (LL.M) degree in Taxation from Boston University School of Law, a J.D. degree from DePaul University College of Law and a BS in Political Science from Boston College. Gregg is the President of a 501(c)(3) Donor Advised Fund and has served as Chairman of Best Buddies Wisconsin, a not-for profit. He is also a Registered Representative of The Leader’s Group, Member FINRA/SIPC. Gregg and his wife, Laura, reside in Kildeer, Illinois, and have four boys. In his spare time, Gregg loves watching his kids play sports and just have fun growing up.

Dave Keevins is a Founder, Managing Director, Chief Investment Officer and Senior Client Advisor of Crescent Grove Advisors. Dave provides comprehensive investment and financial planning solutions to help highly successful business owners and executives grow, protect and manage wealth in a disciplined process that takes the emotion out of investing.

Prior to co-founding Crescent Grove Advisors, Dave was a Senior Client Advisor at Cedar Street Advisors, a boutique wealth management organization catering to highly affluent clients. Before this, Dave was a Senior Partner with a subsidiary of Goldman Sachs, where he was responsible for advising C-suite executives on their personal financial affairs.

A lifelong resident of Lincolnshire, Illinois, Dave earned an MBA from the University of Chicago and a BBA in Finance from the University of Kentucky. In August 2018, Dave was inducted into the University of Kentucky Tennis Hall of Fame. In September 2022 Dave was inducted in the Adlai E. Stevenson High School Athletic Hall of Fame. He and his wife, Kristin, have twins. In his spare time, Dave enjoys spending time with the family, golf, pickleball, reading, barbequing and following all things Kentucky, Auburn and Villanova.

Nick Kochanski is a Founder, Managing Director, Chief Financial Officer and Senior Client Advisor of Crescent Grove Advisors. Nick provides C-suite executives, entrepreneurs and private business owners unbiased financial advice and straightforward solutions to complex financial planning matters.

Prior to co-founding Crescent Grove Advisors, Nick was a Senior Client Advisor at Cedar Street Advisors,a boutique wealth management organization catering to highly affluent clients. In this role, Nick was responsible for counseling a number of high-net-worth families and providing asset management services. Earlier in his career, Nick was a financial analyst with a subsidiary of Goldman Sachs, where he was responsible for advising high-level executives on their personal financial affairs.

Nick has attained his CFA designation and is a current member of the CFA Society Chicago. He earned an MBA from the University of Chicago and a BS in Finance from the University of Illinois. Born and raised in Chicago, Nick currently resides in Mount Prospect, Illinois.  Outside of work life, Nick stays busy with his two children who both enjoy playing and watching a variety of sports. Nick also is an avid sportsman and greatly enjoys the outdoors – especially fishing.

Elizabeth Watkins, IACCP® is the Chief Operating Officer and Chief Compliance Officer of Crescent Grove Advisors. She is also the chair of Crescent Grove Advisors’ Compliance Committee and a member of its Investment Committee. Liz is responsible for administering the firm’s compliance program and is tasked with the day-to-day administrative and operational functions. She works closely with the Managing Directors to implement procedures for daily operations.

Liz began her career in the financial services industry in 1990 and has held various management positions at boutique financial services, investment management firms and registered investment companies. Prior to joining Crescent Grove Advisors in 2019, Liz was the chief compliance officer for Stifel Asset Management and a number of its affiliated registered investment advisors and, before that, she was the chief compliance officer of Calamos Advisors and CalamosInternational, LLP.

Liz is an Investment Adviser Certified Compliance Professional (IACCP), and a co-chair of the Chicago Chief Compliance Officer Group. She graduated from Northern Illinois University with a Bachelor’s degree in Journalism. She and her husband, John, currently reside in Barrington, Illinois with their daughter. In her free time, Liz enjoys spending time with her family and volunteering at a local pet rescue with her daughter. Liz also loves making amigurumi and sharing them with friends and family.

Adam Lieb is the Chief Business Development Officer for Crescent Grove Advisors, where he leads the firm’s strategy to drive sustained organic growth and new client acquisition.

Prior to joining Crescent Grove Advisors, Adam was Senior Client Strategist at BNY Global Family Office. Before that, he spent the bulk of his career at Fidelity Family Office Services overseeing the Midwest region and was responsible for expanding relationships with successful families and their advisors. Earlier in his career, Adam held a variety of senior roles at Private Client Resources, Bank of America, Webster Financial Advisors, Wells Fargo, and Morgan Stanley.

Adam graduated with a Bachelor of Arts degree from Ohio Wesleyan University. Active in his community, Adam serves on the Advisory Board of Invest for Kids in Chicago and the Investment Council of the Evanston Community Foundation.

When not at work, Adam enjoys CrossFit, crosswords and time with his family. That includes helping at his wife’s flower farm (Evanston Lands), watching one son’s jazz guitar performances, and cheering on his other son, who catches for the Evanston Township High School baseball team.

Andrew Krei is Co-Chief Investment Officer for Crescent Grove Advisors, working closely the Crescent Grove Investment Committee to build and maintain a high quality, open architecture investment platform. In addition to his work on investment sourcing and due diligence, Andrew works with institutional and individual clients to develop and implement investment portfolios tailored to their unique circumstances and needs. Andrew is also a frequent contributor to various financial media outlets.

Prior to joining Crescent Grove Advisors as an equity partner, Andrew was responsible for investment research at Cedar Street Advisors, a boutique wealth management organization catering to highly affluent clients. In this role, Andrew led or supported the firm’s investment due diligence efforts.

Andrew has attained his CFA designation and is a current member of the CFA Society Milwaukee. He received his BA from the University of California, Los Angeles. Originally from Memphis, Tennessee, Andrew currently resides in Milwaukee, Wisconsin, where he and his wife, Margaret, are actively involved with several nonprofit organizations. In his free time, Andrew enjoys travel, trying new restaurants, supporting the Bucks and playing golf competitively.

Mitch Prosk is a Founder and Senior Client Advisor of Crescent Grove Advisors. Specifically, Mitch works directly with C-suite executives, entrepreneurs and business owners, creating trust by delivering service excellence and customized investment and financial planning solutions.

Prior to co-founding Crescent Grove Advisors, Mitch served as a Senior Client Advisor for Cedar Street Advisors, a boutique wealth management firm that provides financial planning and wealth management services to highly affluent clients. Before joining Cedar Street Advisors, Mitch was an Account Manager with a subsidiary of Goldman Sachs, where he was responsible for advising C-suite executives on their personal financial affairs.

A native of Chicago, Illinois, Mitch received his J.D. degree from DePaul University College of Law, an MBA from DePaul University, Kellstadt School of Business and a BS from Bradley University. Mitch and his wife, Jen, reside in Lake Forest, Illinois, with their two children. Mitch is an avid runner and enjoys any activity with his children.

Rick Alteri is a Senior Financial Analyst of Crescent Grove Advisors. With over twenty years of experience in the financial services industry, Rick is responsible for supporting Senior Client Advisers in the implementation of customized financial solutions for C-suite executives, business owners and their families.

Before joining Crescent Grove Advisors, Rick was a Wealth Planner for Wells Fargo for ten years. Rick began his career at the Ayco Company as a Financial Analyst where he was responsible for supporting Account Managers in preparing tax projections, tax returns and customized financial plans.

A native of New York, Rick received his BS in finance from The College of Saint Rose. He and his wife, Lisa, reside in Kildeer, Illinois, with their daughter. In his free time, Rick enjoys running, golf and spending time with his family.

Bijal Chikani joined Crescent Grove Advisors in January 2023 as a Co-Director, National Tax Practices and Strategy. He is a seasoned tax professional with over 20 years of experience in providing comprehensive tax advisory services to ultra-high-net-worth families. With a deep understanding of complex tax regulations and a strategic mindset, he excels in creating tailored tax strategies that optimize wealth preservation and achieve financial objectives.

Bijal was born and raised in India and earned his undergraduate degree from Gujarat University, Ahmedabad. He is also a licensed CPA, holds a master’s degree in taxation and certification for completing second level (Intermediate) of the Chartered Accountancy course from The Institute of Chartered Accountants of India.

Throughout his career, Bijal has developed a strong reputation of an expert in multi-state filings, income and estate tax planning, developing strategies along with consistently delivering unmatched service and guidance to clients navigating intricate tax landscapes.

In his role at Crescent Grove Advisors, Bijal leads a team of financial and tax experts focused on delivering innovative tax solutions that address the unique challenges faced by UNHW families. His commitment to staying abreast of legislative changes and market trends ensures clients receive timely and relevant advice. Bijal also enjoys mentoring emerging tax professionals and providing valuable advice by conducting research on a variety of tax topics. He works closely with clients resolving tax matters by representing them before taxing authorities.

Prior to joining Crescent Grove Advisors, Bijal served as a Vice President of National Tax Group, Midwest Region at the Ayco Company, LP, a subsidiary of Goldman Sachs.

Outside of work, Bijal loves sports, traveling, trying out different cuisines and enjoys spending time outdoors with the family. At work, Bijal is a true culture-carrier.

Maureen Costello is a Director – Business Operations & Analytics with Crescent Grove Advisors. With over twenty years of experience in the financial services industry, Maureen utilizes her industry knowledge to collaborate with management, vendors, and coworkers to optimize processes and implement strategic firm goals enhancing overall client experience.  She also works closely with Crescent Grove Advisors’ team of skilled Client Advisors to provide clients with financial advice and integrated planning solutions. Additionally, she serves as Secretary of the Crescent Grove Investment Committee.

Prior to joining Crescent Grove Advisors, Maureen was a Senior Financial Analyst at Cedar Street Advisors, a boutique wealth management organization that catered to highly affluent clients. In this role, she assisted Client Advisors in the financial counseling of a number of high-net-worth families.

Maureen graduated from Lafayette College with a BA in Economics. She and her husband, Kyle, currently live with their two children in Whitefish Bay, Wisconsin. Maureen’s greatest joy is spending time with her family and volunteering in her children’s activities. In her free time, Maureen also enjoys cooking and traveling.

Sanders Dargan is a Wealth Advisor based out of Crescent Grove Advisors’ Lake Forest, IL office. Sanders works with individuals and families to implement a customized, adaptable approach to achieving client-specific financial goals throughout each phase of life. He utilizes comprehensive planning to ensure all aspects of a client’s financial life are working in sync to achieve these goals.

Sanders received his MBA from the University of Chicago Booth School of Business and his undergraduate degree from Sewanee: The University of the South, where he earned a major in Economics with a minor in Business.

Sanders and his wife, Jackie, currently reside in the Wrigleyville / Lakeview neighborhood of Chicago. Having grown up in Charleston, South Carolina, Sanders has welcomed the change of moving to a metropolitan area and loves the culture that Chicago has to offer. He enjoys an active lifestyle and social events with family, friends and colleagues.

With experience working closely with C-suite executives, business owners and entrepreneurs, Blake Durham is a Client Advisor based in Crescent Grove Advisors’ Atlanta office. In this role, Blake is responsible for intimately understanding clients’ unique family, business and financial circumstances and customizing solutions to assist them in achieving their unique financial objectives.

In his previous role, Blake served as a Senior Financial Analyst with Crescent Grove Advisors. Prior to joining Crescent Grove Advisors, Blake served as a Financial Analyst at Cedar Street Advisors, a boutique wealth management organization that provides financial and wealth management services to highly affluent individuals and their families.

Born and raised in Savannah, Georgia, Blake received his BBA degree in Finance and Accounting from the Goizueta Business School at Emory University in Atlanta, Georgia. Subsequently, he earned his MBA degree from the Goizueta Business School at Emory University. Blake and his wife, Tricia, currently reside in Atlanta, Georgia with their children. In addition to being an avid sports fan, Blake enjoys traveling, fishing and playing golf in his free time.

Kate Nottoli is the Corporate and Media Relations Specialist with Crescent Grove Advisors in our Lake Forest office. She manages media outreach and brand positioning. Kate works with her team to align with fiduciary standards and supports engagement and business growth.

Kate joined Crescent Grove Advisors after 25 years of experience including public and private sector Healthcare Management, Human Resource Management, Compliance, Business Development, Marketing, and Relationship Management.

Kate received her BS in Psychology at Rockford University. She lives in Inverness, Illinois with her husband Rob, their kids and animals. In her free time, Kate enjoys spending time volunteering, biking, kayaking, hiking, camping, and playing pinball.

Gary Gawryleski is a Senior Client Advisor of Crescent Grove Advisors. Gary is responsible for coordinating the development and implementation of highly customized financial solutions for C-suite executives, entrepreneurs and business owners and their families. This includes providing objective advice on all aspects of his clients’ financial lives and helping to turn their life aspirations into financial realities.

Before joining Crescent Grove Advisors as an equity partner, Gary was a Client Advisor at Cedar Street Advisors, a boutique wealth management organization catering to highly affluent clients. In this role, he was responsible for counseling a number of families and providing asset management services.

Gary received his MBA and BS degrees from Marquette University. He and his wife, Courtney, live in Brookfield, Wisconsin, with their three children. The Gawryleskis are active fundraisers and volunteers for the Children’s Hospital of Wisconsin, an organization that is near and dear to their hearts. In addition to coaching his children’s various sports teams, Gary enjoys outdoor activities and spending the rare quiet moment with his wife.

Luke Harris is a Financial Analyst for Crescent Grove Advisors in the Atlanta Office. Luke works with the Atlanta Advisor team to provide personalized financial analysis and comprehensive solutions to C-suite executives, entrepreneurs, and private business owners. This includes the preparation of analysis and reports for the Senior Client Advisor and providing recommendations relative to the client’s needs.

Prior to becoming a Financial Analyst at Crescent Grove Advisors, Luke attended Marquette University where he earned a degree in finance, business analytics, and international business. In the fall of 2023, he joined Crescent Grove Advisors as a part-time Intern in his junior and senior years. During his time as an intern, he had a variety of roles on Advisor teams, the Cedar Street Charitable Foundation, the Crescent Grove Investment Committee, and other various projects for across Crescent Grove Advisors.

Luke was born in Santa Monica, California, and raised in Brookfield, Wisconsin. In his free time, Luke enjoys being outside, playing basketball and golf, and spending time with friends and family. He is excited to relocate to Atlanta and start his post-grad life.

Chris Jauch is a Senior Client Advisor of Crescent Grove Advisors. He specializes in helping C-suite executives, entrepreneurs and private business owners to coordinate the development and implementation of highly customized financial solutions. In doing so, Chris provides clients and their families objective advice on all aspects of their financial lives.

Before he joined Crescent Grove Advisors as an equity partner, Chris was a Client Advisor at Cedar Street Advisors. Cedar Street Advisors is a boutique wealth management organization that focuses on providing services specifically to highly affluent clients. Earlier in his career, Chris was a senior financial analyst with a subsidiary of Goldman Sachs, where he was responsible for advising high-level executives on their personal financial affairs. 

Originally from Illinois, Chris received his MBA from Marquette University and a BS in Finance from the University of Illinois. He and his wife, Reagan, reside in Wauwatosa, Wisconsin, with their four children. Chris

is actively involved with Phelan-McDermid Syndrome Foundation and St. Coletta of Wisconsin, serving on the board of directors and multiple committees of both organizations over the years. In his free time, Chris enjoys reading, being outdoors, and spending time with his family.

Blake Karls is Director of Investments for Crescent Grove Advisors. As a member of the Crescent Grove Investment Committee, Blake works in collaboration with the firm’s co-Chief Investment Officers to build and maintain a high-quality, open architecture investment platform. In addition to his work on the Investment Committee, Blake helps advance the firm’s strategic messaging and thought leadership profile.

Prior to joining Crescent Grove Advisors in 2023, Blake worked at Artisan Partners Asset Management, leading marketing and communication for the Artisan Partners Credit Team. Earlier in his career, he served as Assistant Vice President at Robert W. Baird, where he conducted manager research and due diligence as part of the firm’s Asset Manager Research team.

Blake earned his MBA from the University of Chicago Booth School of Business and BS from Truman State University. He is a CFA Charterholder and member of the CFA Society of Milwaukee. In his free time, Blake enjoys cheering on the Milwaukee Bucks and exploring new restaurants with his wife, Ellie.

Patrick Malloy serves as Co-Director, National Tax Practice and Strategy with Crescent Grove Advisors. Patrick conducts tax research, assists in tax planning for clients, corresponds with federal and state taxing authorities, and reviews income tax returns.

Prior to joining Crescent Grove Advisors, Patrick worked as a Senior Tax Associate for Schenck SC in Milwaukee. He is experienced with federal and state income tax issues faced by individuals and flow-through entities as well as tax controversies.

Patrick earned his bachelor’s degree in accounting from Marquette University and his master’s degree in accounting from the University of Wisconsin-Milwaukee. After gaining experience in public accounting, he earned his J.D. from the University of Wisconsin-Madison. Patrick is licensed to practice law in Wisconsin and is also a CPA. As a very proud Wisconsinite, he enjoys traveling throughout the state, spending time outdoors, and following Wisconsin sports teams with his family.

Noelle Matkovich is a Senior Operations Specialist with Crescent Grove Advisors with over thirty years of financial services experience. Noelle is responsible for providing comprehensive service for clients of the firm. This includes establishment and maintenance of accounts, coordinating transactions and managing the day-to-day workflow for the firm. Noelle is also the Account Administrator for the Cedar Street Charitable Foundation.

Prior to joining Crescent Grove Advisors, Noelle was the Client Support Manager at Cedar Street Advisors, a boutique wealth management organization catering to highly affluent clients. Before joining Cedar Street Advisors, Noelle spent the majority of her career working for Marshall & Ilsley Bank Corporation in the Private Banking Division, as a Customer Support Manager.

Born and raised in Milwaukee, Wisconsin, Noelle received her associate degree from Milwaukee Area Technical College. She and her husband Allen reside in Milwaukee and have two grown children. In her free time, Noelle enjoys traveling, exercising, and spending time with family and friends.

Bob Peterson is a Senior Wealth Advisor with Crescent Grove Advisors | Portfolio Advisory Services. Specifically, Bob focuses on portfolio advisory services for clients with liquid investable assets of $1 million to $10 million. In addition to portfolio management, Bob works to coordinate his clients’ entire financial plan to address tax planning, cash flow, retirement and risk management.

Prior to joining Crescent Grove Advisors | Portfolio Advisory Services, Bob served with a subsidiary of Goldman Sachs. Most recently, Bob had been working directly with families as a Wealth Advisor focusing on investment management and planning needs. Prior to his time as a Wealth Advisor, Bob spent eight years working with C-Suite executives where he served as Vice President of Financial Counseling, advising his clients on their personal financial affairs.

A native of Illinois, Bob received his J.D. degree from Northern Illinois University College of Law and is admitted to practice law in the State of Illinois. Bob received his BA degree, with a concentration in finance, from Governors State University in University Park, Illinois. Bob and his wife, Maria, reside in Lincolnshire, Illinois, with their two children. Bob and Maria are avid supporters of their favorite charity, the Northern Illinois Food Bank. Bob enjoys staying active through participation in hiking, trail-biking and golf.

Jeff Rennert serves as the Chief Information Officer at Crescent Grove Advisors. He assists with directing the Firm’s information security policy and shepherds the Firm’s digital and physical assets.

Prior to joining Crescent Grove Advisors, Jeff was the Systems Administrator at Ziegler Capital Management, where he worked for twenty years. His responsibilities there ranged from helpdesk support to infrastructure virtualization. In the previous century he received his BA in History from Carleton College in Northfield, Minnesota.

Jeff resides in Buffalo Grove, Illinois, with his wife Rebecca and three children. His interests include M.U.L.E., electric vehicles, hummingbirds and pinball. Given a choice, he would prefer to sleep on a screen porch in the summertime and downhill ski in the winter.

Jeffrey (Jeff) Robbins is a Senior Financial Analyst of Crescent Grove Advisors. Jeff is responsible for assisting a Senior Client Advisor to provide personalized financial analysis and comprehensive solutions to C-suite executives, entrepreneurs and private business owners and their families. This includes the preparation of analysis and reports for the Senior Client Advisor and providing recommendations relative to the client’s needs.

With over twenty years of experience, Jeff has had exposure to several roles in the financial services industry. Most recently prior to joining Crescent Grove Advisors, Jeff was a Senior Planner at Beacon Pointe Advisors, a national registered investment advisory (RIA) firm and he served as a Wealth Manager for a locally owned RIA prior to its 2021 acquisition by Beacon Pointe. Prior to that, Jeff worked for two related Indiana-based RIA firms, one of which advised a long-short value equity hedge fund. His roles there concluded with operational oversight of the hedge fund.

Jeff graduated from Hillsdale College (Hillsdale, Michigan), earning a double major in Political Economy and Finance. Jeff obtained his Certified Financial Planner™ certification in 2019. Jeff lives in Waukesha, Wisconsin, with his wife, Sheri, and their son. Jeff enjoys spending time with his family, especially time outdoors in the summer and fall. He is an active volunteer in the community, and enjoys reading, hiking, and cheering on the Green Bay Packers and Milwaukee Brewers.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Mike Rumage is a Financial Analyst with Crescent Grove Advisors. Mike works with a Client Advisor to provide personalized financial analysis and comprehensive solutions to C-suite executives, entrepreneurs, and private business owners.

Prior to becoming an Analyst at Crescent Grove Advisors, Mike graduated from the University of Wisconsin – Whitewater where he earned his bachelor’s degree in finance. At Whitewater, Mike was a member of the Applied Investments Program where he was part of a team of nine student analysts who managed a stock only portfolio for the business school.

Mike lives in Milwaukee and has grown up in the area his entire life. He played club tennis at UW-Whitewater and continues to participate in a variety of sports. He enjoys taking hiking trips and would love to visit all 50 states!

Eric Schmitz serves as Director – Public & Private Markets and Institutional Portfolio Manager at Crescent Grove Advisors. As a key member of the Investment Committee, Eric collaborates with the Chief Investment Officer and other investment committee members to conduct in-depth, customized investment research, ensuring a robust, open-architecture investment platform. Beyond his committee responsibilities, Eric advises institutional clients in constructing tailored portfolios to meet long-term objectives and partners with advisors internally to design personalized portfolios for ultra-high-net-worth clients.

Before joining Crescent Grove Advisors as a Financial Analyst in 2016, Eric was a Research Associate at William Blair, focusing on the consumer staples sector. In this role, he supported investment research through financial statement analysis, model development, and investment recommendations. Earlier in his career, Eric held analyst roles in retail and wealth management.

A Chicago native, Eric earned the CFA designation in August 2017 and is an active member of the CFA Society. He holds a BS in Finance with a minor in Accounting from DePaul University.

Joe Sexton is an Investment Analyst for Crescent Grove Advisors. Joe works with the Crescent Grove Investment Committee to provide tailored investment research to Advisors and conduct diverse support projects for the Director of Markets. Additionally, he assists operations for the Cedar Street Charitable Foundation.

Prior to Crescent Grove Advisors, Joe attended Marquette University where he earned a degree in finance and accounting. In the fall of 2021, he joined Crescent Grove Advisors as a part-time Intern in his junior and senior years. During his time as an intern, he had a variety of roles on Advisor teams, the Cedar Street Charitable Foundation, and various projects for all branches across Crescent Grove Advisors.

Joe was born and raised in St. Paul, Minnesota, but is happy to live closer to extended family in the greater Milwaukee area. He has been an avid golfer all his life and enjoys getting up to his family cabin or socializing with friends around Milwaukee.

Jeanne Simmons is an Operations Specialist with Crescent Grove Advisors. She is responsible for assisting Wealth Advisors by coordinating and implementing financial plans addressing tax planning, cash flow and risk management, as needed. Jeanne is also responsible for providing operational support with the establishment and maintenance of accounts, coordinating transactions and managing the day-to-day workflow for the firm.

Prior to joining Crescent Grove, Jeanne served in a number of investment capacities within BMO Global Asset Management (formerly M&I Investment Management Corp). Over her 24 years with BMO/M&I, Jeanne held administrative management and support positions, was an equity trader, and most recently was a financial analyst working with separately managed accounts across several investment strategies.

Jeanne earned her BS degree in Business Management from Cardinal Stritch University in Milwaukee, Wisconsin. She and her husband, Matt, reside in Franklin, Wisconsin. In addition to cheering her family on when they play baseball and other activities, Jeanne enjoys playing volleyball, hiding out in the peaceful north woods, watching movies and loves traveling with her family.

Mary Tarman is a Tax Analyst with Crescent Grove Advisors. At Crescent Grove Advisors, Mary reviews income tax returns, conducts tax research, and assists in tax planning for clients.

Prior to joining Crescent Grove Advisors, Mary worked as a paralegal II at Foley & Lardner, Trust and Estates. Mary has experience in trust taxation from M&I Trust Company, Banc One Trust One, and FIS.  Mary also has income tax experience from various public accounting firms in Milwaukee.

Mary graduated from UW-Milwaukee with a BA-Finance. Mary continued her education in accounting and received her CPA license in 2015.  Mary and her husband, David, currently live in Brookfield, Wisconsin.  Mary enjoys volunteering at Church and is currently the treasurer for Boy Scout Troop #485 from St. Joseph parish in Wauwatosa. Mary enjoys gardening, furniture refinishing, and spending time with family.

Shanna Venne is a Senior Financial Analyst with Crescent Grove Advisors. She is responsible for assisting a Senior Client Advisor in the implementation of highly customized financial solutions for Senior Executives, entrepreneurs and private business owners and their families. In this role, Shanna provides analysis and recommendations based on a holistic understanding of the client’s values, goals and unique circumstances.

Prior to joining Crescent Grove Advisors, Shanna was responsible for client account administration at a boutique wealth management firm in the Milwaukee area. Earlier in her career, Shanna was a market maker for a proprietary trading firm in Chicago, IL.

Shanna graduated with a degree in Consumer Science with an emphasis in Personal Finance from the School of Human Ecology at the University of Wisconsin – Madison. She earned the CPA designation in 2015. Shanna lives in New Berlin, Wisconsin with her husband, Chad, and their two daughters. In her free time, Shanna enjoys reading and spending time outdoors with her family.

Brooke Vestal is a Senior Financial Analyst at Crescent Grove Advisors in the Atlanta Office. Brooke works with a Senior Client Advisor to provide personalized financial analysis and comprehensive solutions to C-suite executives, entrepreneurs and private business owners. This includes the preparation of analysis and reports for the Senior Client Advisor and providing recommendations relative to the client’s needs.

Prior to joining Crescent Grove Advisors, Brooke was a Senior Private Wealth Management Associate at Morgan Stanley for twelve years. In this role, Brooke focused on exemplary service to ultra-high net worth clients including trading, operations, reporting, proposals, and implementation.

Brooke graduated from Florida State University and currently resides in Atlanta, Georgia. In her free time, Brooke enjoys spending time with friends and family, walking her dogs, going to FSU football games with her dad, and traveling.

Dustin Wolk is a Client Advisor with Portfolio Advisory Services. Dustin is responsible for providing portfolio management services to high-net-worth individuals and families. He seeks to construct customized financial analyses and solutions tailored to his clientele and their families.

Dustin graduated from the University of Wisconsin-Milwaukee with Bachelor’s degrees in Accounting and Finance. He holds a designation as a Certified Financial Planner™.

He currently resides in Bayside, Wisconsin with his wife, Samantha. With a passion for scuba diving and exploring the world, he spends his free time planning his next adventure abroad. He also enjoys everything Wisconsin summers have to offer, spending weekends camping and hiking with family and friends.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™, and CFP^® in the United States, which it authorizes use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements.

Jim Wood is a Senior Client Advisor of Crescent Grove Advisors. Jim creates customized financial planning strategies that help top executives, entrepreneurs and business owners build, manage and transfer their wealth.

Prior to joining Crescent Grove Advisors as an equity partner, Jim was a Senior Client Advisor at Cedar Street Advisors, a boutique wealth management organization catering to highly affluent clients. Previously, Jim was an account manager with a subsidiary of Goldman Sachs, where he was responsible for advising C-suite executives on their personal financial affairs.

A native of Albany, New York, Jim received his J.D. degree from the University of San Diego and was admitted to practice law in New York State. Jim earned a BA from Boston College. He and his wife, Pat, reside in Mequon, Wisconsin, and have three adult children. In his free time, Jim enjoys playing ice hockey and golf.

Anthony Wright is a Senior Client Advisor of Crescent Grove Advisors and Manager of the firm’s Atlanta Office. In this role, he tailors personalized investment management and financial planning strategies that enable busy C-suite executives, entrepreneurs and business owners to grow and protect their wealth and to enjoy the success they earned with the people they love. Anthony also serves on the Crescent Grove Advisors Investment Committee and the Crescent Grove Advisors Cash Balance Pension Plan Committee.

Prior to joining Crescent Grove Advisors as an equity partner, Anthony was a Senior Client Advisor at Cedar Street Advisors, a boutique wealth management organization that catered to highly affluent clients. Before this, he was an Account Manager with a subsidiary of Goldman Sachs, where he was responsible for advising C-suite executives, entrepreneurs and business owners on their personal financial affairs.

Anthony earned his BA in Sociology from Lee University. Subsequently, Anthony received his J.D. degree from Regent University School of Law and was admitted to practice law in the Commonwealth of Virginia. Anthony and his family reside in Atlanta, Georgia and enjoy traveling together whenever the opportunity presents itself.

Rosa Zagorski is a Senior Financial Analyst of Crescent Grove Advisors. With over twenty years of experience in the financial services industry, Rosa is responsible for assisting a Senior Client Advisor in the implementation of highly customized financial solutions for C-suite executives, entrepreneurs and business owners and their families. This includes the preparation of analysis and reports for the Senior Client Advisor and providing recommendations relative to the client’s needs.

Before joining Crescent Grove Advisors, Rosa was a Senior Financial Analyst at Cedar Street Advisors, a boutique wealth management organization catering to highly affluent clients. Prior to joining Cedar Street Advisors, Rosa was the Corporate Compensation Director for Marshall & Ilsley Corporation, where she was responsible for the design, implementation and administration of the company’s compensation programs, with a focus on executive compensation.

Rosa has attained her CPA designation. Rosa received her MS-Taxation and BBA-Accounting degrees from the University of Wisconsin – Milwaukee. Rosa lives in Brookfield, Wisconsin, with her two children. In her free time, Rosa enjoys running, traveling with her children and reading.

Amy Zastrow is a Senior Operations Specialist with Crescent Grove Advisors. With over twenty five years of financial services experience, Amy is responsible for providing comprehensive service for clients of the firm. This includes establishment and maintenance of accounts, coordinating transactions and managing the day-to-day workflow for the firm.

Prior to joining Crescent Grove Advisors, Amy was an Account Administrator at Cedar Street Advisors, a boutique wealth management organization catering to highly affluent clients. Before joining Cedar Street Advisors, Amy was an Assistant Trust Administrator with Marshall & Ilsley Trust Company.

Amy received her BS in Business Administration degree from Ottawa University. She and her husband reside in New Berlin, Wisconsin with their daughter and son. In her free time, Amy enjoys volunteering at and attending her children’s activities, and spending time with family.

Lindo Zondo is a Financial Analyst at Crescent Grove Advisors. Lindo Began his career in the financial services industry in 2021. Lindo works with a Client Advisor to provide personalized financial analysis and comprehensive solutions to C-suite executives, entrepreneurs, and private business owners.

Prior to joining Crescent Grove Advisors in 2023, Lindo was an Analyst for Ayco, a subsidiary of Goldman Sachs where he supported an Account Manager with providing holistic financial planning services to high-net-worth individuals. Prior to joining Ayco, Lindo attended the College of Idaho where he was part of The College of Idaho CFA team.  

Lindo graduated from the College of Idaho with a BA as a double major in Business Administration and Management, and History. He and his wife Keletso currently reside in Palatine, Illinois with their son Khaya. In his free time, Lindo enjoys watching sports, going to the cinema, and spending time with friends and family.   

Ben Zwief is a Client Advisor with Crescent Grove Advisors. Ben specializes in developing and executing personalized financial strategies for C-suite executives, entrepreneurs, business owners, and their families. Ben delivers objective guidance across every facet of his clients’ finances, transforming personal goals into achievable outcomes. His mission is to grow, protect and manage clients’ wealth while helping them navigate through the stages of life.

Ben received his MBA from the University of Chicago Booth School of Business and his BS from the University of
Wisconsin – Madison, where he earned a double major in Finance and Real Estate.

Originally from Wisconsin, Ben now lives in Chicago, Illinois. In his free time, Ben enjoys the outdoors and is a passionate snowboarder, water-skier, golfer and soccer player. He is always on the hunt for the next novel to read, restaurant to try, or sporting event to attend.