Meet Our Team
Rick Alteri
Senior Financial Analyst
Lake Forest - IL
Adam Lieb
Chief Business Development Officer
Lake Forest - IL
Bijal Chikani, CPA
Director of Tax - Illinois
Lake Forest - IL
Maureen Costello
Senior Project Manager, Senior Financial Analyst
Milwaukee - WI
Sanders Dargan
Financial Analyst
Lake Forest - IL
Blake Durham, MBA
Client Advisor
Atlanta - GA
Kate Eisenmenger
Office Manager
Lake Forest - IL
Gary Gawryleski, MBA
Senior Client Advisor
Milwaukee - WI
Gregg George, J.D., LL.M.
Founder, Managing Director, Senior Client Advisor
Lake Forest - IL
Chris Jauch, MBA
Senior Client Advisor
Milwaukee - WI
Blake Karls, CFA
Director - Investment & Media Communications
Milwaukee - WI
David Keevins, MBA
Founder, Managing Director, Co-Chief Investment Officer, Senior Client Advisor
Lake Forest - IL
Nick Kochanski, CFA, MBA
Founder, Managing Director, Chief Financial Officer, Senior Client Advisor
Lake Forest - IL
Andrew Krei, CFA
Co-Chief Investment Officer
Milwaukee - WI
Patrick Malloy, CPA, J.D.
Director of Tax - Wisconsin
Milwaukee - WI
Noelle Matkovich
Senior Operations Specialist
Milwaukee - WI
Bob Peterson, J.D.
Senior Wealth Advisor
Lake Forest - IL
Mitchell Prosk, J.D., MBA
Founder, Senior Client Advisor
Lake Forest - IL
Jeffrey Rennert
Chief Information Officer
Lake Forest - IL
Jeffrey Robbins, CFP®
Senior Financial Analyst
Milwaukee - WI
Mike Rumage
Financial Analyst
Milwaukee - WI
Eric Schmitz, CFA
Director - Public & Private Markets, Institutional Portfolio Manager
Lake Forest - IL
Joe Sexton
Financial Analyst
Milwaukee - WI
Jeanne Simmons
Financial Analyst, Operations Specialist
Milwaukee - WI
Mary K. Tarman, CPA
Tax Analyst
Milwaukee - WI
Shanna Venne, CPA
Senior Financial Analyst
Milwaukee - WI
Brooke Vestal
Senior Financial Analyst
Atlanta - GA
Elizabeth Watkins
Chief Operating Officer, Chief Compliance Officer
Lake Forest - IL
Dustin Wolk, CFP®
Client Advisor
Milwaukee - WI
James Wood, J.D.
Senior Client Advisor
Milwaukee - WI
Anthony Wright, J.D.
Senior Client Advisor
Atlanta - GA
Rosa Zagorski, CPA
Senior Financial Analyst
Milwaukee - WI
Amy Zastrow
Senior Operations Specialist
Milwaukee - WI
Lindo Zondo
Financial Analyst
Lake Forest - IL
Ben Zwief
Senior Financial Analyst
Lake Forest - IL