Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Diane Warnaar, Private Wealth Advisor serving the Warrenville, IL area - Ameriprise Advisors

Diane Warnaar

CFP®, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Diane Warnaar's website

Team

Lorilyn Prestidge-Davtian

Lorilyn Prestidge-Davtian

Financial Advisor

Qualifications

  • CRPC
  • APMA
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Liz Dong

Liz Dong

Financial Advisor

Haley Warren

Haley Warren

Paraplanner

Qualifications

  • Series 7, 24, 63
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Ethan Bortner

Ethan Bortner

Paraplanner

Qualifications

  • CFP®, BFA™, CRPC®, APMA®
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Diane Kroeger

Diane Kroeger

Client Service Manager

Paul Mueller

Paul Mueller

Financial Planning Assistant

Catherine Collins

Catherine Collins

Client Service Specialist

Amanda Gotte

Amanda Gotte

Client Service Specialist

Kelly Herington

Kelly Herington

Client Service Specialist

Dayna Unterdorfer

Dayna Unterdorfer

Receptionist

Elijah Bortner

Elijah Bortner

Intern

Nicole Vydra

Nicole Vydra

Intern