630.225.4650 Ext. 113
Wendi has been with the practice since 2009! She handles the scheduling and marketing events for the practice. She is married to Tim and has a son Thomas and his wife Melissa, and daughters Hayli, and Heidi. Wendi loves spending time with family and friends, entertaining, cooking, and traveling. She also makes a great margarita!
630.225.4650 Ext. 107
Kristen handles all our back office processes. She previously worked for JP MorganChase and has a MBA in Finance from DePaul University.
Kristen enjoys spending time with her husband Chris and their four children, Ryan,Kelly, Ashley, and Megan. She also enjoys going to the kids sporting events, traveling, and spending time with friends.
630.225.4650 Ext. 112
Kevin has joined our practice after being an advisor himself for MetLife and MassMutual for 2 years. He works alongside our advisors in preparing for client meetings.
Outside of the workplace Kevin spends much of his time playing competitive Club-level Ultimate Frisbee for a team based in the Chicago Suburbs. Kevin is also an animal lover and spends time volunteering at the West Suburban Human Society.
Kristin enjoys welcoming clients at the office. She also helps with administrative task, supporting the rest of the team.
Kristin has been married to her husband Leigh for 12 years. They have three children -Jess, Lily and Logan. Kristin enjoys spending time with her family, attending her kids sporting events and activities and traveling.
630.225.4650 Ext. 110
Beth was born in Michigan and loves the changing seasons theMidwest has to offer. She is married toher husband Rich and have 3 children who are actively in sports. When she has spare time Beth enjoys readingand traveling.