Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Our advisors

James Forcucci, Private Wealth Advisor serving the Wheaton, IL area - Ameriprise Advisors

James Forcucci

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about James Forcucci Visit James Forcucci's website
Brian O'Connell, Financial Advisor serving the Wheaton, IL area - Ameriprise Advisors

Brian O'Connell

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Brian O'Connell Visit Brian O'Connell's website
Cory Davidson, Financial Advisor serving the Wheaton, IL area - Ameriprise Advisors

Cory Davidson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Cory Davidson Visit Cory Davidson's website
Jenine Mehr, Private Wealth Advisor serving the Wheaton, IL area - Ameriprise Advisors

Jenine Mehr

MBA, CFP®, CKA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jenine Mehr Visit Jenine Mehr's website

Our team

Jacqueline Wagner

Jacqueline Wagner

Paraplanner

Qualifications

  • Series 7
  • Series 66
  • B.S. Finance, University of Illinois, Champaign, IL
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Karen Davis

Karen Davis

Practice Manager

Mariel Curran

Mariel Curran

Client Service Coordinator

Qualifications

  • B.S. in Commerce, Business Administration, DePaul University, Chicago, IL
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Diane Donaldson

Diane Donaldson

Client Service Coordinator

Sally Weber

Sally Weber

Client Service Coordinator