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



Our advisors

Advisor photo for Joseph Alan Wojcik

Joseph Alan Wojcik

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Joseph Alan Wojcik Visit Joseph Alan Wojcik's website
Advisor photo for Jeremy Folk

Jeremy Folk

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jeremy Folk Visit Jeremy Folk's website


Our team

Samantha Mazgay

Samantha Mazgay

Office Manager

Qualifications

  • BS, Sociology – Illinois State University
  • Working in the financial services industry since 2017
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Sarah McGrath

Sarah McGrath

Administrative Assistant