Broker Check


When it comes to something as personal and emotional as your wealth, working with a trusted, experienced, and dedicated team of advisors is key. Everything we do is designed to help you make informed decisions about your financial future. We seek to earn your trust and build long-lasting relationships.

Meet our team of professionals, based in the greater Chicago area:


Chad Coe, CWS

CEO and President

(847) 282-3170

(847) 444-9445

In both business and life, Chad Coe is imbued with a strong passion for helping people and making a positive impact on their lives. With more than 20 years of experience in the financial services industry...

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Melanie Duguid, CFP®

Financial Consultant

(847) 282-3173

(847) 444-9445

Melanie Duguid believes that planning is the first step toward financial independence. She begins every client relationship by exploring their personal values, needs, and commitments.

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Alan Wolan

Wealth Manager

(847) 282-3172

(847) 444-9445

Understanding what is important about money is the first step Alan Wolan takes with his clients.

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