Team
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) 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.
Melanie Duguid, CFP®
Financial Consultant
(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.
Alan Wolan
Wealth Manager
(847) 444-9445
Understanding what is important about money is the first step Alan Wolan takes with his clients.