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:
CEO and President
In both business and life, Chad Coe is imbued with a strong passion for helping people and making a positive impact on their lives.
Over the course of his two decades of experience in the financial services industry, one of the most important things Bob Bernstein has learned is that there is always more to learn.
For Trevor Brody, financial planning isn’t a one-time event; it’s an ongoing process that requires honest and open conversation.
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.
Understanding what is important about money is the first step Alan Wolan takes with his clients.