Additional Team Members

Additional Team Members

Every conversation with your advisor is informed by the exceptional work of our team behind the scenes.

 

Most of your interactions here will be directly with your advisor, but it’s important to understand the level of support the rest of our team provides “backstage.”

 

There is just a ton of details to be dealt with in achieving the thorough and thoughtful service we strive for. Most of this work directly affects the conversations, choices, and decisions that you and your advisor make together. Research, document and draft preparation, attending to the layers of regulations, and myriad other paperwork required when dealing with financial and insurance companies. All of this and more are deftly handled and carefully orchestrated by our dedicated team, out of view, so that you and your advisor can focus, undistracted, on your situation, your goals, and your options.

 

Again, the Goldilocks rule applies. At small firms, an advisor may have one person handling all administrative functions, or that advisor may handle some of these matters personally, which can cut into the time he or she devotes to the big picture. The very large firms may have a small army of support staff, but the sheer number of clients makes it almost impossible to deal with each client on a personal level. Your name functions more like an ID number, and your life is experienced and understood as a faceless spreadsheet.

 

We take the notion of team seriously. Although you may deal primarily with your financial advisor, it’s important to know that, supporting our advisors, every member of our team has a set of complementary responsibilities, which, together, ensure that you always receive the attention you expect from a top-tier planning firm.

 

For every client, we’re all about sustaining an ongoing conversation so that you know what’s going on with your portfolio and we know what’s going on in your life at all times. This is how we keep both aligned and in balance. And every member of our team has a critical role to play in keeping the conversation ongoing, meaningful, and productive.

Shirley Santucci

Office Manager

As office manager and executive assistant for Dave Navarro, Shirley has played a key role in the growth of the firm since she joined Chicago Oakbrook Financial Group in 2000. With her extensive experience in office relocation and expansion abilities, Shirley helped give Chicago Oakbrook Financial Group’s office a new look in 2011.  

In her role as office manager, Shirley is responsible for licensing, HR, and bookkeeping for the firm. She also plans firm events, manages Dave’s calendar, and interacts with clients on a regular basis. She especially enjoys assisting clients with service requests and helping them handle the intricacies of insurance. Shirley has been in the financial services industry for more than 15 years and has an Illinois insurance license.

Being a true Norwegian with Minnesota roots, Shirley spends most of her free time participating in outdoor activities. She and her family are enthusiastic Chicago Blackhawks fans and enjoy bike riding, rollerblading, and vacations that involve hiking in the mountains.

Kristin Johnson

Registered Paraplanner, FPQP and Management Consultant

Kristin originally joined Beacon Financial Planning Services, LLC in February 2004. In October 2014, Chicago Oakbrook Financial Group acquired Beacon's book of business. Her rapport with the clients and her previous business experience in banking, accounting, and advanced computer technology have allowed her to handle many facets of her role as a paraplanner and management consultant.  Her meticulous eye for detail and her dedication to keeping our day-to-day operations running efficiently supports our ability to focus on providing clients with the highest quality of customer service.

Kristin's artistic abilities have also been used to create firm advertisements, website, brochures, and to coordinate our special client events.

In April 2008, Kristin successfully completed her studies and national examination with the College of Financial Planning in Denver, Colorado, to become a Financial Paraplanner Qualified ProfessionalTM.

Kristin's hobbies and interests include genealogy, creating home decor, sculptures, greeting cards with paper, and handweaving towels and scarves on an 8-shaft floor loom.

Kim van Eijk

Associate

If you have called or visited Chicago Oakbrook Financial Group’s office, you have probably spoken to or met Kim. Since joining the firm in 2011, Kim has become the first and last line of defense. From greeting visitors and fielding phone calls to processing paperwork and keeping the office organized, she handles a multitude of responsibilities.

As a client of the firm before becoming a member of the team, Kim provides a unique perspective that helps continually improve the client experience. With a marketing degree from Indiana University, she has lived and worked in both New York and the Netherlands before settling back home in Chicago. Kim is also the former owner of Arte Moderne, an antique store in downtown Glen Ellyn.

Kim is the mother of four children and currently resides in Glen Ellyn with her husband, Willem. When not manning Chicago Oakbrook Financial Group’s concierge desk, Kim spends her free time reading, knitting, and gardening.

Grace van Eijk

Associate

Grace began her career at Chicago Oakbrook Financial Group in December 2014. Although she majored in elementary education at the University of Illinois at Chicago, she has found a new niche assisting Chicago Oakbrook Financial Group’s marketing leader, Carlo Airdo, with a variety of different marketing tasks.

Around the office, you will find Grace keeping busy managing social media pages, implementing daily marketing items, and, most recently, assisting with administrative tasks on Chicago Oakbrook Financial Group’s 401(k) team.

Grace currently resides in Chicago. In her free time, she enjoys stand-up paddleboarding, hiking, and taking road trips with friends. Her favorite places to travel are New Orleans, Louisiana, and Maui, Hawaii.

Hanna An

Associate

Hanna An joined Chicago Oakbrook Financial Group in October 2017.  She works closely with advisor Jae Ha, playing an important role in serving Jae's clients.  Before joining our firm, Hanna worked as a certified public accountant at an accounting firm, where she prepared corporate tax returns, bank reconciliations, general financial statements, and processed payroll.

Fluent in Korean and originally from South Korea, Hanna came to the U.S. when she was 20 years old. Hanna is an adventurer, having spent time living on both sides of the country—first in Seattle, Washington, then in Ithaca, New York, before settling in the Midwest. She earned a BA in hospitality business from Michigan State University.

Hanna currently resides in Aurora with her husband, Maroo, and her son, David.

Grace Ahn

Associate

Grace Ahn rejoined Chicago Oakbrook Financial Group in March 2018 after taking some time off to be with her family.  Grace’s enthusiastic disposition and helpful attitude play an important role in assisting advisor Jae Ha and his clients, with whom she worked from 2014 to 2016.

Originally from South Korea and fluent in Korean, Grace came to the U.S. with her husband and two small children in 2010. Grace has a strong language and educational background, having worked for Sahmyook University in Korea and Wolf’s Language Academy. 

Grace holds a bachelor of arts degree in music education. Grace enjoys playing the piano in her free time.

Lisa Lawler

Associate

Lisa rejoined Chicago Oakbrook Financial Group in February 2018, having been with the firm from June 2002 through February 2012. Lisa has more than 15 years of financial industry experience in delivering outstanding client service and ensuring smooth and accurate operations. She plays an important role in providing support services for advisor John Ferrante’s clients. 

In her free time, Lisa enjoys tennis, bicycle-riding, and spending time with family and friends.  A mother of three grown sons, Lisa and her husband of more than 30 years reside in Elk Grove Village, Illinois. 

Alexis Rand

Associate

Alexis joined Chicago Oakbrook Financial Group in November 2019 as an associate for advisor Dave Navarro.  Alexis has proven to be a quick study especially since the COVID-19 pandemic occurred during her essential training period. Her current responsibilities include servicing clients with day-to-day needs, gathering documentation, and paperwork along with answering general client calls.

Alexis, her husband, and three children relocated from San Fransico, California, prior to working with us.  She has a bachelor's degree in human biology but prefers to work with people as opposed to a lab.  She enjoys attending her kids' events, reading, cooking, and baking.