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Experts who listen to you

Your financial planning team is highly educated with years of practical experience. Rest assured, even if your situation is not unique to them, you are. Our team devotes time getting to know your dreams—and your concerns.

Whether you’re a high net worth family with a need for legacy planning or are just getting started in your career, we work together with you to find the best solutions, ones that give you the freedom to pursue life on your terms. Yes, we’ve won our share of awards and received many accolades. But those pale in comparison to seeing clients successfully navigate life.

Five Star Wealth Manager Award winners 12 years in a row

2012 - 2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in 10/23 based on data gathered within 12 months preceding the issue date. 5,549 Chicago-area  advisors were considered, 405 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit

A support team ready to assist

You deal primarily with your advisor at Chicago Oakbrook Financial Group. For some day-to-day tasks, however, you may get the opportunity to work with our talented support team. They stand ready to bring the same personal service and caring attitude you expect.

Whether it’s handling paperwork, helping you access documents, or something else entirely, our team makes it a goal to build on our ongoing conversation and strengthen the relationship.