8755 West Higgins Road, Suite 200
Chicago, IL 60631
773.693.6100
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Chicago, IL (Higgins Road)

8755 West Higgins Road, Suite 200
Chicago, IL 60631


 

Leadership Staff


John R. Ekman

Divisional Vice President

John R. Ekman has over 30 years of experience in the financial services sector, with particular expertise in recruitment, business development, business transformation strategies and territory management. Prior to joining Lincoln, Ekman spent seven years at U.S. Bancorp Investments, most recently as senior vice president and divisional manager of the Metro Midwest division, the largest in USBI’s footprint. In addition to being a top recruiter at USBI, Ekman had additional responsibility for driving growth in sales, revenue and overall market share, as well as leading cultural and business model changes to maximize profit and productivity. Ekman graduated from the University of California, Santa Barbara and holds Series 3, 7, 8, 24, 63, and 65 registrations and Life and Health Insurance licenses.

CRN-1847546-071417

 

Terrence Newman

Phone

773.380.8505

Email Address

Terrence.Newman@LFG.com

 


 

Lincoln Financial Advisors


Frank Blatchford, MBA, CRPC®

Financial Planner

Phones

Office: 773.867.3606
Mobile: 312.480.0999

Email Address

Frank.Blatchford@LFG.com

Frank Blatchford brings to his financial planning practice more than 20 years experience in wealth management, real estate, and the financial markets, including options and commodities. He oversaw 401(k) plans, bought and sold investment real estate, owned his own real estate management company, and traded for his own account as a member of the Chicago Board of Trade and Chicago Board Options Exchange. His broad experience allows him to bring innovative solutions to his clients in the areas of estate, investment, retirement, and business succession planning.

Education: BA, Cornell University MBA, The University of Chicago

 

Howard Bushnell

Financial Planner

Phone

773.380.8529

Email Address

Howard.Bushnell@LFG.com

 

George Ciszewski

Financial Planner

Phones

Office: 773.380.8574
Fax: 773.693.2531

Email Address

George.Ciszewski@LFG.com

 

Craig T. Flagg

Private Wealth Advisor

Phones

Office: 773.380.8503
Direct Fax: 773.867.3678
Fax: 773.693.2531

Email Address

Craig.Flagg@LFG.com

 

William M. Gordon, CFP, CRPC, ChFC

Financial Planner

Phones

Office: 773.867.3636
Cell: 630.215.7337
Fax: 773.693.2531
Home Business Phone: 630.357.3030

Email Address

Bill.Gordon@LFG.com

California Insurance License Number: 0D07848

 

Aaron Harkavy, CFP®

Financial Planner

Phones

Office: 773.867.3637
Fax: 773.693.2531

Email Address

Aaron.Harkavy@LFG.com

Client-focused, strategic, trusted, service-oriented, analytically astute, unquestioned integrity – these phrases describe Aaron Harkavy and his approach to comprehensive financial planning. Aaron's clients appreciate his dedication to listening well and to keeping their goals foremost in mind. He assists individuals and business owners in helping towards meeting their specific investment and financial planning needs. Among his specialties are retirement planning, asset allocation, employee benefit design analysis, support, and implementation. Aaron is a twenty year veteran with Lincoln Financial Advisors in the capacity of investment advisor representative and registered representative. He is a licensed agent with The Lincoln National Life Insurance Company and other fine companies. He graduated from the University of Wisconsin – Madison with a Bachelor of Science in economics. He has also earned the CERTIFIED FINANCIAL PLANNER™ certification and currently holds FINRA (NASD) Series 6, 7, and 63 registrations and insurance licenses in various states.

 

Tom Kedzie CFP®, MBA

Financial Review

Phones

Office: 773.380.8533
Fax: 773.693.2531

Email Address

Tom.Kedzie@LFG.com

Website: KedzieRetirement.com

For over 20 years Tom’s practice has focused on retirement planning. His passion is to help people secure their financial future so that retirement is the best time of their lives. Whether you are years away from retirement or currently in retirement, Tom can be of help to you.

Tom employs a holistic approach to retirement planning based on your goals and objectives. He integrates all the pieces of the retirement puzzle into one comprehensive financial plan. His process is to first secure sources of income with Social Security optimization, pensions, and asset allocation to increase income and mitigate risk. Health care planning involves Medicare strategies, long term care protection, and living trusts with power of attorney for healthcare. Tax reduction and asset repositioning strategies are used to reduce Medicare Part B & D costs, income taxes, and potentially increase cash flow. Distribution and estate planning make sure that income and assets flow to you and your loved ones in an efficient way and avoid probate.

Tom is a believer in continuous learning to improve his ability to serve clients. Tom has earned the CERTIFIED FINANCIAL PLANNER™ certification and is a member of the Financial Planning Association. He has an MBA in Finance from Michigan State University and a B.S. degree in Finance from DePaul University. Tom holds Series 6, 7, 63, and 65 registrations and is licensed to sell health and life insurance.

Tom lives in Naperville with his wife Becky and has two grown children. He enjoys biking, traveling, and spending time with family. He is active in his community and serves as an usher in his church.

 

Ross J. Meitin, CFP®

Financial Planner

Phones

Office: 773.867.3620
Fax: 773.693.2531
Cell: 312 391.9848

Email Address

Ross.Meitin@LFG.com

Website: rossmeitin.com

In-depth conversations, timely service and thorough planning are the reasons families choose to work with Ross Meitin, CFP® of Lincoln Financial Advisors. He prides himself on creating an environment that fosters his clients’ ability to visualize their financial future.However, being a confidant also requires the strength to challenge assumptions, outdated paradigms and the status quo-which results in actionable plans and better outcomes.

Ross’s clients are business owners, professionals and retirees. Nearly all of them had current advisors and yet discovered that a clearer picture of ‘their financial plan’ could be afforded by engaging Ross. He has spent his entire 14 year advisory career with Lincoln Financial Advisors. That stability, rarely seen today, has enabled him the flexibility and depth of resources to focus all his attention on serving clients.

Ross enjoys playing golf, lifting heavy weights, watching college football. He supports Autism Speaks and A Safe Place through his fundraising efforts. The best parts of his life are his wife Sharon and their three boys, David, Ryan and Zachary.

 

Jerry R. Michaels, CRPC

Wealth Preservation Specialist
Sagemark

Phones

Office: 773.380.8513
Fax: 773.693.2531

Email Address

Jerry.Michaels@LFG.com

Jerry has always focused on providing creative estate planning, business succession solutions and financial planning to affluent business owners and families with his clientele comprising many of the most successful individuals and businesses in the Chicagoland area.

Additionally he provides financial planning resources to national planning firms, property and casualty firms, certified public accountants, and estate planning attorneys throughout Illinois and is licensed throughout the Midwest, California, New York, and Florida.

Jerry is a featured speaker at many estate planning meetings and sponsors seminars on wealth accumulation, preservation and retirement modeling.

He gives back to his community by coaching youth sports leagues, serving as an officer on his condominium board, being a member of various charitable groups among which benefit medical groups and the police and fire department.

Jerry has a Bachelor of Science degree in accounting from the University of Illinois and took graduate studies in the Master Program at Roosevelt University.

Jerry enjoys sports of all kinds, being with his family and making people laugh. He is a second generation Chicago native, and is married with three children.

Jerry R. Michaels is a registered representative of Lincoln Financial Advisors Corp.

 

Paul E. Nick, ChFC

Financial Planner

Phones

Office: 773.380.8512
Fax: 773.693.2531

Email Address

Paul.Nick@LFG.com

Paul E. Nick, CLU, ChFC is a registered representative since 1976 when he joined Connecticut General, a predecessor to CIGNA Financial Advisors. Paul is an Investment Advisor Representative with Lincoln Financial Advisors Corp., a Registered Investment Advisor and Broker Dealer. He works with high net worth individuals to provide comprehensive, customized financial planning.

Paul provides advanced Investment Planning, Estate Planning, Business Succession, and Retirement Planning to Individuals, Professionals, Business Owners and Retirees. He is a licensed insurance agent with Lincoln National Life Insurance Company.

Paul got his Master’s degree in 1973 from Northwestern University. He currently has FINRA series 7, 63 and 66 and is licensed in various states.

Paul is a past President of the Illinois Financial Planning Association and the North Shore Chapter of the International Association of Financial Planning as well as holding numerous Board Positions in his 25+ years of membership.

 

John Nordstrom

Financial Planner

Phones

Office: 773.380.8546
Fax: 773.693.2531

Email Address

John.Nordstrom@LFG.com

 

Charles B. Poindexter II

Financial Planner
Lincoln Financial Advisors

Phone

773.380.8573

 

Helen Rancich

Registered Representative

Phones

Office: 773.380.8518
Fax: 773.693.2531

Email Address

Helen.Rancich@LFG.com

 

Paul A. Schuring, AWMA®

Financial Planner
Lincoln Financial Advisors

Phone

773.867.3644

 

Robert E. Smith CFA, CFP®, CRPC®

Financial Planner

Phones

Office: 773.380.8520
Fax: 773.380.8521

Email Address

Rob.Smith@LFG.com

Robert E. Smith, CFA, CFP®, CRPC is an investment advisor representative and registered representative with Lincoln Financial Advisors Corp., a registered investment advisor and broker-dealer. He is a licensed insurance agent with The Lincoln National Life Insurance Company.

Mr. Smith graduated from Marquette University in 1981 with a Bachelor of Science degree in business, specializing in marketing and finance. He has earned the Chartered Financial Analyst designation, the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor designation. He currently holds FINRA Series 7, 24, 63 and 65 registrations and various state insurance licenses.

As a financial planner with over 30 years of experience in the financial services industry, Mr. Smith assists individuals and business owners in helping to meet their specific investment and financial planning needs. Among his concentrations are retirement plan analysis, portfolio management and asset allocation analysis. Rob conducts financial planning and investment seminars and workshops, and he has written a regular column for the Daily Herald on financial topics.

Mr. Smith and his wife reside in Arlington Heights, Illinois, where they enjoy spending time with their four children. He is a member of the CFA Institute and The Investment Analysts Society of Chicago. He has served as an elected commissioner of the Arlington Heights Park District. He is also a parishioner at Our Lady of the Wayside Church.

 

James E. Stone, CFP®, CLU, ChFC, CRPC®

Financial Review

8 X IRONMAN Finisher

Phones

Office: 773.867.3677
Fax: 773.693.2531

Email Address

Jim.Stone@LFG.com

Mr. Stone’s practice centers around assisting prosperous entrepreneurs and executives towards achieving their Investment, Retirement, Succession and Estate Distribution goals through a comprehensive financial planning process. Jim’s philosophy is the same as the Lincoln philosophy regarding his client relationships has always been the same; Serve First, Last, and Always℠.

Jim has been a requested speaker at both public and industry meetings. He has hosted over 80 educational seminars discussing a wide array of financial planning topics.

Jim and his wife, Amy, live in St. Charles with their three sons, Drew, Alex, and Will.

Education

  • BS (Business Administration & Economics) 1993, Illinois State University Professional Certifications and Designations
  • CERTFIED FINANCIAL PLANNER™, CFP®
  • Chartered Life Underwriter, CLU
  • Chartered Financial Consultant, ChFC
  • Life Underwriter Training Council Fellow, LUTCF
  • Chartered Retirement Planning Counselor, CRPC

 

John R. Towers, CRPC®

Financial Review

Phones

Office: 773.867.3659
Fax: 773.693.2531

Email Address

John.Towers@LFG.com

John provides sophisticated Estate, Business Succession, Investment, and Retirement Planning primarily to Successful Business Owners. He has chosen to affiliate with Lincoln Financial Advisors; one of the recognized leaders in providing sophisticated financial planning to the affluent for over 50 years. John has served in the Financial Services Industry with various firms since 1983. Prior to affiliating with Lincoln Financial Advisors, John had an extensive and highly successful career as a VP in the Institutional Fixed Income marketplace specializing in the Municipal and the Tax-Free Bond markets. During his career, he cultivated relationships with partners and corporate investment officers; counseling them in creating, implementing, and reviewing focused portfolio strategies. His client base included many nationally recognized individual money managers and firms across the country. In addition to the Municipal marketplace, John was often asked by his clients to assist them in implementing strategies and positions in other market segments including Corporate, Mortgage-Backed Securities, Corporate Mortgage Obligation Securities, Asset-Backed Securities and Government Debt markets. John holds a BS degree in Economics (minor in Finance) from the University of Illinois, Urbana-Champaign.

John and his wife Sandy live in Western Springs, Illinois. He is a very active member of Christ Church of Oak Brook. John has served as an advisor to the Pastoral Staff of the Church as a member of the Elder Council; the College of Elders as well as a member of the Stewardship Ministry Team. John is a Past President of the LaGrange Area Young Life Committee. He is currently a member of the American Council on Gift Annuities, Chicago Council on Planned Giving as well as the Planned Giving Design center.

 

John Zaino

Director of Fringe Benefit Marketing

Phones

Office: 773.380.8572
Fax: 773.380.8592

Email Address

John.Zaino@LFG.com

John joined Lincoln Financial Advisors in 1995 with an extensive background in group benefits gained from four years of experience with Prudential Insurance Co. Prior to his time with Prudential, John had a successful career in hotel management having spent 10 years managing hotel properties in the Midwest with an excess of 300 employees per location.

John’s role as Brokerage Manager is to support all areas of group insurance benefits, health, disability income, life, long term care and dental. John also handles all individual health products. John works both on a general agent basis by supplying sales and support for over 40 insurance carriers as well as on a joint sales basis for those wishing not to pursue the total concerns and servicing in the vastly changing health insurance market.

 

DeRose Financial Planning Group


Karen L. DeRose, CFP®, CRPC®

President and Managing Partner
Derose Financial Planning Group

Phones

Office: 773.867.3631
Cell: 847.858.6932
Fax: 773.867.3630

Email Address

Karen.DeRose@LFG.com

Website: DeRoseFPG.com

Karen is Managing Partner of DeRose Financial Planning Group, a premier independent fee-based financial planning and wealth management firm that helps clients create the life they value and the legacy they envision. Her firm’s philosophy is “Life Happens… Plan for It!” With 23 years of experience, Karen and her advisory team will uncover problems you may not know you have, develop strategies to help you preserve, enhance your wealth in a complex tax and financial environment. Her firm’s clients are successful business owners, professionals and retirees who have worked hard to achieve the American Dream and now need to evaluate their situation to plan strategies to protect, accumulate and distribute their wealth. Her team’s tailored approach to financial planning is based on listening to clients and translating their wants, needs and values into a plan that builds along with preserving their wealth over a lifetime and beyond.

Karen is a CERTIFIED FINANCIAL PLANNER® Professional, a Chartered Retirement Planning Counselor® and a Registered Representative with Lincoln Financial Advisors Corp. She holds FINRA Series 6, 7, 63 and 66 registrations and is licensed to provide health and life insurance in several states.

Karen is Past Chairman of the prestigious Resource Group, comprised of the top 200 financial advisors within Lincoln Financial Advisors and Past Chairman & Founding Member of The WISE Group - Lincoln’s women advisor’s network. She believes in collaborating with other trusted advisors by adding value to her client relationship’s through business development and is the Past President of the BNI Wildfire Group and a member of The Executive Guild. Karen has appeared on NBC Chicago and has been listed in Chicago Magazine’s “Five-Star Wealth Advisor” since 20101, Women in Financial Services (WIFS) Circle of Excellence Award since 20112, Women’s Choice Award since 20113, awarded the prestigious 20 Women Too Watch Award in 2015 by Investment News. Most recently, she was named by the Chicago Daily Herald “Best Financial Planner and Wealth Management Firm” in 20184. She has been notably featured in the book “Women at the Top in Financial Services.”

Karen earned her bachelor’s degree in business, with a concentration in accounting and marketing from Barat College.

She lives in Deerfield and is celebrating 37 years of marriage with her husband, Tony. Together they have two grown sons, Anthony & Nicholas. Her son Anthony is her Partner & Financial Planner within their practice and holds his MBA from Indiana University, a JD* from the University of Illinois and is a registered CPA*. Her son Nicholas has a Finance Degree from the University of Wisconsin and is currently a Senior Financial Planning Coordinator with DeRose Financial Planning Group. Karen loves to travel, hike, yoga, scuba dive and is an avid reader. Her family is an active member of Holy Cross Church in Deerfield, IL, Board Member of Spirit Air, LLC a not for profit that provides flights for “life” and participates in several local charity events.

1 The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award. Working with a Five Star Wealth Manager is no guarantee of investment success. For more information go to http://bit.ly/2dVQQFc.
2 WIFS Circle of Excellence is a voluntary recognition program for members who achieve significant income levels in the insurance and financial services industry. For more information go to http://bit.ly/2zMfS0M.
3 The Women’s Choice Award Financial Advisor Program is based on 17 criteria associated with providing service to women clients such as credentials, experience and a favorable regulatory history. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they pay a fee to participate in the marketing program. To learn more, visit http://bit.ly/1c1AqoK.
4 Chicago’s Daily Herald Reader’s Choice campaign, which is intended to identify top businesses in the Chicago area in 160 categories by readers.

*Licensed, not practicing.

 

Anthony F. DeRose, JD,* CPA,* MBA

Associate Planner

Phone

773.380.8508

Email Address

Anthony.DeRose@LFG.com

Website: DeRoseFPG.com

Anthony is a Partner of DeRose Financial Planning Group, a premier independent fee-based financial planning and wealth management firm that helps clients to create the life they value and the legacy they envision. Anthony and his advisory team will uncover problems you may not know you have and develop strategies to help you preserve and enhance your wealth in a complex tax and financial environment. His firm’s clients are successful business owners, professionals and retirees who have worked hard to achieve the American Dream and now need to evaluate their situation to plan strategies to protect, accumulate and distribute their wealth. His team’s tailored approach to financial planning is based on listening to clients and translating their wants, needs and values into a plan that builds, preserves their wealth over a lifetime and beyond.

Anthony is a non-practicing attorney and non-practicing CPA, after passing both the IL bar exam and CPA exam. He has his Series 7 and Series 66 registrations, as well as life and health insurance licenses.

Anthony earned his bachelor’s degree in accounting as well as an MBA in accounting with a concentration in Financial Analysis from Indiana University. He also has his JD from the University of Illinois.

Anthony lives in Chicago in the Old Town neighborhood with his wife Holly. Anthony is an avid runner, having completed 7 marathons including the Rome, Edinburgh, Chicago and New York marathons. He loves movies, travel and football.

 

FairView Financial Advisors


Kevin A. Wales

FairView Financial Advisors | Wealth Planning Advisor

Phone

Office: 773.867.3626
Cell: 847.606.1087

Email Address

Kevin.Wales@LFG.com

Website: fairviewfinancialadvisors.com

Kevin’s experience in the financial arena expands thirty-plus years. His passion for the markets is surpassed only by his desire to provide help and guidance to individuals with their complex and comprehensive planning needs.

Kevin is compelled to provide panoramic financial planning to busy and successful individuals. His typical clients are executives, business owners, entrepreneurs, and many at the critical retirement threshold. These are individuals whose careers and businesses unfortunately allow them little time to create a path toward achievable wealth (internal and external to their career and/or business) …a path that allows them to optimize the accumulation, protection, diversification, and eventual distribution of their wealth.

Most have performed some planning with qualified advisors. However, often there are coordination gaps between the many aspects of planning. No single person can be an expert in all things. Consequently, Kevin believes strongly in a collaborative effort with the other FairView Advisors and the intellectual capital available from the Lincoln Financial National Planning Team. He will also work with client’s other advisors to ensure planning bridges the gaps and “brings it home”.

He is a strong advocate of educating the client to the level they desire. A well-informed client adds incredible value toward the path to achievable wealth. Planning is a dynamic process. The bonding of strong relationships with each client allows this process to remain fluid and adaptable.

Kevin has extensive knowledge of both equity and fixed income markets, domestic and international. This experience comes from owning and acting as an officer for several large trading firms over a thirty-year career. His responsibilities included trading and risk management through the many peaks and valleys of numerous business cycles. He is a graduate of Northwestern University, Evanston, IL.

Kevin and his wife are parents to three young adults. They have lived in the north suburbs of Chicago for over thirty years. He has been active in his community, especially the area of youth sports. Currently, Kevin is involved with the planting and growth of a new church in Libertyville, IL, Connections Church.

CRN-2725054-091019


 

Game Plan Retirement


Mike Foreman, MBA, CFP, CEBS

Financial Planner

"What's your Game Plan?"

Phones

Office: 773.635.0001
Fax: 773.442.0930

Email Address

Mike.Foreman@LFG.com

Website: gameplanretirement.com

Mike is the founder of Game Plan Retirement, a financial planning, employee benefits, and wealth management firm associated with Lincoln Financial Advisors’ Chicago office. He has been in the investment business since 1988. He was hired as Regional Pension Manager by Lincoln Financial Advisors in 1995. Prior to that, he was the Regional Investment Specialist for Charles Schwab & Company in Chicago, and was hired directly from college as a financial consultant at Merrill Lynch, Pierce, Fenner & Smith in 1988. 

Mike holds a Bachelor of Science degree in Corporate Financial Management from Ball State University and an MBA from Northern Illinois University. He has attained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Certified Employee Benefits Specialist (C.E.B.S.) designation.

Mike has climbed Mt. Kilimanjaro in Tanzania with his wife Kim, who teaches 6th grade English, visited Machu Pichu via the Inca trail, kayaked Glacier Bay in Alaska, and has run 4 marathons. Mike and Kim have two daughters, Gabrielle, and Michaela who attend the Rockford Gifted Academy.

Our goal is to make a difference in peoples' lives by helping them pursue their dreams, and retire as comfortably as possible.

Game Plan Retirement "What's your Game Plan?"

Mike Foreman is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp, a broker/dealer and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Game Plan Retirement is not an affiliate of Lincoln Financial Advisors Corp.


 

Gorman Capital Strategies


Russ Gorman, CFA®, CFP® & EA

Financial Planner

Phone

773.380.8595

Email Address

Russell.Gorman@LFG.com

Russ has broad experience in financial services as a director in Merrill Lynch's high yield credit research team and as a VP and senior analyst in Moody's Investors Services' leveraged finance group.  He started at Union Bank in California and then advanced to corporate and investment banking roles in global relationship management and credit structuring at Barclays Capital, Societe Generale, Bank of New York and City National Bank. In addition to his work in banking and credit research, Russ was an advisory board member at a VC firm and a CFO/COO for an electrical contracting company In California.

Russ started his own advisory firm in 2004 [Gorman Capital Strategies] to bring Wall Street ‘know-how’ to owner-shareholder companies doing business on Main Street. He holds the Chartered Financial Analyst (CFA) designation from the CFA Institute, a CFP® with the CFP Board of Standards and is FINRA 7 and 66 registered. He has a life and health insurance producer’s license in IL & CA and is an Enrolled Agent with IRS Circular 230 approval (not practicing). Russ is a member of the New York Society of Securities Analysts, the Chicago Chapter of the Association for Corporate Growth and the Illinois Financial Planning Association. Mr. Gorman received an MBA in Corporate Finance and an AB in History and Economics from the University of Southern California.


 

Magnuson Wealth Management


Michael S. Magnuson CFP, CPA* MST

Financial Planner

Phones

Office: 773.867.3657
Fax: 773.693.2531

Email Address

Michael.Magnuson@LFG.com

Website: MMagnuson.com

Ten years ago, Mike Magnuson began providing people a premier financial planning and investment experience. Because he sat on your side of the table for years, he knew not only was the service valuable, he knew that he could provide a more comprehensive, higher level service than what he saw was often being offered. (Ask him about his experiences.)

Mike has helped people get the financial results they need. He helps people focus on what is truly important to them, achieve clarity by thinking issues through, and implement cohesive, personalized solutions.

Time-tested strategies as well as the latest tools, techniques, and judgment are used where appropriate to help you towards achieving investment returns that are higher than what you would likely achieve on your own, to achieve reductions in your income and estate tax liabilities, to help you understand what it will take to get from your Here to your There, and what it will take for you to remain comfortably retired. He strives to make the complex look simple, even when simple is not easy.

Broad business experience, continuous learning, extensive study on investment behavior and decision making, and always doing what is in your best interest set him apart.

Mr. Magnuson is a CPA* with more than 25 years experience in individual, corporate and partnership taxation. He holds a M.S. in Taxation from DePaul University and a CERTIFIED FINANCIAL PLANNER™ Practitioner certification, is a graduate of the College of Financial Planning, has excelled in graduate level Investment classes, and has served as an Instructor at DePaul University in the CFP® program. Prior to establishing Magnuson Wealth Management, he worked for 16 years as Tax Director for GE Capital.

Mike is married, has 3 children, is a member of St. Theresa Parish in Palatine, IL, has coached boys travel soccer, served as Treasurer of the Palatine Celtic Soccer Club, coached girls basketball at St. Theresa School, served as Vice President of the Fremd High School Booster Board and is the Vice President of the Palatine Mens's Civic Club.

Magnuson Wealth Management is not an affiliate of Lincoln Financial Advisors Corp.
* Licensed, not practicing on behalf of Lincoln Financial Advisors Corp.


 

The Next Level Planning Group


L. Adam Stock, CFP®

M.S. Personal Financial Planning
The Next Level Planning Group

Phones

Office: 773.867.3658
Cell: 773.617.0904
Fax: 773.867.3691

Email Address

Adam.Stock@tnlpg.com

Website: tnlpg.com

Adam Stock is the founder of The Next Level Planning Group, a family wealth management firm based in Chicago.

Adam is passionate about three things:

First, helping clients navigate the many financial challenges in the present so they can experience a more meaningful and joyful financial future. Adam brings 14 years of experience, personal coaching, and the exclusive Masters of Science Degree in Financial Planning to foster close relationships with his clients.

Second, Adam is passionate about mentoring others. He is always teaching The Next Level Planning Group's staff and interns about the art and science of financial planning, and the principles of how to be a true professional.

Adam's third passion is entrepreneurship. Adam derives great satisfaction from helping his business-owner clients locate strategic partners to accelerate the growth of their businesses. He has been a member of Vistage for 6 years.

Adam's life and work is best captured in The Next Level Planning Group's motto: "Educate, Empower, and Enrich"

ON A PERSONAL NOTE:

A lifelong resident of the Chicago suburbs, Adam currently lives in Evanston with his wife, Melinda, daughters Eliana and Mayah, and son Sammy. Outside of work and family, Adam is very active in Chicago's Carleton College Alumni Association chapter. He is a member of the Board of Trustees of Beth Emet Synagogue, a classically trained violinist, and a basketball enthusiast.

The Next Level Planning Group is not an affiliate of Lincoln Financial Advisors Corp.

 

Josh Markowitz

Financial Planner

Phones

Office: 773 .380 .8583
Fax: 773.867.3691
Cell: 847.772.5088

Email Address

Josh.Markowitz@tnlpg.com

Website: tnlpg.com

Multi-talented and filled with an insatiable curiosity, Josh Markowitz is a true renaissance man.

Josh is a financial planner with The Next Level Planning Group. His specialty is bringing both art and science to the task of helping people match their expected future expenses with highly probable cash flows from their assets. The "art" is reflected in the creative and customized descriptions of clients' values, goals, and vision of the future that he weaves into their financial plans. The "science" comes alive through an integrative understanding of financial markets, estate planning, and tax reduction strategies, and the placement of the client's specific situation and goals within that context. This blending of art and science results in financial plans that are built to last, yet adaptable to the future, and serve as useful "road maps" for clients en route to their financial destinations.

Josh graduated from Carleton College a degree in history and political economy (magna cum laude). In his free time, Josh enjoys theater, sports, cooking, and playing golf.

The Next Level Planning Group is not an affiliate of Lincoln Financial Advisors Corp.

 

Drew Coleman, CFA

Financial Planner

Phones

Office: 773.380.8522
Cell: 312.504.7737
Fax: 773.867.3691

Email Address

Drew.Coleman@TNLPG.com

Website: tnlpg.com

Three core beliefs underpin Drew’s philosophy to life: be your best; knowledge is to be shared; and never stop learning. These core beliefs are expressed in the passion that Drew applies to financial planning.

A significant portion of Drew’s professional background is as an investment professional having spent time at a fund of hedge funds, a pension fund and an asset manager. His analytical training has taught him to carefully evaluate financial products, client situations, cash-flows and scenario analysis. His thorough diligence manifests itself in the creation of tailor-made financial plans that are ideally suited for his clients.

Drew graduated from the University of Michigan in 1994 with a bachelor’s degree in political science. In 2010, Drew earned his MBA from the Kellogg Graduate School of Business and was a recipient of the Jane Robertson Memorial Academic Excellence Award. Additionally, Drew holds the highly-regarded Chartered Financial Analyst (CFA) designation.

Drew lives in Evanston with his wife Rebecca, and their two children, Zoe and Alex.

 

Cassie Adesina, CFP®

Financial Planner

Phone

773.380.8584

Email Address

Cassie.Adesina@LFG.com

Website: tnlpg.com

As Financial Planner with The Next Level Planning Group, Cassie brings peace and clarity to clients’ financial lives by developing and implementing customized financial plans built around their values and vision.

Cassie is passionate about helping others, gaining knowledge and pursuing personal growth. A dependable and courageous leader, Cassie confronts challenges head-on, holds herself and others accountable, and approaches her work with clients from the mindset of both a friend and a coach.

A native of the rugged “Upper Peninsula” of Michigan and accomplished gymnast, Cassie lives in the Chicago suburbs with her husband, Leke, and children, Feranmi and Aarinola. She holds a degree in Business Administration from St. Norbert College in Wisconsin.

She has been married to her husband, Leke, since September 2014 and they have two children, Aarinola, born in October, 2015 and Ademola, born in July, 2018. They enjoy an active lifestyle, creative DIY projects, volunteering, and spending time with family at their cabin in Northern Michigan.

 

Andrew Lisi

Financial Planner

Phone

773.867.3605

Email Address

Andrew.Lisi@tnlpg.com

Website: tnlpg.com

As Financial Planner, Andrew comes alongside his clients, empowering them to be joyful and responsible stewards of their finances through a strategic financial plan that gives them confidence to achieve their goals and dreams.

After years in other careers, Andrew found his long-term passion in financial planning. He enjoys seeing clients put all of the pieces of their financial puzzle together for the first time, especially when working with individuals and families who seek to make an impact in the world by giving of their time, talent, and treasure.

Andrew is husband to his “ideal”, Stacy. Together, they have four wonderful children (yes, the house is very full). When he isn’t busy with work or playing with the kiddos, Andrew can be found reading something good, writing something reflective, spending time with Stacy, or playing basketball (that last one happens once a year now).

 

Shallcross Financial Planning


Susan Calomino CFP®, CRPC®, MBA

Financial Planner

Phones

Office: 773.867.3625
Fax: 773.867.3692

Email Address

Susan.Calomino@LFG.com

Website: shallcrossgroup.com

Susan Calomino has earned the CERTIFIED FINANCIAL PLANNER™ Practitioner certification, Chartered Retirement Planning Counselor designation and is a Registered Representative. She holds her FINRA Series 7 and 66 registrations and is licensed to provide Life Insurance and Health Insurance in many states.

Susan celebrates her 25th Anniversary with Lincoln Financial Advisors in January of 2016. She brings a great deal of experience to the financial planning process. She heads up a team of professionals who provide the resources of a large company with the personal attention needed to establish a financial plan toward success. Susan's goal is to help her clients toward their financial goals through the development of and adherence to an organized, written financial plan. Susan and her team offer a concierge-type service to help clients take advantage of all opportunities available, including Estate Planning, Retirement Income Planning, Investment Portfolio Review, Tax Reduction Strategies and Insurance and Personal Risk Management.

Susan is a member of the local Financial Planning Association and the Park Ridge Chamber's Women in Business Organization. Susan also volunteers her time with Junior Achievement and is on the Board of Ballet Chicago.

Susan Calomino is a registered representative of Lincoln Financial Advisors Corp. a broker/dealer (member SIPC) and registered investment advisor. Susan Calomino is securities licensed in AK, CA, CO, FL, IL, IN, KY, LA, MA, MI, MO, NV, NM, NC, TX, and WI.

 

Mike May

Financial Planner

Phone

773.380.8509

Email Address

Mike.May@LFG.com

 

Simply Sophisticated Wealth Planning, LLC


Keith C. Piscitello

Financial Planner

Phones

Office: 773.867.3660
Cell: 847.917.0076

Email Address

Keith.Piscitello@LFG.com

Website: s2wealth.com

As our lives seem get more challenging and more complex, it's comforting to find a trusted advisor who can cut through the noise to provide actionable advice that can be both elegantly simple to understand, and sophisticated enough to help achieve a secure financial future.

The “S2“ stands for “Simply Sophisticated“. S2 Wealth Planning's mission is to help clients clearly understand key money issues in their lives and to provide guidance and advice to encourage intentional decisions that will lead to a more secure financial future.

Keith serves on the North Suburban board of Junior Achievement of Chicago. He regularly volunteers in local grade schools, middle schools and high schools teaching courses in financial literacy, work readiness and entrepreneurship. He is also an Assistant Scoutmaster and Personal Management Merit Badge Counselor with his local Scout Troop ensuring Scouts leave the program with a high level of financial management and understanding.

Albert Einstein once stated, “If you can't explain it to a six-year-old, you don't really understand it yourself.“ Keith's extensive youth community volunteerism makes him uniquely qualified as an advisor to break down the most complicated and complex financial strategies into concepts that folks age 8 to age 88 can easily comprehend.

Our lives are a series of transitions. Transitions require choices. Delaying decision-making for fear of making the wrong choice is often the wrong choice itself. It is easier to prepare than to repair, so getting actionable advice from a trusted guide through life’s transitions can be priceless.


 

SSR Advisors Ltd.


Rick Shapiro

Financial Planner

Phone

773.867.3696

Email Address

Rick.Shapiro@LFG.com

 

Strategic Private Advisory Group


Christopher R. Fasano, CFP®, CRPC

The Strategic Private Advisory Group | Private Wealth Advisor

Phones

Office: 773.867.3604
Fax: 773.867.3634

Email Address

Christopher.Fasano@LFG.com

Website: spag-lfa.com

As a steward of his clients’ wealth, Christopher has become known for his commitment to objectivity. Establishing his practice in 2008, Christopher strives to bring a private family office approach to his clients, utilizing a unique financial planning process that is customized and highly interactive. He acts as a quarterback of his clients’ advisory team, coordinating with various legal, tax, investment and insurance advisors.

Christopher empowers his clients to make well-informed decisions relative to their estate, business succession, investment and retirement planning objectives – designed to provide them with greater financial independence and sense of security.

A graduate of the University of Wisconsin-Madison with a Bachelor’s degree in Economics, Christopher is a dedicated student of the financial planning industry. Christopher performed post-graduate work at DePaul University, completing the Certificate Program in Financial Planning in 2006. He strongly believes in and maintains the professional and educational requirements for the certification as CERTIFIED FINANCIAL PLANNER™ (CFP®). He also maintains securities registrations and insurance licensing in Illinois.

Christopher, a lifetime resident of Illinois, currently resides in downtown Chicago and in his spare time enjoys traveling, golf, and exercise.

The Strategic Private Advisory Group is not an affiliate of Lincoln Financial Advisors Corp.

 

William D. Schultz, CRPC

The Strategic Private Advisory Group
Private Wealth Advisor

Phones

Office: 773.380.8515
Fax: 773.380.8545

Email Address

Bill.Schultz@LFG.com

Website: spag-lfa.com

Bill began his financial planning career back in 1991 when he affiliated with Lincoln Financial Advisors. In 1999, Bill established his personal financial planning practice focusing on the unique needs of business owners, affluent retirees and executives.

As an advisor, Bill specializes in developing customized strategies for his clients in the areas of wealth accumulation and distribution, estate preservation and business succession planning. Bill believes his team approach, utilizing a staff of specialists on both a local and national level, empowers his clients with ideas to help towards achieving their financial goals.

Bill is a graduate of the University of Wisconsin-Madison, with a B.A. in Political Science. He has consistently qualified for Lincoln Financial Advisors top honors and is a member of Lincoln’s Premier Partners1 and prestigious Resource Group2 where he currently serves on the Investment Committee.

Bill and his family reside in St. Charles, IL where he enjoys spending time with his wife, Francesca and sons Christian, Charlie and Kevin. He enjoys many outdoor activities and is involved with his children’s sports programs.

The Strategic Private Advisory Group is not an affiliate of Lincoln Financial Advisors Corp.

1 Lincoln's Premier Partners Program is an internal designation based in part on assets under management, sales and compliance criteria.
2 An invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors.