8755 West Higgins Road, Suite 200
Chicago, IL 60631
773.693.6100
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Chicago OSJ Office

8755 W. Higgins Road – Suite 200
Chicago, IL 60631

Phones

Front Desk: 773.693.6100
Fax: 773.693.2531


 

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


 

Michelle Casillas

Leadership Coordinator

Phones

Office: 773.867.3623
Fax: 773.380.8570

Email Address

Michelle.Casillas@LFG.com

Michelle Casillas joined Lincoln Financial Advisors in July of 1998. She provides administrative support to the Managing Director of the Midwest Region and also handles event planning for the office.      

Michelle currently resides in Round Lake Beach, IL with her daughter but hopes to soon return back to the northwest suburbs where she was born and raised.


 

David J. Fabos

Registered Principal
Business Operations Manager

Phones

Office: 773.380.8537
Fax: 773.693.2531

Email Address

David.Fabos@LFG.com

Dave spent many years as a market maker and manager in the equities and options capital markets. He started his career at Lincoln Financial Advisors home office as a national principal concentrating in suitability and trade review. Dave assists with operations for the Chicago, Indiana, Madison, Michigan and Milwaukee area offices and is the advisors’ primary liaison for Lincoln’s operations and compliance. He holds a Bachelor of Science Degree in Accounting from Colorado Technical University and is an Investment Advisor Representative, FINRA registrations held 4, 7, 24, 53, 55, 63 and 65.


 

Patricia A. O’Connor, ChFC®

Registered Principal
Operations Lead

Phone

Office: 773.867.3645
Fax: 773.693.2531

Email Address

Patricia.Oconnor@LFG.com

Patricia O’Connor joined Lincoln Financial Advisors with 20 years of experience in the financial services industry. She is an Investment Advisor Representative and has earned the Series 7, Series 24, and Series 63 securities registrations and holds her Life, Accident and Health insurance license with the State of Illinois. She earned her Chartered Financial Consultant (ChFC®) designation from the American College in Bryn Mawr, Pennsylvania.

 


 

Deanna Patton

Operations Lead

Phones

Office: 773.867.3699
Fax: 773.693.2531

Email Address

Deanna.Patton@LFG.com

Deanna Patton has several years of experience working in the financial industry as a Planner Assistant. Prior to joining Lincoln Financial Advisors, she was the marketing coordinator and office support for a financial firm in Rosemont. She has combined experience of five years with Lincoln and joined the operations staff in 2015 as an Operations Lead. She completed her Associate degree at Wilbur Wright College and is currently completing her B.S. in Behavioral Science at DePaul University. Aside from handling the everyday operations of the office she is in charge of the advertising for the Chicago and outside offices, supports our planners with sending out their business applications, plans office events and special lunches.


 

Deepak Patil

Senior Systems Analyst

Phones

Office: 773.380.8516
Fax: 773.693.2531

Email Address

Deepak.Patil@LFG.com

Deepak has been with Lincoln Financial Advisors since July 2003. He graduated with a Bachelor’s degree in Electronics Engineering, and a MBA.

As a Systems Analyst he provides the daily network, hardware and software support to Chicago RPO staff and planners spanning multiple Lincoln offices and myriad of detached offices. Additionally he provides training on the use of operating system and software. Deepak is also responsible for telephone communications at all RPO office locations to assure continuous service with minimal disruption.


 

John Zaino

Director of Fringe Benefit Marketing

Phone

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.

 

 


 

Frank Blatchford, MBA, CRPC®

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


 

NinaMaria Byrd

Financial Planning Coordinator
DeRose Financial Planning Group

Phones

Office: 773.380.8579
Fax: 773.867.3630

Email Address

NinaMaria.Byrd@LFG.com

“Everyone has goals that they want to be able to achieve for themselves or those closest to them whether it is funding their children’s education, growing their wealth, retiring when they want to, or having the ability to leave money to their children or grandchildren and the amazing part of my job is that I get to be a part of helping them reach those goals.”

Nina grew up in southern Illinois and went on to further her education at Eastern Illinois University. She graduated from Eastern Illinois University’s Lumpkin School of Business with a bachelor's degree in finance as well as obtaining minors in pre-law and entrepreneurship. During her time at Eastern, she became well prepared for a career in financial planning by completing the courses required to sit for the CFP® exam. During her time in school she worked as a compliance intern at Stifel Financial in St. Louis as well as a financial planning intern at Boyer and Sappenfield Investment Advisors in Arcola, IL.

At DeRose Financial Planning Group, Nina helps with designing customized and comprehensive plans that are unique for each client’s specific needs. Some of her specific responsibilities include inputting data in our advanced financial planning software, acting as a client liaison as we build the financial plans, developing design strategies, and updating existing plans for annual reviews. She also is responsible for preparing implementation schedules and incorporating recommended strategies to tailor the specific needs of each client.

Nina is currently working towards obtaining her Illinois Life and Health Insurance Licenses, Series 7 License and Series 66 License.


 

Susan Calomino CFP®, CRPC®, MBA

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.


 

George Ciszewski

Financial Planner

Phones

Office: 773.380.8574
Fax: 773.693.2531

Email Address

George.Ciszewski@LFG.com


 

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.


 

Dan Daly

Financial Planner

Phones

Office: 773.380.8573
Fax: 773.693.2531

Email Address

Dan.Daly@LFG.com


 

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

"My passion is listening to clients and translating their wants, needs and values into a plan that builds and preserves their wealth over their lifetime. This leads to a long-term relationship as we create the life they value and the legacy they envision.”

“I grew up with the importance of financial planning” Karen says, referencing her father’s insurance practice. He taught her the importance of “why you plan” and personal service. She coupled this with a commitment to continuous learning, earning the CFP® and CRPC© certifications after receiving her bachelor’s degree in business with a concentration in accounting from Barat College.

In 1996, she founded DeRose Financial Planning Group to help her clients take their financial planning to the next level. “My vision is to put my client’s lives into their financial plans,” she says. “That’s why we believe, ‘Life happens, Plan for it!”

Karen is the Past Chairman of the prestigious Resource Group, comprised of the top 200 financial advisors at Lincoln Financial Advisors® and is currently Chairman of the WISE Group for LFN Women Advisors along with membership in the Financial Planning Association of Chicago. Karen believes in promoting business development by adding value to her client relationships through membership in the Executive Guild & BNI Wildfire Chapter. Karen is also a Collaborative Law Fellow with the Collaborative Law Institute of Illinois (providing financial expertise in divorces).

Karen holds her FINRA Series 6, 7, 63 and 66 registrations and is licensed to provide health and life insurance in several states.

Karen has appeared on NBC 5 Chicago and listed in Chicago Magazine as a 5 Star Wealth Advisor from 2010 to 2015. In addition, she earned the prestigious Women's Choice Award as a top female advisor in 2014 - 2015. She lives in Deerfield and is celebrating 33 years of marriage with her husband. Together, they have two grown sons, with Anthony as a partner in practice.

DeRose Financial Planning Group is not an affiliate of Lincoln Financial Advisors Corp.


 

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

Associate Planner

Phone

773.380.8508

Email Address

Anthony.DeRose@LFG.com

Website: DeRoseFPG.com

"I grew up in this business, and I have a truly great mentor who has taught me the value of financial planning. I now have the ability to see that value translated to the faces of our clients. The financial sense of security that this work brings to our clients is invaluable."

Anthony is an Associate Planner at DeRose Financial Planning Group. Anthony attended Indiana University where he earned a B.A. in Accounting and International Studies. He also earned an MBA in Accounting with a concentration in Financial Analysis. Anthony attended law school at the University of Illinois College of Law, graduating Magna Cum Laude. After law school, Anthony joined Deloitte where he focused in international taxation.

Anthony holds his Series 7 and 66 registrations, as well as insurance licenses in both Life and Health. Anthony is also a registered CPA*.

DeRose Financial Planning Group is not an affiliate of Lincoln Fiancial Advisors Corp.

 

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.


 

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

 

 


 

Mike Foreman, MBA, CFP, CEBS

"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 3rd grade, 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.


 

William M. Gordon, CFP, CRPC, ChFC

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

 


 

Russ Gorman, CFA®, CFP® & EA

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.

 

Aaron Harkavy, CFP®

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

Lincoln Financial Advisors



8755 West Higgins Rd. Suite 200
Chicago, IL 60631.2708

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.


 

Steve Lerner

Financial Planning Analyst
The Next Level Planning Group

Phone

773.867.3601

Email Address

Steve.Lerner@tnlpg.com

Website: www.tnlpg.com

As Financial Planning Analyst, Steve works with the Planners and Financial Planning Manager to prepare analysis and materials for meetings at every stage of the financial planning process.

Steve joined The Next Level Planning Group in January of 2016. He has a passion for helping others and learning new things. He graduated from Illinois State University with a degree in Business Administration.

A native of Palos Hills, he and his wife Heather now reside in Arlington Heights with their American Staffordshire Terrier, Noodle. Steve is an avid Chicago Bulls fan. In his spare time he enjoys staying active, traveling, photography, and enjoying the company of family and friends.

Steve currently holds his Illinois Life & Health insurance licenses, Series 7 registration, Series 66 registration, and is currently studying for his CFP® certification.

Steve Lerner is a registered representative of Lincoln Financial Advisors Corp. Next Level Planning Group is not an affiliate of Lincoln Financial Advisors Corp.
 


 

James A. Longo, Jr. CPA*, PFS, CFP®, CRPC®

Financial Planner
Paramount Wealth Advisors

Phones

Office: 773.867.3624
Cell: 630.330.2400
Fax: 773.380.8554

Email Address

Jim.Longo@LFG.com

Website: pwalfa.com

As a Financial Planner affiliated with Lincoln Financial Advisors, Jim’s focus each day is to fulfill the mission statement of his firm. He strives to simplify the financial aspects of his clients’ lives so they have more time to spend on the activities in their lives that bring them joy, happiness and fulfillment. Comprehensive financial planning and competent advice is the core focus with each individual client.  He takes time to build deep relationships with all of his clients who are primarily Business Owners, Corporate Executives and other Affluent families. Knowing and understanding his clients allows Jim to help them define their objectives, make clear decisions and implement proactive financial planning strategies. Jim uses a fee based approach with his clients so he can objectively develop and implement strategies that limit their risk and volatility over the long term.

Jim is a graduate of DePaul University having earned both a B.S. in Commerce Accountancy and a Master of Accountancy. He is also a CPA*. His diverse business career has included ownership/management of a local trucking company, management of an import/distribution concern, as well as various consulting engagements in the areas of re-insurance accounting, computer system implementation, print and internet advertising, and sales management/training. This diversity provides Jim with special insight into the business and personal financial challenges faced by business owners, executives and professionals alike.

 Jim is married and lives in a Chicago suburb.  He has two children and two grand-children. He enjoys golf, photography, sporting clays and helping his kids with activities such as volleyball, soccer, basketball, and wrestling. He is active in his parish, the Cursillo Movement and several charitable organizations.

Paramount Wealth Advisoris not an afiliate of Lincoln Financial Advisors Corp.

* Licensed, not practicing on behalf of Lincoln Financial Advisors Corp.


 

Michael S. Magnuson CFP, CPA* MST

Magnuson Wealth Management

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.


 

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.


 

Ross J. Meitin, CFP®

Phones

Office: 773.867 .3620
Fax: 773.693.2531
Cell: 312 391.9848
Asst. Weiqun Mao: 773.380.8531

Website: rossmeitin.com

 

 


 

Jennifer Menzies

Planner Assistant
Shallcross Financial Planning

Phones

Office: 773.380.8587
Fax: 773.867.3692

Website: ShallcrossGroup.com

Jennifer joined the Shallcross team in the spring of 2015. She holds the Series 6 and 63 registrations and provides support to Susan Calomino  and the entire Shallcross team. She is new to the financial industry and enjoys the opportunity to learn the business.

Jennifer graduated from Illinois State University in 1996 with a bachelor’s degree in Political Science (International Relations). After working professionally for 2-1/2 years, she took time off to stay at home with her 2 children. Prior to joining Shallcross Group, Jennifer worked for an e-commerce company for 3 years as a content writer and product manager.  

She is married with 2 teenage boys and spends much of her free time cheering them on at their many sporting events. She also enjoys upcycling, interior design and reading a good book.

Shallcross Financial Planning is a marketing name for business conducted through Lincoln Financial Advisors.


 

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.


 

Milica Milosev

Practice Manager

Phones

Office: 773.380.8590
Fax: 773.380-8510

Email Address

Milica.Milosev@LFG.com

After getting her bachelor’s degree in Finance from DePaul University in 2008, Milie joined Paul Nick’s Practice. Her previous five years as a retail manager helped her develop remarkable skills working with people. She maintains efficient day to day operations through proactive prioritization of many comprehensive and diverse tasks. She makes accurate value judgments and delegates precisely and effectively. Improving provider and client satisfaction by providing superior client support is her hallmark. She currently holds her Illinois Life and Health Insurance License and is studying for her FINRA Series Exams.

Milie is married with one child and loves spending time with her family.

Nine Promises by John Wooden: #4 – "Promise to be just as enthusiastic about the success of others as you are about your own."

 


 

Paul E. Nick, ChFC

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 1, 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

Phones

Office: 773.380.8546
Fax: 773.693.2531

Email Address

John.Nordstrom@LFG.com

 

 


 

Helen S. Rancich, CRPC®

Registered Representative

Phones

Office: 773.380.8518
Fax: 773.693.2531

Email Address

Helen.Rancich@LFG.com


 

Frank C. Reid, MBA, CFP®, CAP®

Sila Resources
Financial Planner
Investment Advisor Representative

Phones

Phone: 773.867.3644
Fax: 773.693.2531
Cell: 847.651.3644

Email Address

Frank.Reid@LFG.com

Website: SilaResources.com

Frank Reid applies his highly-developed listening, coaching, and analytical skills to help clients answer their most challenging questions regarding the uses and purposes of wealth. Working with successful executives, professionals, and business owners (and their families), Frank leads clients through a thoughtful planning process intended to produce clarity around four aspects of family wealth: financial, intellectual, human, and social capital accounts.

This clarity allows smooth transition to the financial planning areas of wealth protection, management, and transfer. To assist his clients implement strategies created through the financial planning process; Frank collaborates with existing client advisors while also maintaining his own complementary network of leading attorneys, accountants, philanthropic advisors and other professionals.

Frank is a member of Sagemark Consulting Private Wealth Services, a preeminent group of financial planners within Lincoln Financial Advisors Corp.(LFA). Through his affiliation with LFA, Frank holds Series 7 and Series 66 securities registrations as well as life and health insurance appointments. Frank earned a B.S. degree from Yale University and an M.B.A. in Finance and Accounting from The University of Chicago. He has earned the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Advisor in Philanthropy® designation. He is a member of the Purposeful Planning Institute, the International Association of Advisors in Philanthropy™, the Financial Planning Association, and the Greater North Shore Estate and Financial Planning Council.

The CERTIFIED FINANCIAL PLANNER™ certification is awarded by the Certified Financial Planner Board of Standards, whose mission is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

The Chartered Advisor in Philanthropy® (CAP®) program gives professionals the broad knowledge and skills to help clients and prospective donors reach financial and philanthropic goals. The American College awards the designation to persons who fulfill rigorous educational, experience, and ethical requirements.

Frank Reid is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  Sila Resoures is not an affiliate of Lincoln Financal 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 Partners and prestigious Resource Group 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.


 

Robert E. Smith CFA, CFP®, CRPC®

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. He has earned the Chartered Financial Analyst designation, the CERTIFIED FINANCIAL PLANNER™ certification and the Certified 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 25 years of experience in the financial services industry, Mr. Smith assists individuals and business owners in helping towards meeting their specific investment and financial planning needs. Among his concentrations are retirement plan analysis, assisting in equity portfolio management selection 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 is also a member of Our Lady of the Wayside Church.


 

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.


 

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

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 regarding his client relationships has always been the same; Serve First, Last, and AlwaysSM.

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.

Mr. Stone has been awarded the Advisor of the Year award twice in his career. Additionally, he has received the Sequoia award two years in a row, which is given to the person who is voted by their peers to have given back and helped others build their advisory practices the most. He has qualified for Honors Recognition in all of his years at Lincoln Financial Advisors.

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®

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.


 

Nicole L. Velazquez

Practice Manager
DeRose Financial Planning Group

Phone

773.867.3670

Email Address

Nicole.Velazquez@LFG.com

"Client service is what makes my job interesting. People will call with a question, a need or a concern. If I don't know the answer, I make it my mission to find out and respond to them as quickly as possible. It's a great feeling to know I've solved their problem."

After receiving her degree in business management with a minor in marketing from the University of Illinois at Chicago, Nicole returned to the fast-paced world of client service and began working with Karen DeRose. Nicole has been with DeRose Financial Planning Group for the last 16 years.

To widen her problem-solving abilities, Nicole received her Series 6 and 63 registrations. She also holds her life and health insurance license. This allows her to effectively oversee every aspect of working with clients: from scheduling their first meeting, to managing business applications, to arranging annual plan review meetings, and all points in between. "Clients think of me as their ‘go-to’ person,” says Nicole. “They know I understand how important they are, and they never have to worry that I’ll get back to them.”

Nicole is married with two children & is very involved in her kid's lives. She enjoys spending time with her family and participates in neighborhood activities.

 

Jared B. Weinerman

Case Manager
Shallcross Financial Planning

Phones

Office: 773.380.8507
Fax: 773.867.3692

Email Address

Jared.Weinerman@LFG.com

Website: shallcrossgroup.com

Jared is the newest member to the Shallcross Financial Planning team. After graduating from the University of Michigan, Jared spent six years as a management consultant, focusing on digital technology and web development. Helping others, building relationships, and solving complex problems motivates him daily. Jared is working towards licensing and certifications for Series 7, Series 66, insurance, and Certified Financial Planner. Jared is an active traveler and has visited twenty countries around the world. In his free time, Jared also enjoys analyzing sports data and mentoring college students through the University of Michigan’s Kinesiology Alumni Program.


 

Kevin Wales

Private Wealth Advisor

Phone

773.867.3626

Email Address

Kevin.Wales@LFG.com

Kevin brings to Lincoln Financial Advisors and his clients a deep understanding and passion for the financial marketplace. This is only surpassed by his desire to develop a sound and meaningful relationship with each client.

Kevin’s career in the markets has evolved over a 32 year span. In 1984 he began as an independent options market maker at the CBOT. He grew that business into a proprietary trading operation dealing with fixed income (US and Europe), as well as the major US stock indices. Later he became an officer at Chopper Trading LLC, a large proprietary trading firm that dealt with a myriad of asset classes and styles. During the course of his career, he has acted as trader, trader manager, risk manager, and mentor. His experiences have included the great booms and busts, domestically and internationally. Over the years, he has taken great pride not only in understanding market fundamentals, but in his desire to educate and inspire those around him to excel.

As an advisor, Kevin wants to empower his clients with the tools and strategies to optimize the accumulation, preservation, and distribution of their wealth. He believes in a team approach, utilizing the strong network of professionals from the Lincoln Financial Advisors National Planning Team. Kevin’s background has made him a strong advocate for educating his clients to the level they desire. He believes that a well-informed client adds significant value to the team approach necessary toward achieving one’s financial goals.

Kevin is a graduate of Northwestern University in Evanston, IL. with a degree in Chemistry. Kevin, his wife Janet, and his three young adult children have lived in Libertyville since 1992. Over that period he has been very active in the community, especially in the area of youth sports. He currently is involved in the planting of a new church in the Libertyville Community, Connections Church.


 

Nicole Zabel

Case Manager
Paramount Wealth Advisors

Phones

Office: 773.867.3664
Fax: 773.380.8554

Email Address

Nicole.Zabel@LFG.com

Website: pwalfa.com

Nicole Zabel, Case Manager for Jim Longo and Paramount Wealth Advisors, began her career in the field of Education. Throughout her life, Mathematics and Education have been two of her greatest passions. After teaching for 4 years, Nicole chose to apply her skills to a new vocation and joined Lincoln Financial Advisors. As PWA’s Case Manager, she is able to make use of her analytical skill set to assist Jim in developing strategies for clients in order to enhance their financial lives.  

Nicole graduated from the Saint Xavier University’s Honors Program with her B.S. in Mathematics and Secondary Education and she holds her State Insurance License. Nicole plans to leverage her educational background to help clients understand the financial planning process and the value it provides them. As Nicole embarks upon her new career, she is fulfilling another passion – a passion to help people. She notes, “I am still using the skills that God gave me; now I use them to help a different group of people.”

Nicole is married and lives in a Chicago suburb. She enjoys spending quality time with family and friends as well as experiencing life’s adventures.

Paramount Wealth Advisors is  a marketing name for business conducted through Lincoln Financial Advisors.