Associates

 
  • Natalie Bean

    Natalie Bean

    Executive Assistant, Client Relations Manager

  • Barbara Dahm

    Barbara Dahm

    Executive Assistant, Gurnee Operations Manager

  • Erik Holt

    Erik Holt

    Financial Advisor

  • Susan Holt

    Susan Holt

    Director of Operations and Markets

  • Salvatore Holt

    Salvatore Holt

    Founder & Managing Partner

  • James Wengler

    James Wengler

    Portfolio Analyst*