Sandee M. Dudash
Compliance Supervisor
Senior Client Service Advisor
219-736-8902 ext. 223
Senior Client Service Advisor
"Our industry provides a valuable service. It is an important responsibility to advise, help and manage a client’s financial resources. We constantly...
Samantha L. Sarver
Client Services Supervisor
219-736-8902 ext. 211
"I think of how I would want my family and friends to be treated and I try to always give that same level of service." As a Client Service...
Sheri A. Cotton
Client Experience Coordinator
219-736-8902 ext. 205
"We provide great customer service where the client feels secure and is comfortable knowing that we are here to handle their requests." As a Client...
Thomas Pechin
Investment Advisor
Senior Trader
219-736-8902 ext. 403
Senior Trader
“I am grateful to work in a profession where I am able to help others while doing what I enjoy." As a Client Service Advisor, Thomas serves two...
Blake A. Macke
Financial Planner
219-736-8902 Ext. 230
“I’m privileged to work for a firm that puts the needs of its clients above all else.” Blake currently serves as a member of the StrategIQ operations...
Kashish K. Meghani
Financial Analyst/Trader
219.736.8902 ext. 235
"I am proud of the tremendous focus and effort we put into conducting due diligence with respect to investments. I am a firm believer in the many...
Christina L. Kolb
Client Service Administrator
773-917-6500 ext. 236
“I am dedicated to providing excellent customer service, building relationships and interacting with our clients to maintain their loyalty and trust.”...
Christian Resendiz
Client Service Associate
773-917-6500 ext. 206
“Knowing you can make a positive impact in a client’s life is what I enjoy most about this job. Whether it is helping clients manage their money or...
Colin P. Coine
Client Service Associate
773-917-6500 ext. 212
“The true reward of this profession stems from a satisfied client. Working with clients to attain their goals and relieve the stress of financial...
