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Qualified Plan Team

Stephen J. Barrett CFP®, AWMA®, AIF®, CPWA®, CAP®

Vice President, Wealth Management
630-455-4700 ext. 404
"Being an advisor is a noble profession. I enjoy giving our clients peace of mind by helping them attain their financial goals in a complex world. At...

Markus R. F. Sleuwen (Guerrero) JD

Executive Vice President, Chief Compliance Officer and General Counsel
773-917-6500 ext. 220
"I care about making this world a better place for all. I believe that persistent actions, no matter how small, are catalysts for big results."...

James L. Hart CFP®, AIF®, AIFA®

Financial Advisor
Retirement Plan Consultant
773-917-6500 ext. 238
"My passion and the reason I get up in the morning is by adhering to an overarching goal of helping plan administrators, plan sponsors, and plan...

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NOTICE: Investment advisory services are offered by StrategIQ® Financial Group, LLC (“StrategIQ”), an investment adviser registered with the Securities and Exchange Commission. StrategIQ only transacts business in states where it is properly registered or notice filed, or excluded or exempted from registration requirements. All written communications to StrategIQ, or to any of its employees or other service providers are subject to archival, monitoring and/or review by StrategIQ’s compliance department and therefore subject to disclosure to someone other than the original recipient. StrategIQ does not accept written trade requests/instructions or trade instructions left in a voicemail, unless they are confirmed for security reasons through a live conversation with a StrategIQ client service team member via phone call or video conference with the client. StrategIQ clients may be able to place a trade request/ instruction directly with the custodian of any of their accounts by means of the custodian’s client portal (accessible via internet or mobile application) or by means of a phone call to the custodian’s client service department.

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