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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, AIF®, AIFA®

Financial Advisor
Retirement Plan Consultant
773-917-6500 ext. 238
“Organize, formalize, implement and monitor - all crucial elements in achieving fiduciary excellence.” As a Financial Advisor and Retirement Plan...

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