Joshua G. Lawrence
Chief Information Security Officer
219-736-8902 ext. 207
“Attention has shifted to sorting out how technology can be leveraged to improve efficiencies and make our lives easier. In the financial industry...
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...
Jennifer S. Ryan CFP®
Financial Advisor
219-736-8902 ext. 209
“I put a great deal of care and a growing knowledge into providing excellent service to our clients.” Jennifer’s current role is as a Financial...
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...
Ashlynne M. Husmann CFP®
Associate Financial Advisor
219-736-8902 ext. 219
“I am grateful to work in a profession where I am able to help others while doing what I enjoy." Ashlynne's current role is as an Associate Financial...
Madeline M. Brown
Associate Financial Advisor
219.736.8902 ext. 204
"I enjoy this profession because no matter where someone is in life, financial planning can help them prepare for challenges life might bring." Maddie...
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.”...
Colin P. Coine
Client Service Advisor
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...
Christian Resendiz
Client Service Advisor
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...
