Meet Our Team

Blake grew up in New Castle, Indiana, and attended Wabash College where he majored in History and concentrated in International Business. This took him down the path to become a financial advisor.

Blake enjoys spending time with family and friends and staying active. When with his three kids Jacob, Catherine, and Blake II and wife Dina they love to travel and go skiing in the winter. While having fun with friends and staying involved in his community he loves golfing. Blake is also commonly described as a genuine, helpful, and community-oriented individual by his family and friends outside of the office.

Matt is passionate about helping his community, traveling, great food/wine and spending time with family. With family, he loves spoiling his niece Riley and nephew Logan- who have aptly given him the title "Greatest Uncle Ever". You might find him with clients on the golf course, at a Blackhawks game, or enjoying some of the best restaurants in Chicago.

Outside of family, he is passionate about supporting his community and friend’s non-profit charity organizations such as Birdies for Brains, The Ray Graham Association, and Giving on the Green. Matt also serves as the active Director of Stewardship and Finance at his church.

John works with clients to understand their current financial state and uses this information to help build financial plans as a road map to achieve their financial goals.

John has been in the financial services industry for the past decade working in various client-facing roles to help individuals understand the complexities of the financial world.

John graduated from the University of Illinois with a B.S. in Economics. He has earned the Chartered Financial Consultant and Certified Life Underwriter designations.

John is newly married and lives in Chicago with his wife, Jenn. They love trying new recipes from their stack of cookbooks, exploring new restaurants, the rush of Sunday grocery shopping, and gaining weight.

Stephanie provides support to optimize daily activities and performance of the business, ensuring smooth process flow to provide the best service to clients.

Stephanie joined the team in 2021. Prior to that, she spent the last 10 years volunteering with different organizations and working with her children’s schools. Before that, she was co-owner of a business where she ran all the processes to keep the business operational and profitable.

Stephanie is a graduate of Northern Illinois University with a B.S. in Operations Management with an emphasis in Information Systems.

Stephanie lives with her husband, Eric, daughter, Elizabeth, and son, Jacob, in Arlington Heights. She has a cat named Nala. In her spare time, Stephanie enjoys spending time with her family, going on long walks, going on vacations (especially to Disney World), and reading articles/watching webinars about new topics.

Vicki provides service and support for our clients and their financial planning needs and ensures our clients have an exceptional experience. She also facilitates the execution of numerous key marketing initiatives.

Vicki joined the team in 2021. Prior to that, she spent 17 years providing support to attorneys and their clients. She is a graduate of Augustana College with a B.A. in Business Administration and Sociology.

Vicki lives with her fiancé, Mike, in Downers Grove. She has an incredible love for animals, including their dog and three cats. In her spare time, Vicki enjoys cooking, reading, traveling, and spending time with her friends and family.