Jeffrey Keen, CFAPartner & President
Michael LaFontainePartner & Officer
Michael VogelClient Advisor
Gina HuffstutlerOperations Manager
Ross BlauwkampPortfolio Manager
Barbara KellyAdvisor & Director of Client Experience
- Privately-owned company established in 1997.
- Registered Investment Adviser (RIA) regulated by the U.S. Securities & Exchange Commission (SEC).
- Headquartered in Chicago, we have Midwestern roots with a national reach.
- As fiduciaries, we're your advocate and legally bound to always act in your best interest.
- We are not affiliated with a brokerage firm, bank, or insurance company.
Personalized investment advice, planning, and management.For Individuals
Adaptable investment strategies powered by research and analysis.For Advisors
Retirement Plan Services
Custom qualified plans designed to maximize benefits and reduce risks.For Businesses