Our Team
Jeffrey Keen, CFA
Partner & PresidentMichael LaFontaine
Partner & OfficerMichael Vogel
Investment AdvisorGina Huffstutler
Operations ManagerRoss Blauwkamp
Portfolio ManagerBarbara Kelly
Investment Advisor & Director of Client ExperienceBunn Fawcett
Investment AdvisorSabrina McField
Investment AdvisorFirm Facts
- 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.

Retirement Plan Services
Custom qualified plans designed to maximize benefits and reduce risks.
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