Our Team
Jeffrey Keen, CFA
Partner & President
Michael LaFontaine
Partner & Officer
Michael Vogel
Client Advisor
Gina Huffstutler
Operations Manager
Ross Blauwkamp
Portfolio Manager
Barbara Kelly
Advisor & Director of Client ExperienceFirm 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.
For Businesses