Understanding Comes from experience
Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.
Jonathan S. Traub, CFP®
Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Corporate Stock Benefit Consultant
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312-525-4349
Shawn Valukas, CFP®, CRPC®
Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
Visit my personal page
312-525-4693