Let’s Talk
Book Time with Bob!
Wealth Partner and Director of Operations
Specializing in Tax Advisory Services
I believe there’s tremendous value in understanding who my clients are, what’s standing in their way, and where they’d like to go. From there, I help provide thoughtful solutions and close guidance to better move them towards those goals.
Book Time with Kaitlyn!
Associate Wealth Partner
Specializing in Client Check-Ins & Kickstart Program
As an Associate Wealth Partner, I specialize in helping young professionals take control of their finances, and build a smart, confident path to wealth. My mission? To help you make the most of your money, so you can live fully, stress less, and get closer to that two-comma dream.
Contact Our Main Office:
28 W. Nebraska Street
Frankfort, IL 60423
Phone: 708-326-4750
Fax: 708-326-4753
Email: [email protected]
Contact Our St. Charles Office:
404 S. Second Street
St Charles, IL 60174
Phone: 630-523-9771
Email: [email protected]
Contact Our Rockford Office:
7210 E State Street
Rockford, IL 61108
Phone: 815-200-1202
Email: [email protected]
Contact Our Cincinnati Office:
7533 State Rd
Cincinnati, OH 45255
Phone: 513-231-0724
Email: [email protected]
