Our Team

Bob brings more than 40 years of experience to financial planning, insurance, and wealth management. Bob is a Chartered Life Underwriter, CLU®, and Chartered Financial Consultant, ChFC®. In addition, Bob holds multiple securities registrations including FINRA Series 6, 7, 63, and 24 registrations through LPL Financial, and state Life & Health Insurance and Property & Casualty licenses.

He is a member of the National Association of Insurance and Financial Advisors (NAIFA), Bob has served as President for the Chicago Region in 2002-2003.

Bob is a graduate of the University of Illinois where he obtained his Bachelor of Science degree in Political Science. He lives with his wife Jill in Mundelein, IL. Together they have four children and three grandchildren. Bob remains active in his community serving previously on the board of Carmel High School, Chicago Sports Leader, and the Archdiocese of Chicago Pastoral Council. He dedicates numerous hours to the church community as a spiritual director helping fellow Catholics grow in their faith.

He enjoys watching a broad range sports and is an avid reader with a preference for works on history and leadership.

Sean brings more than 12 years of experience in financial planning, insurance and wealth management to his clients as a financial planner. Sean is a CERTIFIED FINANCIAL PLANNER™ professional, and a Chartered Life Underwriter, CLU®. He holds multiple securities registrations including FINRA Series 7 and 24 registrations held with LPL Financial, Series 66 held with Sequoia Wealth Management, and state Life & Health Insurance licenses.

Sean is a graduate of the University of Illinois where he obtained his Bachelor of Science degree in Economics.

Sean lives with his wife Catherine and dog Sox in Chicago’s Bucktown neighborhood. They enjoy traveling and going on walks with Sox. Both Sean and his wife Catherine are avid supporters of Gateway for Cancer Research, which helps fund meaningful and breakthrough clinical trials worldwide that help people living with cancer to feel better, live longer and conquer cancer.

Patrick has extensive experience as a financial planner where he works primarily with retirees. With his clients, he focuses on investment, risk, and cash flow management. He wants each of his clients to feel confident knowing their retirement funds, social security, and other assets are being used in accordance to what fits their lifestyles the best.

Patrick is a CERTIFIED FINANCIAL PLANNER™ professional, and a Chartered Life Underwriter, CLU®. He holds multiple securities registrations including FINRA Series 7 with LPL Financial and Series 66 held with Sequoia Wealth Management as well as state Life & Health Insurance licenses. Patrick is a graduate of the University of Illinois Gies College of Business where he graduated with Highest Honors (Top 3% of Graduates) with a degree in finance.

Patrick is heavily involved in his community as a board member of the Chicago Illini Club, an active member in the GLMV Chamber of Commerce, and a volunteer on the Carmel Catholic High School Golf Committee. He currently lives in the Lincoln Park with his fiancé, Hannah. He enjoys cheering on Illini basketball and football as well as his other favorite teams, the Bears and White Sox. In his free time, Patrick is an avid reader, cyclist, golfer, and bowler.