Broker Check

Financial Planning: Complete

Target Risk Investing: Flexible

Managing Risk Investing: Growth

Financial Planning: Projects

Target Risk Investing: Index

Managing Risk Investing: Income

Our Services

There are many financial strategies and solutions. Choosing the ones that best meet your needs can be complicated. We can keep it simple for you, while still using sophisticated knowledge and technology for your benefit.

Our Team

Brian C. Beasley, CPWA®

Managing Partner, Wealth Advisor

I have worked as a personal financial advisor since 1994. I am also a Certified Private Wealth Advisor designee through the Investment Management Consultants Association and University of Chicago. In 2016, I received...

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Daniel M. Alberth, MBA, CFP®

Partner, Wealth Advisor

I have worked as a personal financial advisor since 2003, with additional financial and insurance experience going back to 1993. I have been a Certified Financial Planner™ since 2005.Athena...

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Daniel K. Stecich, MBA

MBA, Partner, Wealth Advisor

Work Experience Partner, Sr. Vice President Economic Research Athena Advisor Services, LLC October 2013 – Present (1 year, 5 months) Des Plaines, IL Using my 30+ years of experience on the macro end of the...

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Steven R. Shambora

Managing Partner, Wealth Advisor

I have worked as a personal financial advisor since 1993. Athena Private Wealth provides comprehensive wealth management, consulting, and investment management to individuals, small businesses, and non-profit...

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Thomas J. Stecich, CFP®

Partner, Wealth Advisor

I have worked as a personal financial advisor since 1993. Athena Private Wealth provides comprehensive wealth management, consulting, and investment management to individuals, small businesses, and non-profit...

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Contact Us

Really, we won't bite you. Give us a call, or email us today!
We would love the opportunity to become your trusted advisors.

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