Broker Check

About Us

Educated & Experienced Teams (our average experience is over 20 years)

  • 2 CFP® Professionals, 1 CPWA® Professional, 2 MBA's
  • 100% of our advisors have an MBA or Bachelor degree in business, finance, or accounting.
  • You will always have a CFP® Professional on your team.
  • Our teams have experienced a variety of market and economic environments. We have seen it all, and can advise you with wisdom.

Large Firm Capability with a Personal, Fiduciary Approach

  • With the support of our large partners, we offer the same robust capabilities of larger firms, but without the "sales" focus of the larger firms. A true fiduciary experience. Your financial advice should be customized to your unique situation.

Charles Schwab & Co. - $2.46 Trillion in assets under management and 9.3 million accounts.

TD Ameritrade - $667.4 Billion in client assets and 6.6 million accounts. Invests $100 million each year on improved technology

Morningstar Inc. - Provides data on approximately 500,000 investment offerings and global market data on 17 million other investments.

Advisory Team

Brian C. Beasley, CPWA®

Manager, Wealth Advisor, Chief Compliance Officer

(847) 299-8877

(847) 299-1929

[email protected]

Advising clients since 1994, my focus is on our advanced tax, investment, and business planning strategies. Taxes are typically your largest single expense each year. Your business is probably your largest single asset. By working in a...
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Daniel M. Alberth, MBA, CFP®

Manager, Wealth Advisor

(847) 299-8877

(847) 299-1929

[email protected]

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. I specialize in financial...

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Thomas J. Stecich, CFP®

Manager, Wealth Advisor

(847) 737-7987

(847) 299-1929

I have worked as a personal financial advisor since 2010. I am also a Certified Financial Planner. Athena Private Wealth provides comprehensive wealth management, consulting, and investment management to individuals,...

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Steven R. Shambora

Manager, Wealth Advisor

(847) 737-7987

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 organizations. Work...

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Daniel K. Stecich, MBA

Sr. Vice President, Economic Research

(847)299-8877

(847)299-1929

[email protected]

Using my 30+ years of experience on the macro end of the financial arena to now examine the micro end and help guide individuals to achieve their financial and retirement goals.

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Give us a call, or email us today! We would love the opportunity to become your trusted advisors.

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