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.

A Virtual Team of over 20 specialists in tax, legal, and business advisory.

Advisory Team

Daniel M. Alberth, MBA, CFP®

Manager, Wealth Advisor

(847) 299-8877

(847) 299-1929

[email protected]

Wealth Advisory, Advanced Insurance Cases, CFP®

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Thomas J. Stecich, CFP®

Manager, Wealth Advisor

(847) 737-7987

(847) 299-1929

Wealth Advisory, Investment Advisory, CFP®

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Brian C. Beasley, CPWA®

Manager, Wealth Advisor, Chief Compliance Officer

(847) 299-8877

(847) 299-1929

[email protected]

Business Advisory, CPA Consulting, Advanced Planning, CPWA®

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Steven R. Shambora

Board of Managers

(847) 737-7987

Board of Managers

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Daniel K. Stecich, MBA

Sr. Vice President, Emeritus

(847)299-8877

(847)299-1929

[email protected]

Work Experience Partner, Sr. Vice President Economic Research Athena Advisor Services, LLC October 2013 – December 2018Des Plaines, IL Using my 30+ years of experience on the macro end of the financial arena to now examine the...
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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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