About Us Educated & Experienced Teams (our average experience is over 20 years) 2 CFP® Professionals, 1 CPWA® Professional, 2 MBA's100% 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 technologyMorningstar 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® Read more Thomas J. Stecich, CFP® Manager, Wealth Advisor (847) 737-7987 (847) 299-1929 Wealth Advisory, Investment Advisory, CFP® Read more 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® Read more Steven R. Shambora Board of Managers (847) 737-7987 Board of Managers Read more 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... Read more Give us a call, or email us today! We would love the opportunity to become your trusted advisors. Name Email Phone Question Thank you! Oops!