Our Team 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.Our virtual team of recognized experts give us resources normally reserved for family offices. Charles Schwab & Co. - Over $2.46 Trillion in assets under management and 9.3 million accounts. Unmatched customer service.Orion Advisor - Cutting edge reporting and client portal, providing more perspective than simple account access. Mobile optimized for iPhone, iPad, Android.55-ip - Sophisticated quantitative capabilities and disruptive tax technology, allowing us to seek reduced risk, taxes, and expenses on your managed portfolios.A Virtual Team of over 20 specialists in tax, legal, and business advisory. Advisory Team Brian C. Beasley, CPWA® Manager, Wealth Advisor, Chief Compliance Officer (847) 299-8877 (847) 299-1929 email@example.com Business Advisory, CPA Consulting, Advanced Planning, CPWA® Read more Daniel M. Alberth, MBA, CFP® Manager, Wealth Advisor (847) 299-8877 (847) 299-1929 firstname.lastname@example.org 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 Daniel K. Stecich, MBA Sr. Vice President, Emeritus (847)299-8877 (847)299-1929 email@example.com 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!