Broker Check

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

  • 2 CFP® Professionals, 1 CPWA® Professional, 1 MBA
  • 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.
  • Our primary custodian is 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.
  • We use a host of additional resources, relationships, and technology to help deliver cutting edge advice to you and your family.

Advisory Team

Brian Beasley

Brian C. Beasley, CPWA®

Manager, Wealth Advisor, Chief Compliance Officer

(847) 299-8877

(847) 299-1929

Thomas Stecich

Thomas J. Stecich, CFP®

Manager, Wealth Advisor

(847) 299-8877

(847) 299-1929

Contact us today! We would love the opportunity to become your trusted advisors.

Thank you!