Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

At our firm, we have the client—and only the client—in mind.

At our firm, our sole focus is on our clients. With our expertise in personal finance and training as financial professionals, we are confident in our ability to help people plan for their future.

Over the years, we have found that a team approach is highly effective in addressing the diverse needs of clients navigating the complex world of financial services.

We understand that there is no one-size-fits-all strategy. Therefore, we give each client our full attention, from initial planning to execution and follow-up. Taking a proactive approach, we assist you in developing a strategy that aligns with your financial goals and objectives, utilizing the most efficient methods available.

Steven  Jacobson

Steven Jacobson

Chief Operating Officer

708-478-7190 x2

708-478-7191

Joseph  Dawczak

Joseph Dawczak

Investment Advisor Representative

708-478-7190 x1

Eric  Jacobsen

Eric Jacobsen

Investment Advisor Representative

708-478-7190 x6

708-478-7191

Michael  Ilg

Michael Ilg

Investment Advisor Representative

708-478-7190 x7

708-478-7191

Diane  Maciejewski

Diane Maciejewski

Service Associate

708-478-7190 x4

708-478-7191

Taz  Choughale

Taz Choughale

Service Associate

708-478-7190 x5

708-478-7191

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.