Our Team

Stephenson Juley, ChFC©

Senior Financial Planner
Financial Services Representative
Partner of The AdvisoryOne Group**

With over thirty years in the financial services industry, Steve has developed recognized knowledge in the advanced business and personal planning arenas.  He is experienced in the use and implementation of such advanced concepts as Modern Asset Management Techniques, Retirement Programs for Key Executives, Advanced Qualified Plan Design, Retirement Income Distribution Modeling, Charitable Trusts, Irrevocable Trusts, and Corporate Owned Life Insurance Plan Design.  He has worked in case design and implementation for one of Chicago's largest producer groups and taught several advanced financial planning classes.  A graduate of the University of Wisconsin in economics, Steve sees himself as a facilitator, helping others reach their most important financial goals.  He takes pride in the fact that he listens well and makes complex technical concepts easy to understand.

Domiciled in IL, California Insurance License #0D07485

 

Joel Rovner, CLU©, ChFC©, RICP©

Financial Services Representative
Financial Planner
Partner of The AdvisoryOne Group**

Joel has been servicing his clients' insurance and financial needs since 1971. His practice focuses primarily on Employee Benefits, Salary Continuation and Executive Compensation Plans. He also works in the areas of Estate Conservation and Retirement Income strategies. His clients include professionals, executives, small and mid-size business owners, and publicly-traded companies. Joel has achieved membership in the Million Dollar Round Table (MDRT) and is a 2015 FIVE STAR Wealth Manager Award*.  He holds membership in the Society of Financial Service Professionals and is an active member of HRMAC (Human Resources Management Association of Chicago). As an active member of ASA Chicago, the Association of Subcontractors and Affiliates, he received their Professional Member of the Year award in 2009.  Joel is committed to enriching his clients' lives by listening to their needs and desires and designing specific programs, individually tailored for them.

*The FIVE STAR Award is granted by Five Star Professional, an Independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.

Domiciled in IL, Arkansas Insurance License #330078, California Insurance License #0B64112

 

Maria Jarvis, CLU©, ChFC©
                            
Broker
Registered Representative
Partner of The AdvisoryOne Group**

Maria has been helping clients meet their financial goals for over 30 years.  Her career began on the risk management side of the business at Northwestern Mutual; she then transitioned over to the investment arm of Robert W. Baird, where she learned the importance of the complete planning process and the client relationship.  Maria joined New England Financial in 1999 to work alongside her husband, Steve Juley.  One of the most important lessons she has learned over the years is that the planning process is all about understanding the needs of clients and recognizing that everyone's economic and life situation is unique.

 

Todd Chalem, MBA, CFP©                       

Financial Services Representative
Financial Planner
Partner of The AdvisoryOne Group**

Todd is committed to helping clients achieve their financial goals. He grew up around two family businesses and has been a small business owner himself.  He understands the rewards as well as the challenges that face business owners and feels he can utilize his wealth of experience in assisting others.  Before joining the AdvisoryOne Group, he was an Options Market Maker and owned his own firm with 70 traders and support staff.  He currently serves on the Board of Directors of an online auctioneer and is a member of the Board of Trustees of Emanuel Congregation. He is a graduate of the University of Iowa and earned an MBA from the Kellogg School of Management at Northwestern University.  Todd is a Certified Financial Planner (CFP©) professional and utilizes his personal and professional resources to offer a high quality approach to meeting the financial needs of individuals, families and small business owners.

 

Geoffrey C. Steger, CLU©, ChFC©, CASL© CAP©

Financial Services Representative

Geoff has been helping clients reach their financial goals since he joined New England Financial in 1976.  His experience has allowed him to develop expertise in many areas including Individual Life and Disability Income Insurance, Estate Conservation Strategies, Business Insurance, Retirement Plans, Employee Benefit Plans, Executive Compensation, Income and Investment Strategies, and Group Health Plans.  He is a member of the National Association of Life Underwriters (NAIFA).  He hold the designations of (CLU©), Chartered Financial Consultant (ChFC©), Chartered Advisor for Senior Living (CASL©), and Chartered Adviser in Philanthropy (CAP©).  Geoff believes that clients need to be aware of all their options when preparing their financial future.

 

Steve R. Herrmann, CFP©, ChFC©

Financial Services Representative

A practicing financial planner, Steve is a business planning strategist offering a concierge service for select clients that is a results-driven with a formal strategic process wrapped in unparalleled service.  He acts as a resource to closely held business, including overall business plan, succession plan, executive retention and business transition.  Collaborations are based on the premise that complex situations require profoundly simple solutions.  Prior to relocating back to the Chicagoland area in 2007, Steve served in executive-level positions at American Express in Minneapolis and at MetLife in New York City, focused on relationships with FORTUNE 500 clients and their employees.  Steve has no hobbies as he works all the time, and spends most summers in Tuscany.

 

Robert T. Weil, AWMA©, CRPC©

Financial Advisor

Robert has been a financial advisor for almost 30 years, working with business owners, executives and families along many facets of their financial plans. In addition to providing financial planning and investment management services, Robert consults to high-net worth individuals and families as well as closely held companies pertaining to deferred compensation strategies and employee retirement plans. Robert studied at Cornell University and is a graduate of Florida International University. He has also attained both the Accredited Wealth Management AdvisorSM and the Chartered Retirement Planning CounselorSM designations from the College for Financial Planning. Accredited Wealth Management AdvisorSM and AWMA®, and Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.  As well, Robert takes great pride in playing an active role in the community, currently serving on the boards of the Evans Scholars Foundation of the Western Golf Association and the Jesse White Tumbling Team, as well as a member of the national investment committee of the American Liver Foundation.  He is licensed to sell insurance in IL, MD and AZ, and securities in: IL, MD, AZ, NC, CA, GA, NJ and PA.

 

David C. Steger

Financial Services Representative

David is the third generation of his family to work in financial services, beginning with his grandfather in 1948.  He earned his Master's Degree in Finance from the University of Notre Dame, where he graduated Magna Cum Laude with a course emphasis in Investment theory.  He graduated from the University of Michigan with a Bachelor of Arts in Economics where he studied microeconomics, macroeconomics, linear algebra and calculus.  His practice focuses on comprehensive financial planning, investment strategies, cash flow strategies, insurance, and estate conservation strategies.  David is currently enrolled in the CFP and CFA curriculum.

Domiciled in IL, California Insurance License #0H65840

 

Kathryn Munoz                  

Director of Operations

With over 25 years of financial services experiences, Kathryn oversees the day to day activities of our organization.  She operates from a client oriented and service based perspective, and her mission is to provide the highest level of client experience.  She is committed to answering your questions and resolving any issues.  Kathryn is Series 6 & Series 63 securities licensed and holds her Life, Accident and Health, and Property & Casualty insurance license with the State of Illinois.  

 

 

Erin Williams

Manager of Client Relationships & Marketing

A recent transplant from Ohio, Erin is thrilled to be joining the team at AdvisoryOne Group. She is a graduate of Bowling Green State University where she studied History and Environmental Science. Erin began her career in finance in 2016 when she earned her Series 6, Series 63, and Life, Accident and Health insurance licenses. She is excited to transition into her new role at AdvisoryOne, and is looking forward to assisting the team and getting to know our clients in order to best serve their needs. 

 

 

Roseann Lund

Client Relationship Coordinator

Roseann originally joined New England Financial over 30 years ago.  She is invaluable to the team, as well as to their clients.  Roseann handles all client service calls and is able to troubleshoot and resolve issues.  In the balance of cases, she works with the Financial Representative, Firm specialists, and Product Providers to reach a satisfactory resolution.

 

 

Erin Juley                       

Paraplanner

Erin is excited to join the AdvisoryOne Group, work alongside her parents, and the rest of the team.  Erin played D1 collegiate volleyball at University of California, Long Beach and the University of Wisconsin.  Following in the steps of her Father, she graduated from the University of Wisconsin-Madison.  She finished with a Bachelor's Degree in Psychology.  Erin is passionate about helping others achieve their personal and financial goals, understanding that it is important to take every aspect of the client into perspective.  As such, Erin will be responsible for creating client websites, inputting client data, and creating financial plans as the firm's new Paraplanner.  Erin currently lives in Newport Beach with her German Shepherd Cozmo.

 

** Partner titles are those afforded to partners of The AdvisoryOne Group, LLP. 


 

Contact Information:

10 S. LaSalle St., Suite 2400
Chicago, IL 60603

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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