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Meet the Team

Caroline Bowlby

Caroline Bowlby

Client Services Associate

(312) 819-2405

(312) 819-2416

Joel Rovner

Joel Rovner

Partner, Financial Consultant

(312) 819-2411

(312) 819-2416

Kathryn Munoz

Kathryn Munoz

Director of Operations

(312) 819-2406

(312) 819-2416

Maria Jarvis

Maria Jarvis, CLU®, ChFC®

Partner, Financial Consultant

(312) 819-2409

(312) 819-2416

Roseann Lund

Roseann Lund

Client Service Associate/Assistant

(312) 819-2404

(312) 819-2416

Stephenson Juley

Stephenson Juley, ChFC®

Partner, Financial Consultant

(312) 819-2410

(312) 819-2416

Todd Chalem

Todd Chalem, MBA, CFP®

Partner, Financial Consultant

(312) 819-2412

(312) 819-2416

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