Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Director of Investment Operations Christopher R Preston

Christopher R Preston

CLU®, RICP®, CFP®

Director of Investment Operations

Chris Preston joined the team in February 2013 bringing 4 years of prior planning, investment and insurance industry experience with him. He works out of our Vernon Hills, IL office in Chicago’s northwest suburbs, and his responsibilities include managing business operations, planning and insurance services; new account establishment; and advisory oversight, review and communications.

 

Chris is active in his church, enjoys reading books on history, politics, and economics, watching college football and basketball, playing an occasional round of golf, and spending time with his family.  

Photo of Office Manager Anna Bechtold

Anna Bechtold

Office Manager

Anna joined our team in March of 2024, bringing years of experience in B2B client relations and a background in management, logistics, and administration. She supports David Freitag and Chris Preston with the daily business operations and client services.

 

Anna is a dog-loving, animal rescue advocate and an avid reader. She is a Colorado native and lives near the foothills in West Denver with her longtime partner, Juan and their two dogs. They love to hike, camp, and attend live music in their free time.