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 Wealth Management Advisor Dario Bolaños

Dario Bolaños

Wealth Management Advisor

312-641-8900

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Photo of Chief Operations Officer Nina Kuang

Nina Kuang

Chief Operations Officer

312-641-8586

Photo of Senior Director of Recruitment and Selection Tina Marie Donoghue

Tina Marie Donoghue

Senior Director of Recruitment and Selection

312-641-8605

Photo of Kara Pachut

Kara Pachut

312-548-1827

Photo of Director of Planning and Development Kellie Holubow

Kellie Holubow

Director of Planning and Development

312-641-8900

A O

Alexandra Overman

Workflow Manager

312-641-8900

J N

Jamie Neilsen

Sales Execution Team Leader

312-443-7370