Putting
people first.
Get to know our leadership team
Leadership at the Chicago office is dedicated to doing good for our clients, employees and community.
In 2001, Trent began his career as a College Financial Representative while attending the University of Northern Iowa. He graduated in 2002 with a BS in Finance and moved to Chicagoland to begin his full-time career as a Financial Representative. Trent’s vision is to maintain a balance of impacting lives through...
In 2001, Trent began his career as a College Financial Representative while attending the University of Northern Iowa. He graduated in 2002 with a BS in Finance and moved to Chicagoland to begin his full-time career as a Financial Representative. Trent’s vision is to maintain a balance of impacting lives through his own practice, while consistently bringing in new talent to represent the company and community that we serve. Trent is married to Shea and they reside in Park Ridge, IL with their three daughters, Reece, Claire, and Lauren. They are avid golfers, boaters, and travelers.
Proud Chicagoan and University of Missouri Graduate, I specialize in helping young professionals and young families by creating holistic and comprehensive financial plans. Specializing in working with medical professionals, some areas of expertise include: tax efficient wealth accumulation, risk management, education...
Proud Chicagoan and University of Missouri Graduate, I specialize in helping young professionals and young families by creating holistic and comprehensive financial plans. Specializing in working with medical professionals, some areas of expertise include: tax efficient wealth accumulation, risk management, education planning, major purchase planning and everything in between.
Melissa Zeman
Director of Recruitment
As the Director of Recruitment with our Chicago office, Melissa spends her days networking, sourcing, and speaking with business-minded self-starters who personally align with our mission and values. She also focuses her efforts on building a strong community of supporters and influencers who can help drive our...
As the Director of Recruitment with our Chicago office, Melissa spends her days networking, sourcing, and speaking with business-minded self-starters who personally align with our mission and values. She also focuses her efforts on building a strong community of supporters and influencers who can help drive our mission. From food to fashion to finance, Melissa has grown her career through relationship building and assisting others in finding success. With experience as an educator, a marketer, a stylist and now a recruiter, she has become a career coach when speaking to candidates, helping each learn their strongest skills and goals. Melissa was honored as Recruiter of the Year in 2018 and plans to continue her achievements by building an office with a growth mindset.
Rebecca Eilers
Internship Director
As the Director of Internship Recruitment, Rebecca oversees all activities related to sourcing top talent throughout Chicagoland. Her mission is to build relationships on campus and help young professionals gain real-world experience. Ultimately, Rebecca's goal is to guide students as they decide to make their...
As the Director of Internship Recruitment, Rebecca oversees all activities related to sourcing top talent throughout Chicagoland. Her mission is to build relationships on campus and help young professionals gain real-world experience. Ultimately, Rebecca's goal is to guide students as they decide to make their transition from the classroom to the workplace. She helps them identify their career goals to determine if our internship program is the best mutual fit. Rebecca graduated from the University of Illinois in 2015 and began her career in both retail and third party staffing, which lead to her competitive drive and love for recruiting. She currently lives in Lincoln Park and on the weekends you can find her exploring the city with friends.
Amelia Woods
Recruiter