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. Zach serves our Chicago office by leading and mentoring a group of Financial Representatives. He also specializes in helping young professionals and young families by creating holistic and comprehensive financial plans. Specializing in working with medical professionals,...
Proud Chicagoan and University of Missouri Graduate. Zach serves our Chicago office by leading and mentoring a group of Financial Representatives. He also specializes 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.
