PARTNERS WEALTH MANAGEMENT - Key Persons
With over a decade of experience in corporate accounting, customer service and office management, Annie's analytical mindset and acute attention to detail aids Partners Wealth Management in our endeavors for ongoing improvement of the client experience. As a Project Manager, Annie works with our firm's advisors to develop planning reports and client recommendations. She serves as the facilitator of our five step wealth management process and is dedicated to managing efficiency. Furthermore, Annie is responsible for data integrity and WealthBuilder administration.
Job Titles:
- Director of Sales and Marketing ( Property and Casualty )
Christine is responsible for coordinating the commercial insurance and risk management strategy with our clients. She began her career at Near North Insurance Brokerage in Chicago in 1993 and has progressively increased her responsibilities to include marketing, sales and consulting roles at Aon Risk Services, HRH of Chicago and Hays Companies.
Christine graduated from Illinois State University with a degree in Economics. She has strong skill sets as it relates to corporate risk management, professional liability and emerging markets.
Dan is a graduate of Benedictine University's College of Business, where he earned a Bachelor's Degree in accounting. He is licensed as an Illinois Life Producer and is also a Registered Representative and Investment Advisor Representative of Kestra Investment Services, LLC, holding his Series 7: FINRA General Securities Representative, Series 63: FINRA Uniform Securities Agent & State Law Examination, and Series 65: FINRA Uniform Investment Advisor Law Examination licenses.
Job Titles:
- Financial Advisor
- Registered Representative
Greg began his career in financial services over 20 years ago after an 18 year career in retail management. As a graduate of George Mason University he holds a BS in Industrial/Organizational Psychology and a more recent certification from The Wharton School in Retirement Planning. As an experienced Chartered Retirement Planning Counselor℠ (CRPC®)from College for Financial Planning, he uses his 30 years of experience in behavioral finance to bring clarity and confidence to holistic financial planning, specializing in sustainable retirement income planning.
With clients throughout the country, Greg is a Registered Representative and an Investment Advisor Representative of Kestra Investment Services, LLC. He currently holds a Series 6: FINRA Investment Company Products/Variable Contracts Representative Examination, a Series 7: FINRA General Securities Representative Examination, a Series 63: FINRA Uniform Securities Agent State Law Examination, and a Series 65: Uniform Investment Advisor Law Examination.
Greg is a Qualifying and Life Member of 19 years of the Million Dollar Round Table, the Premiere Association of Financial Professionals®, a global, independent association of more than 49,500 of the worlds leading life insurance and financial services professionals from more than 500 companies in 70 countries. Greg is also a member of NAIFA, the National Association of Insurance and Financial Advisors, whose mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills and promote the ethical conduct of its members.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA-SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Partners Wealth Management is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with Partners Wealth Management or PartnersFinancial or any entity referenced herein. Neither Kestra IS nor Kestra AS provide legal or tax advise and are not Certified Public Accounting Firms.
Jake is the Client Service Manager and has been at Partners Wealth Management since October 2022. He is devoted to serving clients with the utmost care and attention to detail and strives for overall efficiency and customer satisfaction.
Jake earned his Bachelor of Business Administration with a concentration in Finance from Saint Xavier University and graduated Summa Cum Laude. He is licensed as an IL Life Insurance Producer and holds a Series 65 License. Jake is currently working towards his SIE and Series 7 license as well.
Jeremiah C. Lorenz (JC) has joined Partners Wealth Management from Callero and Lorenz Financial Services. He brings over nineteen years' experience to his work for clients and recognizes that a good part of what he does is to help clients feel confident as they work towards a rewarding financial future. It is about listening to clients' needs and concerns and then helping them define their future goals; only then is a strategic plan designed.
Joe's keen attention to detail and service-oriented background assists Partners Wealth Management in our continual efforts to provide best-in-class service and support for our clients. As Director of Operations, Joe leverages his leadership skills with acute focus towards efficiency and the client experience in cultivating the team and overseeing the day-to-day operations of the firm. He works with our advisors to develop planning reports and client recommendations, serving as a manager of our five-step wealth management process.
Joe has over 15 years of experience in the commercial leasing industry. Most recently, he managed the contracts department for one of the largest, independent equipment lessors in the United States.
Joe is a graduate of American Intercontinental University with a Bachelor of Science and Bachelor of Art degree in Accounting with a minor in Finance. He is licensed as an Illinois Life, Health and Disability Insurance Producer.
Kathy joined Partners Wealth Management in October of 2021 as the Executive Assistant to managing partner, John Freiburger. She dedicates herself to positive communication, strong organizational skills and a heightened attention to detail. Her focus on the client experience is truly an asset to the firm.
Kathy brings years of experience working with law firms, Fortune 500 environmental services, and the fitness industry. She furthered her expertise working in human resources and customer service, focusing on escalated customer experience resolutions.
Kathy obtained her Associate's degree from Elgin Community College with a concentration in Legal Studies.
Lewis is a financial advisor at Partners Wealth Management. With over a decade of experience in the insurance and financial services industries, he represents the next generation of advisors at PWM. He proudly guides clients in defining and achieving their future goals, while considering their needs and helping manage investment risk. His high standard of excellence and client-centric focus serve as the foundation of his relationships with clients. Lewis loves to educate on the complexities of markets, and his passion is clear in every interaction.
He is a Registered Representative with Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representative with Kestra Advisory Services, LLC (Kestra AS), holding his Series 7: FINRA General Securities Representative, and Series 66: FINRA Uniform Combined Securities Agent and Investment Advisor State Law Exam licenses. Lewis is also licensed to advise on insurance and annuity products in the state of IL.
Lewis is a graduate of University of Nevada, Las Vegas with a Bachelor of Science in Finance, and a minor in Economics. After researching the best places to live across the country, Lewis and his wife chose the Naperville area to plant their flag. Lewis loves outdoor activities, especially camping, hiking, biking, and riding ATVs.
Job Titles:
- Certified Financial Planner
- CFP
- Director of Investment Strategy
Marty Pereira, Certified Financial Planner™(CFP®) is Partners Wealth Management's Director of Investment Strategy. Marty comes with a long and fulfilling career providing planning services and financial confidence to individuals and their families. Beneficiaries of Marty's financial planning and investment consulting services include business owners, Fortune 500 executives, doctors, divorced/widowed women and professional athletes.
In addition to providing investment and personal financial planning services in the past, Marty was a CPA tax professional for one of the top accounting and financial services firms in the world, Ernst & Young; Chief Financial Officer and Chief Operating Officer of a $20 million specialty services business; individual online trader of derivatives (futures contracts & listed options); and most recently, a Financial Advisor with Morgan Stanley Wealth Management in Chicago's loop.
Marty earned a Master of Science degree in Accounting from the University of Rhode Island. He is a Registered Representative with Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representative with Kestra Advisory Services, LLC (Kestra AS), holding his Series 7: FINRA General Securities Representative, Series 65: FINRA Uniform Investment Advisor Law Examination, and Series 66: FINRA Uniform Combined Securities Agent and Investment Advisor State Law Exam licenses. Marty is also licensed to advise on insurance and annuity products in the state of IL.
Michele joined Partners Wealth Management in September of 2022 as the Office Manager. She is an accomplished business professional with an extensive history in managing operations. Michele's vast experience, acute focus on organization, and quality of the client experience make her a valuable member of the team. Her behind-the-scenes responsibilities contribute to the excellent service we provide to our clients.
Michele is extremely proficient in relationship building, marketing communications, and administrative support among many other skills. Her infectiously positive energy is a joy to be around!
Job Titles:
- Supervisor of Client Services
Sara Zappani is a Supervisor of Client Services at Partners Wealth Management and has been with the firm since 2014. In this position, Sara continues to be committed to best in class service for every client she works with. Her attention to detail, dedication towards efficiency and the client experience remain paramount.
Vicky comes to Partners Wealth Management with a focus on the client experience. She has over 16 years of experience in the Financial Industry as well as over 30 years as an Administrative Assistant. As a Client Services Manager, Vicky is dedicated to efficiency, attention to detail and treating each client as an individual, giving them the best service possible.