EMBREE FINANCIAL GROUP - Key Persons
I graduated from Indiana University's Kelley School of Business with a major in Finance and minor in Economics. I've had a consistent goal of building a career in professional services - but in a way that allows me to develop meaningful relationships with individuals and families. I am passionate about collaborating with others to create sustainable value. I have concentrated on corporate executives and small & medium enterprise (SME) owners. I hold FINRA Series 7 & 66 licenses, plus a Life, Accident & Health license.
I was born and raised in the Northern Chicago suburbs and then attended the University of Iowa where I graduated with a degree in Finance from the Tippie School of Business. I currently hold my LAH and Series 65 License.
Job Titles:
- Associate Director of Operations
I always wanted a career where I could help people, and Embree is the perfect place for me to do that. I love assisting clients, and I strive to make the experience as easy as possible and less stressful than they anticipate.
I come from a small farm town in central Illinois. After graduating from the University of Illinois with a degree in Finance in Agribusiness, I moved to Chicago seven years ago.
Areas of expertise
Private Wealth Management (PWM)
Job Titles:
- Senior Relationship Manager
I provide professional support to retirement plan sponsors, participants and recordkeepers. In collaboration with our team of experts, I review plan analytics, prepare reports, and develop marketing and compliance presentations.
I was born and raised in the western suburbs of Chicago. Now I have settled in Western Springs with my husband and our two young children, Trip and Charlotte. Our family spends a lot of time outside (summer or winter!) on our favorite activities: biking, fishing, ice skating, and snowmobiling.
I graduated from DePauw University and have spent the last 11 years in the financial industry as a client service associate. I find fulfillment from helping my clients make good financial decisions to set up themselves and their families for future success.
Areas of expertise
Creating fee comparisons for plan sponsors
Job Titles:
- Private Wealth Advisor, Chartered Market Technician
While managing many aspects of the firm's operations, including our technology initiatives, I also focus on portfolio construction. I work with clients to ensure that their investments are consistent with their goals and objectives. As the leader of our investment committee, I manage the various investment strategies we deliver to clients, and I oversee our compliance programs. I also monitor client portfolios for asset allocation and style drift.
I have been in wealth management since 1985. Prior to Joining EFG he spent 18 years as First Vice President of Investments at Merrill Lynch and 7 years at a mid sized dually registered Investment Advisory firm where he served as Managing Partner. I previously served as President of the Financial Planning Association of Illinois, and I hold a Juris Doctorate, plus CFP® and CIMA® designations.
I spend my free time with my family snowboarding, fly-fishing, and gourmet cooking.
Job Titles:
- Senior Private Wealth Advisor
I am a Senior Investment Advisor who has been working in the financial services space for more than 12 years. I specialize in providing integrated solutions in private wealth management, risk management and financial planning. On the institutional side, I specialize in carve-out benefit programs for senior executives and business transition planning for business owners.
My career began after graduating with a BA in Economics and an M.Ed from Vanderbilt University. While attending Vanderbilt, I was a quarterback on the varsity football team. Prior to joining EMBREE FINANCIAL Group, I spent 12 years as a Senior Vice President at Lenox Advisors.
I spend my free time in the city with my wife, Alexandra, and two amazing children Brooks and Paige. I also sit on the Board of Directors for the Revive Center for Housing and Healing, an organization that seeks to end homelessness and restore hope. I am an avid golfer, Cubs fan and Vandy supporter. My professional designations include my Series 66, Series 7 and multistate personal insurance license.
Job Titles:
- Administrative & Executive Assistant
I'm proud to be the first voice many clients hear when they call to speak with our team of experts. By handling the administrative side of the company, our advisors and relationship managers focus more of their time on what matters most - our clients.
I am a transplant from Pennsylvania now living in Roscoe Village with my husband and daughter. Before graduating from Westminster College in PA, I fell in love with traveling the world while studying abroad in Costa Rica and England. Having previously served as a nanny, I'm well-suited to the day-to-day management of a fast-paced environment and the juggling of multiple calendars and events.
Early in my career, I continued to come across women in need of more guidance around their financial and life objectives, particularly women of divorce and women who are widowed. Ever since, I have committed myself to providing the wealth guidance and expertise I would want for myself if I weren't in this business.
I live in Austin with my husband Blake and identical twin boys, where we combine farm life with an urban vibe. Sometimes I grab fresh eggs from our chickens in the morning before slipping on heels for an afternoon meeting or event. Traveling and exploring the world also puts a smile on my face - a five-day trek in Nepal was incredibly rewarding.
I am a Certified Divorce Financial Analyst® and CERTIFIED FINANCIAL PLANNER® professional.
Areas of expertise
Financial Transitions for Women
Being a CDFA, I work to fully analyze the implications of life changes to ensure a strong, stable economic future. I work tirelessly to help clients avoid long-term regret over financial decisions made during a divorce process.
Job Titles:
- Senior Relationship Manager
For me, one of the best parts about working at EMBREE FINANCIAL was learning early in my career the importance of saving for retirement. Sharing this knowledge with plan sponsors, participants, and prospects is now a highlight of my job as I know I'm helping shape the financial future of so many others.
I was raised in central Pennsylvania before attending college north of Pittsburgh. After college I gradually made my way west - spending a few years in Ann Arbor before settling in Chicago. Though Chicago is still my home base, I split my time between here and the United Kingdom where my husband lives and works in London. In my free time I can be found relaxing in Northern Michigan, hiking in Snowdonia, or snorkeling in Barbados.
Areas of expertise
Fiduciary Plan Reviews
Job Titles:
- Director of Financial Planning
I began my career in Fort Lauderdale, FL where I worked for Morgan Stanley and UBS. I then made the jump to work for a boutique RIA where I fell in love with financial planning. I am passionate about working with families and helping them navigate the intricacies that every family encounters in all aspects of their lives - not just the financial ones.
I am based out of my hometown, Pittsburgh, PA, and I have held my CERTIFIED FINANCIAL PLANNER™ certification since 2012. I am a bit of an adrenaline junkie and have tried skydiving, rappelling, ziplining, and ice climbing and I am always ready for my next adventure.
I am dedicated to assisting clients organize their financial affairs and prepare for retirement.
While earning a degree in Management & Marketing at Indiana University, I was an all-american swimmer, winning three Big Ten titles. I'm still an avid swimmer - often getting laps in the pool or swimming the buoys in Lake Michigan on calm days. I enjoy helping young athletes navigate the college recruiting process in just about any sport. Three of my sons played D-1 baseball, and my youngest continues to pursue his dream of playing in the major leagues. He's currently in triple-A Buffalo.
Having been married for 35 years, my wife, Challen, and I live in Glenview, IL.
Areas of expertise
Title
Job Titles:
- Director of Private Wealth Management Relationships
Born and raised in the Chicagoland area, I am a huge fan of Chicago sports. I graduated from the University of Iowa (Go HAWKS!) with a bachelor's degree in finance. I currently hold my Series 65 and LAH licenses. I was driven to become a Private Wealth Advisor due to my love of helping people and tailoring portfolios to their needs.
The most rewarding parts of my job are creating new long-lasting relationships and helping clients make sense of their financial situation.
I started my career at Price Waterhouse as a CPA before earning an MBA from the University of Chicago. I then worked at top international investment banks such as Merrill Lynch, UBS, Lehman Brothers and Banco de Brasil in New York, London, Sao Paulo, Hong Kong and Tokyo. I was responsible for sales, trading, and investment ideas for asset managers as well as hedge, sovereign wealth, and pension funds.
I have always wanted to use my investment skills and knowledge to make a difference in peoples' lives by helping secure their financial future. I believe those that have accumulated wealth deserve to preserve it.
I am a former CPA and current CFP® Professional.
My introduction to financial services began more than 40 years ago when I graduated from Vanderbilt University and moved to San Francisco from Chicago to take a job at Bank of America. After four years in banking and enjoying California, I returned to Chicago to earn an MBA at Northwestern's Kellogg Graduate School of Management. In 1987, I graduated from Kellogg and joined Lehman Brothers, where I spent nearly eight years in fixed income derivatives and corporate bond sales in several locations, including Chicago, New York, Sydney and Tokyo.
I am thrilled to be on the Retirement Plan Services team at EMBREE in a role where I can assist clients in understanding their retirement savings. I look forward to helping people learn about their personal finances as I continue to develop my expertise with the wealth of knowledge that the team at EMBREE offers.
A recent Summa Cum Laude graduate from Tulane University in New Orleans, I am originally from Colorado and look forward to making Chicago my home.
I am responsible for elevating the quality and efficiency of both sides of our business: Private Wealth Management and Retirement Plan Services. I also keep our administrative and compliance operations running smoothly.
I have been in the financial services industry for more than 30 years. After graduating from Boston University, I spent 25+ years at Citigroup as a Director in the Capital Markets Origination Group in the Securitized Markets business. I joined the EMBREE FINANCIAL team in 2017 as a representative focused on east coast business origination.