SENTINUS - Key Persons
Job Titles:
- Representative
- Life Producer
- Registered Investment Advisor
- Wealth Advisor
Andrew C. Atseff is a Registered Investment Advisor, Registered Representative and Licensed Life Producer practicing comprehensive, full-service planning. In addition to his experience as a financial planner and investment advisor to high-net-worth clients, Andrew brings developed expertise in retirement plan design and financial solutions for small to mid-market businesses.
Andrew's success in the financial planning industry follows his experience as Senior Vice President at Jones Lang LaSalle Americas, Inc. the world's largest full service commercial real estate firm. There, he acted as a trusted advisor to corporate executives developing and implementing real estate solutions to match their strategic goals.
Andrew received his Bachelor of Science degree from the University of Illinois. He earned his MBA from the Kellogg School of Management at Northwestern University, concentrating in Finance and Management Strategy.
The father of 6 busy children, Andrew coaches various sports teams, and attends numerous games, matches, shows, and competitions, and events of all kinds In between his children's activities, Andrew enjoys an occasional round of golf.
Ann has more than 25 years of experience in the financial services industry. She believes her role as a wealth advisor is to assist clients navigating life's transitions and help them grow through the challenge, while utilizing an optimal synergy of relationships, money management, and comprehensive, individualized life planning. Ann is passionate about helping those whose lives have been upended by a life altering event such as the loss of a spouse or divorce and is dedicated to helping those in transition pursue financial freedom.
Ann completed the rigorous process of earning her Certified Financial Planner™ (CFP®) certification in order to provide comprehensive financial planning and integrated investment strategies to her clients. She also earned the Certified Divorce Financial Analyst designation (CDFA®) and is a trained mediator. She is a member of the Collaborative Law Institute of Illinois and the Institute for Divorce Financial Analysts.
Ann is dedicated to her family; she is married and blessed with three children. As an avid triathlete, Ann knows the transition period between each of the three disciplines is critical, demanding both physical and mental adaptability. She applies this same discipline when working with clients. Ann also brings the experience she gained from her family's successful manufacturing business to the business decisions, tax considerations and succession planning facing her clients' closely held business dynamic.
Ann graduated Magna Cum Laude with a BS in accounting from the Kelley School of Business at Indiana University. She is a CPA, a CFP® professional, and CDFA TM. In addition to her focus as a financial planner, Ann is a member of the Board of Trustees for Elmhurst Memorial Healthcare. She was the first woman elected to the Board of Directors at Medinah Country Club and currently serves on the long-term Strategic Planning Committee. She also enjoyed serving as Director of Administration for the 2006 PGA Championship and as Executive Vice Chairperson for the 2012 Ryder Cup.
Job Titles:
- Director of Client Service
Belinda Lusk worked with her husband Rich to build their financial services business for 20 years. Her primary role prior to joining Sentinus encompassed coordinating all client service related inquiries, along with managing the office. Belinda's favorite part of her job is interacting with the firm's clients in the course of helping them accomplish their financial goals.
Belinda graduated from Northern Illinois University with a B.S. in finance. She is an active member of her parish and enjoys golfing, reading and traveling in her spare time. Belinda and Rich have three daughters and live in the Beverly neighborhood of Chicago.
Curtis has made a full circle, returning to Sentinus after interning during his undergraduate studies. His time away was spent in public accounting, most recently at Ernst & Young, assisting in the international tax services group. Having prior knowledge and experience with the Sentinus team, he jumped at the opportunity to return and contribute in this new role.
Curtis received his Bachelor of Administration in accounting from the University of St. Francis with a minor in finance and a strong emphasis in economics. He graduated with honors as a Dean's Scholar and obtained several other notable distinctions including the Business Student Achievement Award. After his undergraduate studies, he obtained his CPA license and obtained his MBA from the University of Chicago Booth School of Business.
He and his wife, Jennifer, enjoy spending time with their two children, Smith and June, who both keep them busy. He enjoys cycling, baseball, hockey and playing golf.
Dan joined the Sentinus team after originally having been a customer. He is a Registered Investment Advisor and Licensed Life producer.
Dan has more than 25 years experience in helping customers implement creative customized solutions both as a consultant and medical device representative. He has brought that consultative approach to Sentinus and enjoys the personalized approach Sentinus brings to each of its customers.
Dan was born and raised in Michigan and is a graduate of Hope College with a degree in Physics Engineering. He, his wife Andrea, and his daughters, Gabriella and Lillian enjoy spending time in Michigan and participating in many outdoor activities including water skiing, snow skiing, hiking and golf.
Job Titles:
- Office Manager & Insurance Specialist
Elise is our Office Manager and Insurance Specialist, providing Operations Support to the Sentinus Team.
Elise's professional career began in the hospitality industry when she was promoted from Front Desk Supervisor and became a Sales and Marketing Manager for Hilton, managed by White Lodging Services where she oversaw planning, promoting, and executing high-end events. The dramatic changes in the hospitality industry in 2020 led Elise to a role at Simplify Healthcare, a rapidly growing software company. At Simplify, Elise worked as an Administrative Assistant spearheading new initiatives in hybrid-employee onboarding & engagement, managed trade-shows, global marketing & internal communications, as well as C-Suite leadership support.
Elise earned her BA in Psychology from the University of Illinois at Chicago (UIC) and is a member of Phi Theta Kappa.
In her free time, Elise hosts and produces her own Podcast for grief support, available on Spotify and Apple. She is a strategy board game enthusiast, is an avid camper and digital artist.
Gabriella joined Sentinus in 2017. She enjoys contributing to both the accounting and financial design aspects of the company. She works closely with advisors on financial planning and implementing investments for our clients.
She received her Bachelor's of Business Administration from Benedictine University with a double major in Accounting and Finance. She recently completed her MBA with a Concentration in Financial Management.
John officially joined Sentinus in 2014, after interning the preceding two years. As a financial planner, he works closely with the Director of Design to ensure that every client's financial planning and investing needs are satisfied. He is eager to take advantage of his new role and contribute to the future success of Sentinus.
John attended the University of St. Francis, where he majored in accounting, and graduated with honors. He is currently pursuing his CFP license.
John spends his free time with his family and friends, and enjoys playing baseball, painting, skiing, and traveling to new and exciting destinations.
With over 35 years of experience in the financial services industry, Jonathan has designed creative and impactful retirement and estate plans for executives, business owners, and retirees. He is a Chartered Financial Consultant and Chartered Life Underwriter, and throughout his career he has worked for leading financial service companies in the role of Financial Consultant and Divisional and National Sales Manager.
He served as President of the Palm Beach County Financial Services Professional (FSP) organization and has been active throughout his career in leadership positions in the investment and insurance business.
Since Jonathan first started in financial services, he has been an advocate for recommending products and services of the highest quality that fit the needs of his clients. He believes in a balanced approach and that proper planning must be proactive and intentional.
Jonathan resides in DuPage County, IL with his wife, Kathryn. Together, they are active in the community, supporting causes and projects that promote wellness and healthy living. They have two wonderful grown children.
Kathy is licensed with the State of Illinois for Life Insurance in an administrative capacity and has been with the firm since 2001. She facilitates the implementation of new insurance with clients as well as servicing existing policies.
Kathy holds a BA degree in Communication Arts: Journalism from St. Joseph's, Calumet College Indiana. Her earlier experiences focused on freelance writing and public relations with the former Copley Chicago Newspapers and the School City of East Chicago.
Kathy is proud of her three daughters, who work respectively as a teacher, a nuclear engineer and a dentist. Her experience caring for her elderly mother has given Kathy an appreciation of the effects of longevity to an individual's financial situation, fueling her ardor for Sentinus' services.
An active member of St. Mary Immaculate Church in Plainfield, Kathy volunteers in various capacities. When time permits, she is an avid cook and creative baker and continues personal writing endeavors.
Kyle joined Sentinus in 2012 after starting his financial career with The Ayco Company, a Goldman Sachs Company. While at Ayco, Kyle provided comprehensive financial counseling and support to corporate executives and high net worth individuals and families to achieve their financial goals. Upon joining Sentinus, Kyle has been able to build upon his past experiences and utilize his skills to help strengthen the firm.
As a wealth advisor, Kyle creates and implements client financial plans while providing personalized wealth management solutions tailored to each client's specific needs. Kyle enjoys working directly with clients to help solve any obstacles that may be standing in their way, and he brings fresh perspectives and a strong desire to expand upon the company's tradition of dedication to client service.
He received his Bachelor of Science in finance from the University of Illinois at Urbana-Champaign and a master's in taxation at the Kellstadt Graduate School of Business at DePaul University. He is currently pursuing his CFP® designation.
He and his wife, Lisa, enjoy spending time with their two kids, Miles and Espen.
Job Titles:
- Advisor
- Assistant
- in 2020 As an Advisor
Paige joined Sentinus in 2020 as an advisor assistant. In previous roles, Paige worked as an education advisor at Colorado Technical University for 3 years. She has been working in wealth management since she began working for Money Managers in 2017 as an administrative assistant where she quickly established herself as a dependable and integral part of the team while deepening her knowledge of the Financial Services Industry. Paige enjoys using her analytical and organizational skills to ensure clients have a clear and complete understanding of their financial plans.
Paige is actively pursuing her Series 65 and has also completed coursework toward becoming a Certified Financial PlannerTM professional. In her spare time, Paige enjoys spending time with her family and attending events in the Chicagoland area.
Over his 25 years in financial services, Phil has gained significant knowledge of the wealth management industry. He has a reputation for creating and executing strategic plans to grow a business with a focus on transparent leadership. Prior to joining Sentinus, Phil served as President of Incapital LLC, a leading underwriter and distributor of investment solutions. At Incapital, he led various disciplines, including finance, operations and technology, investment banking, trading and sales. He was also active in Incapital's merger and acquisition strategy, analysis and integration.
Phil graduated from Viterbo University with a B.S. in accounting and received his MBA from the University of Chicago. Phil holds many securities industry licenses and is also a CPA. He is a member of the Executives' Club of Chicago.
Phil and his wife, Joanne, have three children, enjoy volunteering in the community and are active in their parish. Phil spent many years coaching youth sports, particularly football, baseball and softball and enjoys playing softball, golfing and is an avid reader of military history books.
Job Titles:
- Certified Financial Planner
- Wealth Advisor
Investing on one's behalf is much more than understanding numbers, the markets, and current macroeconomic trends. Rob understands that to really help individuals, families, and business owners financially excel he must first come to the realization of their "why?". Through conducting a comprehensive financial analysis, focusing on everything in your life attached to a dollar sign, Rob can help tailor a customized guide path to make your dreams and goals a secure reality. Rob understands that being an advisor is an extremely large responsibility, and it encapsulates the joint vision of long-term success towards a lifetime of one's hard work.
During Rob's six-year tenure at Charles Schwab, as a Vice President, Financial Consultant and Registered Representative, he focused on deepening client relationships and offering premier client service. He has dealt with clients from numerous backgrounds, varying investments needs, and differing retirement aspirations. He assisted these individuals through deep financial planning dialogues, investment portfolio reviews, and personalized recommendations of wealth management solutions. His focus on the development of trust is paramount in every relationship he establishes.
Rob is a Certified Financial Planner™ (CFP®), a Registered Investment Advisor, a Registered Representative, and is Life & Variable Insurance Licensed. He received his bachelor of science degree from Indiana University - Bloomington. Go Hoosiers!
He and his wife, Katie, enjoy spending time with their son, Owen, and their black lab, Gabby. In Rob's free time, he likes to stay active, golf, travel, volunteer, and root for the Indianapolis Colts.
Stephanie began working in the wealth management field as an administrative assistant in 2019. Prior to entering the wealth management field, she worked as an education advisor. Stephanie enjoys communicating and interacting with clients. She is eager to increase her knowledge of the wealth management field as a part of Sentinus.
Stephanie is a loving mother and wife and enjoys spending time outdoors with family as much as possible. She enjoys traveling and is always seeking opportunities to explore new areas and experience new things.
Stephen joined Sentinus in 2022. He works closely with our advisors on creating and implementing financial plans.
He graduated from the University of Georgia with a degree in Financial Planning. Additionally, Stephen's background comes from working with high-net-worth households implementing investment and tax minimization strategies.
In his free time Stephen enjoys golfing, skiing, playing hockey, trying new restaurants in Chicago, and spending time with friends and family.
Job Titles:
- President
- Member of the Community Foundation of Will County Professional Advisory Board
Tyler has expanded the focus of Sentinus. He often states that while it is not easy to be strategic with your money, it is possible. He understands the importance of the comprehensive planning model and its overall value to business owners and professional clients. This has made him keenly aware of its advantages to a wide spectrum of high net worth clients. Tyler's knowledge and experience in financial planning, coupled with his communication skills and legal training, support his ability to provide clients with creative and strategic planning solutions in the tradition of the firm.
Tyler enjoyed corporate recognition for success in his 10-year tenure with Lincoln Financial Advisors. He holds industry designations as a CFP® in addition to professional licensing in securities, advising and insurance. Tyler is a St. Norbert College graduate with a bachelor's degree, cum laude, in communications and a J.D. from Marquette University Law School.
Active in his community, Tyler is a member of the Community Foundation of Will County Professional Advisory Board and also serves on the Caritas Gala Committee for The University of St. Francis.
Tyler's personal focus is spending time with his wife, Stephanie, and two daughters, Chase and Macki. He enjoys traveling, music, and movies. Also having grown up in Kohler, Wisconsin, he is an avid golfer by default.