REVIVE - Key Persons
Adam believes deeply that the most successful wealth management strategies look at the bigger picture and go beyond investments. This is especially important when managing risks, life goals, legacy planning, and charitable giving. It is this comprehensive approach, along with a commitment to his clients' best interests, that sets Adam apart.
Adam brings trustworthiness and passion to all aspects of financial service and client interaction. He genuinely cares for each client, and he finds immense satisfaction in building relationships with his clients that allow him to play a part in their lives.
Prior to partnering with Commonwealth, Adam was a financial representative and a financial adviser with Country Financial for 16 years, specializing in investment and insurance products. At Country Financial, he served on the National Advisory Council.
Outside of the office, Adam enjoys spending time with his family, playing golf, and hosting gatherings for friends and loved ones. Adam was born and raised in Illinois, and currently resides in Libertyville with his beautiful wife, Deborah, and his three naughty boys: Luca, Giovanni, and Marco.
Job Titles:
- Client Relationship Manager
Job Titles:
- Agency Office Manager & Licensed Producer
Matthew has over 30 years of experience in the financial services industry and previously held his series 7 and 63 licenses. He is licensed for Property, Casualty, Life, and Health. Matthew finds incredible satisfaction in helping people achieve their goals. He enjoys the process of sitting down and talking with clients, fact-finding, developing a wholistic plan, and then finally implementing that plan.
Matthew is the youngest of seven children and has been married to the same woman for nearly 30 years. Family is the most important thing in Matthew's life, and he treats his clients like family. He believes that Revive sets itself apart through its approach and scope of services. Revive has the capacity to sit down with a client and relate to them at any stage of their life, whether they are single, newly married, young family, midlife, pre-retirement, retirement and beyond.
Matthew's favorite quote: "Make your dash count. Everyone is born and everyone dies, but not everyone lives."
Job Titles:
- Agent
- Managing Partner
- Insurance Representative
William Frisch is a seasoned insurance representative with over 23 years of experience in the industry. He graduated with a B.S. from Illinois State University and is currently studying for his Series 65 to become a financial advisor.
His family owns community-based businesses, which inspired him to start his own. He strongly believes in developing long-lasting relationships with his clients, providing personal attention and making decisions for their benefit. William's motto is to give his clients the attention they deserve. This sets his business apart from other financial institutions and insurance agencies. Meeting new people and helping them plan for their future is the biggest reward of his job.
If he weren't in the insurance field, William would be a game warden or fishing guide. He plans to do a lot of fishing in his retirement and travel to his favorite places - Canada for fishing or any beach for relaxation with his family.