Meet Your Team

We’re not satisfied with mediocrity or stagnancy—not in our life or yours—so we’re constantly looking for ways to better serve you and improve our planning process. We take pride in our work, and our goal is to be the best at what we do so we can make the greatest impact for you and your family. To learn more about our team, we invite you to explore the bios below.

 

David G Milonas , CFP®, CLU®, ChFC®, RICP®

Partner and Private Wealth Advisor

Office 312-641-8621


Email

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Thomas J Rossi , CFP®, CLU®

Partner and Private Wealth Advisor

Office 630-368-3127


Email

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Melissa Tichnor

Director of Operations

Office 312-641-8932


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Amy C Gardella

Director of Insurance Services

Office 630-368-3138


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Jennifer L Johnson

Director of Investment Services

Office 630-368-3183


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Joe Kusper , MBA

Client Relations Manager

Mobile 630-779-3006


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