Lynch McPeek Wealth Management
Lynch McPeek Wealth Management is a full-service financial consulting practice dedicated to helping our clients build wealth and preserve their hard-earned assets. Our practice is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.
Our Associates
Our independence enables us to establish working relationships with a number of industry-leading financial firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.
Ralph D. Lynch, Jr.
- Executive Vice President
- Director
Ralph D. Lynch, Jr.
- Executive Vice President
- Director
Ralph D. Lynch, Jr. is an Executive Vice President and Director for Lynch McPeek Wealth Management. A seasoned veteran in the industry, Ralph has been advising high net-worth individuals, business owners and their extended families since 1983. His role on the team focuses on portfolio management, market analysis and research— monitoring the economic, political, and social climates. Ralph applies current events and market forecasts when advising our clients to provide thorough, thoughtful recommendations to fit each investors’ unique needs. Prior to founding Lynch McPeek Wealth Management, Ralph worked for thirty years as a Portfolio Manager and Financial Advisor at one of the nation’s largest wealth management firms. He received his Bachelor of Science degree in Economics from Northern Illinois University in 1982.
Ralph is an active member of the Glenview Lions Club. His favorite pastimes include golf and following Chicago sports teams. Ralph lives in Glenview with his wife Tonya. He is the proud father of three children— Kelly, Denise and Quinn.
***Awards***
Forbes – Best-In-State Wealth Advisors* - Best-In-State Wealth Advisors* - 2022-2025
Five-Star Wealth Managers in Chicago** – As seen In Chicago Magazine – 2021
* 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm
** The Five Star Wealth Manager award was issued on October 1, 2021 by Five Star Professional (FSP) for the time period October 1, 2021 through September 30, 2022. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 5,635 Chicago-area wealth managers were considered for the award; 382 (7% of candidates) were named 2021 Five Star Wealth Managers. Visit www.fivestarprofessional.com
Ralph is an active member of the Glenview Lions Club. His favorite pastimes include golf and following Chicago sports teams. Ralph lives in Glenview with his wife Tonya. He is the proud father of three children— Kelly, Denise and Quinn.
***Awards***
Forbes – Best-In-State Wealth Advisors* - Best-In-State Wealth Advisors* - 2022-2025
Five-Star Wealth Managers in Chicago** – As seen In Chicago Magazine – 2021
* 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm
** The Five Star Wealth Manager award was issued on October 1, 2021 by Five Star Professional (FSP) for the time period October 1, 2021 through September 30, 2022. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 5,635 Chicago-area wealth managers were considered for the award; 382 (7% of candidates) were named 2021 Five Star Wealth Managers. Visit www.fivestarprofessional.com
Contact
Maureen L. McPeek
- Executive Vice President
- Managing Director
Maureen L. McPeek
- Executive Vice President
- Managing Director
Since 1993, Maureen has served individual investors, business owners, and their extended families. Prior to founding Lynch McPeek Wealth Management, she worked for twenty years as a Senior Vice President and Financial Advisor at one of the nation’s largest wealth management firms.
As an Executive Vice President and Managing Director, Maureen builds comprehensive wealth management plans. She has extensive experience working with client’s legal and tax advisors to develop efficient estate and tax planning strategies. This includes insurance and Long-term Care. She also oversees all aspects of the office as the Branch Manager.
Maureen earned a Bachelor of Business Administration degree in Finance and Accounting from the University of Michigan in Ann Arbor in 1989. She spent two years honing her improv skills at the Second City Training Center in Chicago and graduated with full honors in December of 1994.
Maureen resides in Bonita Springs, Fl and spends her summers in Glenview. She is an avid golfer and an active member at Pelican’s Nest Golf Club and North Shore Country Club. Maureen is a proud mom of two children, Michael & Colleen.
***Awards***
Forbes – Best-In-State Wealth Advisors* – 2020-2025
Forbes – Top Women Wealth Advisors** – 2020-2025
Five-Star Wealth Managers in Chicago*** – As seen In Chicago Magazine – 2015, 2016, 2021
Wells Fargo Advisors Financial Network – Platinum Council****– 2013-2021
***OTHER***
Barron’s – Attended the Top Women Advisors Summit – 2012-2020
Barron’s – Attended the Barron’s Team Summit – 2020
Wells Fargo Advisors Financial Network (WFAFN) - Licensee Advisory Board Member – 2016-2017 & 2020-2021
California Insurance License Number: 0G51115. Resident State IL.
*2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm
**2025 Forbes Top Women Wealth Advisors: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com). 2024 Forbes Top Women Wealth Advisors: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com) 2023 Forbes Top Women Wealth Advisors: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 (Source: Forbes.com). 2022 Forbes Top Women Wealth Advisors: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21 (Source: Forbes.com).2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20 (Source: Forbes.com). 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19 (Source: Forbes.com). www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm
*** The Five Star Wealth Manager award was issued on October 1, 2021 by Five Star Professional (FSP) for the time period October 1, 2021 through September 30, 2022. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 5,635 Chicago-area wealth managers were considered for the award; 382 (7% of candidates) were named 2021 Five Star Wealth Managers. Visit www.fivestarprofessional.com. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Visit www.fivestarprofessional.com. 5,635 Chicago-area wealth managers were considered for the award; 382 (7% of candidates) were named 2021 Five Star Wealth Managers. For 2016: Visit fivestarprofessional.com. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Award issued on October 1, 2016 by Five Star Professional (FSP) for the time period October 1, 2016 through September 30th, 3,411 Chicago-area wealth managers were considered for the award, 725 (21% of candidates) were named Five Star Wealth Managers. For 2015: Award issued on October 1, 2015 by Five Star Professional (FSP) for the time period October 1, 2015 through September 30th, 5,833 Chicago-area wealth managers were considered for the award; 716 (12% of candidates) were named Five Star Wealth Managers.
****The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures. (years 2023 and prior)
As an Executive Vice President and Managing Director, Maureen builds comprehensive wealth management plans. She has extensive experience working with client’s legal and tax advisors to develop efficient estate and tax planning strategies. This includes insurance and Long-term Care. She also oversees all aspects of the office as the Branch Manager.
Maureen earned a Bachelor of Business Administration degree in Finance and Accounting from the University of Michigan in Ann Arbor in 1989. She spent two years honing her improv skills at the Second City Training Center in Chicago and graduated with full honors in December of 1994.
Maureen resides in Bonita Springs, Fl and spends her summers in Glenview. She is an avid golfer and an active member at Pelican’s Nest Golf Club and North Shore Country Club. Maureen is a proud mom of two children, Michael & Colleen.
***Awards***
Forbes – Best-In-State Wealth Advisors* – 2020-2025
Forbes – Top Women Wealth Advisors** – 2020-2025
Five-Star Wealth Managers in Chicago*** – As seen In Chicago Magazine – 2015, 2016, 2021
Wells Fargo Advisors Financial Network – Platinum Council****– 2013-2021
***OTHER***
Barron’s – Attended the Top Women Advisors Summit – 2012-2020
Barron’s – Attended the Barron’s Team Summit – 2020
Wells Fargo Advisors Financial Network (WFAFN) - Licensee Advisory Board Member – 2016-2017 & 2020-2021
California Insurance License Number: 0G51115. Resident State IL.
*2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm
**2025 Forbes Top Women Wealth Advisors: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com). 2024 Forbes Top Women Wealth Advisors: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com) 2023 Forbes Top Women Wealth Advisors: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 (Source: Forbes.com). 2022 Forbes Top Women Wealth Advisors: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21 (Source: Forbes.com).2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20 (Source: Forbes.com). 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19 (Source: Forbes.com). www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm
*** The Five Star Wealth Manager award was issued on October 1, 2021 by Five Star Professional (FSP) for the time period October 1, 2021 through September 30, 2022. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 5,635 Chicago-area wealth managers were considered for the award; 382 (7% of candidates) were named 2021 Five Star Wealth Managers. Visit www.fivestarprofessional.com. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Visit www.fivestarprofessional.com. 5,635 Chicago-area wealth managers were considered for the award; 382 (7% of candidates) were named 2021 Five Star Wealth Managers. For 2016: Visit fivestarprofessional.com. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Award issued on October 1, 2016 by Five Star Professional (FSP) for the time period October 1, 2016 through September 30th, 3,411 Chicago-area wealth managers were considered for the award, 725 (21% of candidates) were named Five Star Wealth Managers. For 2015: Award issued on October 1, 2015 by Five Star Professional (FSP) for the time period October 1, 2015 through September 30th, 5,833 Chicago-area wealth managers were considered for the award; 716 (12% of candidates) were named Five Star Wealth Managers.
****The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures. (years 2023 and prior)
Contact
Michael McPeek, Jr.
- Registered Associate
Michael McPeek, Jr.
- Registered Associate
Michael McPeek is a Registered Associate at Lynch McPeek Wealth Management. Before joining our team, Michael worked at a large financial institution in New York as well as an investment firm in South Florida. His experience lies in sales and trading, and ESG investing. Michael obtained his FINRA Series 7 and Series 66 registrations.
Michael graduated from Glenbrook South High School and went on to earn his Bachelor of Arts degree in Mathematics from Penn State University.
Michael lives in Chicago where he likes to spend time with friends. His hobbies include golfing, skiing, and following sports.
Michael graduated from Glenbrook South High School and went on to earn his Bachelor of Arts degree in Mathematics from Penn State University.
Michael lives in Chicago where he likes to spend time with friends. His hobbies include golfing, skiing, and following sports.
Robert W. Bertog, Jr. CFP®
- Registered Associate
Robert W. Bertog, Jr. CFP®
- Registered Associate
Robert W. Bertog, Jr., CFP® is a Registered Associate at Lynch McPeek Wealth Management. Prior to joining Lynch McPeek Wealth Management, Robert served as a Registered Associate at an Investment Management firm in Northbrook. Robert has his series 7, and 66 security registrations, and his life, health, disability and long term care insurance license. In 2019, Robert earned his CERTIFIED FINANCIAL PLANNER® certification, adding another valuable designation to his professional range. His role on the team focuses on advising high net-worth individuals, Business owners, and their extended families. He works closely with them on strategies to help achieve desired income goals in retirement, efficiently pass assets to heirs, and hedge against market volatility. Robert employs these strategies in developing comprehensive Estate Plan Strategies for our clients.
Robert graduated from Glenbrook South High School in Glenview and went on to earn his Bachelor of Science degree in Policy Analysis from Indiana University with a Minor in Business Foundations
Robert is an active member of the Glenview Chamber of Commerce. Some of his hobbies include traveling, Golf, and following the Chicago Bears.
Robert graduated from Glenbrook South High School in Glenview and went on to earn his Bachelor of Science degree in Policy Analysis from Indiana University with a Minor in Business Foundations
Robert is an active member of the Glenview Chamber of Commerce. Some of his hobbies include traveling, Golf, and following the Chicago Bears.
Contact
Tanya Pomeranets
- Operations/Administrative Manager
Tanya Pomeranets
- Operations/Administrative Manager
Tanya Pomeranets is the Operations/Administrative Manager at Lynch McPeek Wealth Management. Tanya brings extensive industry experience to the team having spent 13 years working in wealth management at two prestigious Chicago firms. She further developed her leadership and managerial skills in a position at a non-for-profit organization focused on providing educational opportunities to underprivileged children.
Tanya graduated from Glenbrook South High School in Glenview and earned her Bachelor of Science degree in Finance from DePaul University.
Tanya resides in Skokie with her husband and two children. Tanya previously served as treasurer of the PTA board and continues to be an active volunteer in the organization. Tanya enjoys traveling adventures and spending time with family & friends.
Tanya graduated from Glenbrook South High School in Glenview and earned her Bachelor of Science degree in Finance from DePaul University.
Tanya resides in Skokie with her husband and two children. Tanya previously served as treasurer of the PTA board and continues to be an active volunteer in the organization. Tanya enjoys traveling adventures and spending time with family & friends.
Contact
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