Ralph D. Lynch, Jr. is an Executive Vice President and Director for Lynch McPeek Wealth Management.  Since 1983, Ralph has served individual investors, corporations and trusts. His role on the team focuses on fixed income and equity research.  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 Bachelors 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 and has three children, Kelly, Denise and Quinn.

Maureen L. McPeek is an Executive Vice President and Managing Director for Lynch McPeek Wealth Management, LLC.  Since 1993, Maureen has served individual investors, business owners, and their extended families.  She has over twenty five years of experience in comprehensive investment planning and wealth management.  Prior to founding Lynch McPeek Wealth Management, Maureen worked for twenty years as a Senior Vice President and Financial Advisor at one of the nation’s largest wealth management firms.  She has been invited to attend the Top Women Advisors Summit* every year since 2012 and this year she will attend the Barron’s Top Financial Advisors Summit*.  These summits are invitation-only events that recognize the achievements of the most successful and influential advisors in the wealth management industry.

Over the past two years, Maureen has had the honor to serve on the Wells Fargo Advisors Financial Network (WFAFN) Licensee Advisory Board.  This board meets once a quarter with the President of WFAFN and executive management to provide feedback about the business owner and advisor experience and satisfaction.

For the 5th consecutive year, Wells Fargo Advisors Financial Network has designated Maureen as a member of the firm’s Premier Advisor Program.  This distinction reflects McPeek’s achievement of professional success by meeting or exceeding WFAFN’s high standards of practice management, continuing education and professionalism.  Maureen’s “client first” approach to wealth management will continue to be a primary focus for her practice as she leads her team through the constant changes in the industry.

Maureen graduated from Glenbrook South High School and went on to earn 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 is an avid golfer and an active member at the North Shore Country Club.  She resides in Glenview with her husband Mike.  Her two children, Michael & Colleen, currently attend Pennsylvania State University.  Maureen is a member of the Glenview Optimist Foundation and helps bring out the best in our youth through supporting several community organizations.

 

*The rankings are based on data provided by thousands of advisors.  Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention. 

Robert W. Bertog, Jr. 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.  He also has his life, health, disability and long term care insurance license.     

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.

Robert is an active member of the Glenview Chamber of Commerce.  He is also on the Junior Leadership Board for the Chicago Arts Partnership in Education.  Some of his hobbies include traveling and following Chicago sports.

Stephanie Bonillo is a Senior Financial Analyst at Lynch McPeek Wealth Management.  Prior to joining Lynch McPeek Wealth Management, Stephanie served as a Relationship Manager and Consulting Group Analyst for nine years at one of the nation’s largest wealth management firms.  Her role on the team focuses on retirement and income planning.

Stephanie graduated from St. Scholastica Academy in Chicago and went on to earn her Bachelor of Science degree in Finance and Marketing from DePaul University in 2004.  

Stephanie lives in Chicago and enjoys traveling, spending time with her family and friends and live music.

Tanya Pomeranets is a Client Service Associate 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. Most recently, Tanya obtained an Illinois Real Estate License and worked with clients to understand their goals and find them a home of their dreams.

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.