About Us

Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.

Meet Our Team

Robert Siracusano

Senior Financial Advisor
Branch Manager

Phone: 630.544.3434

Many describe Rob Siracusano as one of the hardest working financial professionals in the country. His tireless hours spent meeting with clients and his overall devotion to the satisfaction of his clients has been the secret of his success since the mid-1990’s. Rob attributes this discipline and work ethic to his more than 10 years competing at the world level in Pre-Olympic athletics. His athletic preparation has proven to be one of the best precursors imaginable to servicing and maintaining a very successful financial services business. His greatest quality as a financial advisor is how he can educate clients and make some of the most difficult economic principals and topics understandable to everyone.

CA Insurance License Number #0F09177, Resident IL

Charles Sleezer

Senior Financial Advisor

Phone: 630.544.3434

Charlie anchors our team’s investment strategy of discipline, value, and research. He is known as the team’s “eyes on the screen.” Charlie is typically in the office and available to answer client questions as they arise. He developed an interest in the financial markets at a young age and in his teens earned the nickname “Alex P. Keaton”, reflecting the television character’s strong and often comical focus on finances. He holds a bachelor’s degree in finance from the University of Illinois’ College of Commerce and Business Administration at Champaign-Urbana. He has over two decades of investment experience and is one of the founding members of our practice in 2003.

CA Insurance License Number #0F58056, Resident IL

Louis Siracusano

Financial Advisor

Phone: 630.544.3434

Before joining our team, Lou Siracusano was a practicing attorney for over 30 years serving the greater New York area. Although he no longer currently offers these services, since becoming part of our team in 2006, he has proven instrumental in the link between the legal world and the financial services world. By working closely with attorneys, Lou has been very successful at directing the next step for plaintiffs and their families in developing the path towards financial recovery.

CA Insurance License Number #0L26428, Resident FL.

Giavanna Potenzano

Operations Manager

Phone: 630.544.3434

For over two decades, Giavanna has developed a level of customer service for our team that is second to none in the financial services industry. She heads up her team of associates and consistently provides a service model for successful follow-up and on-the-spot client solutions that have resulted in tremendous customer retention and satisfaction that is vital to helping you achieve your long-term financial goals.

Mandi Kitt

Client Services Director

Phone: 630.544.3434

For the past 10 years, Mandi has worked her way from Administrative Assistant to Client Services Director through a detailed approach to ensuring every client need is proactively and reactively handled with the utmost speed and accuracy. Her commitment to each client has added a new layer of service to our already talented and dedicated team.

Sarah Meyer

Client Service Associate

Phone: 630.544.3434

Sarah is a motivated administrative professional who thrives in our dynamic environment. Her knowledge of policy and procedures makes her the go-to person in the office for questions or concerns as well as both simple and complex client needs.

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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