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. He earned his bachelor’s degree from Southern Illinois University in 1995, and in 2024, he earned his MBA from the Northwestern University Kellogg School of Management.

In 2024, Rob was also ranked on Forbes’ list of America's Top 250 Wealth Advisors, Forbes’ list of Best-In-State Wealth Advisors, and Barron’s list of America’s Top 1,200 Financial Advisors.



2024 Forbes America's Top 250 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). 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). 2024 Barron's Top 1,200 State By State Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023 (Source: Barrons.com). Award Disclosures

CA Insurance License Number #0F09177, Resident IL.

Charlie anchors our team’s investment philosophy 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 firm in 2003.

 

CA Insurance License Number #0F58056, Resident IL.

Before joining our team, Lou Siracusano was a practicing attorney for over 30 years serving the greater New York area (no longer practicing). 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.
Wells Fargo Advisors Financial Network is not a legal or tax advisor.

With over 25 years of experience, Giavanna has developed a level of customer service for our team that is second to none in the financial services industry. She consistently provides a service model for successful follow-up and on-the-spot client solutions that have resulted in exceptional customer retention and satisfaction that is vital to helping you achieve your long-term financial goals.

For over a decade, Mandi has worked her way from Administrative Assistant to Administrative Manager through a detailed approach to ensuring every client need is proactively and reactively handled with the utmost speed and accuracy. She earned her bachelor’s degree in Business Administration, and her commitment to each client adds an elevated layer of service to our already talented and dedicated team.

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.

Sara uses her experience in customer service to ensure that no client interaction falls through the cracks. Her ability to organize and multi-task enables her to successfully manage office calendars, process transactions, and assist with client requests via email and phone.