Investment Team

Joel L. Hochman, CFP®

847-559-0180

A CERTIFIED FINANCIAL PLANNER ™ professional, Joel Hochman has been involved in financial planning since 1983. Since that time he has been assisting clients with their financial services and wealth management needs.  Joel has...

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Philip J. Cole, CFP®

847-559-0180

A CERTIFIED FINANCIAL PLANNER ™ professional, Phil Cole has been involved in financial planning since 2001. After graduating from The University of Illinois at Chicago, Phil began his career as a Floor Trader at the Chicago...

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Michael J. Williams, CFP®, CFA

847-559-0180

A CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst (CFA), Mike has been involved in financial planning for over 17 years. After graduating from Miami University, Mike began his career at Merrill Lynch in...

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