Certified Financial Planners™

• Our wealth management advisors are CERTIFIED FINANCIAL PLANNER professionals. CFP® is a well respected designation in the industry that is held by a select few which recognizes the completion of a rigorous educational curriculum and examination, experience and an ethical pledge.

Our wealth management advisors have also earned the Accredited Investment Fiduciary® (AIF®) designation. AIF designees demonstrate a thorough understanding of prudent practices for investment advisors and stewards, with a special emphasis on employee benefit plans. The designation recognizes a focus on all of the components of a comprehensive investment process, related fiduciary standards of care, and commitment to excellence. By following a structured process, the fiduciary can be confident that critical components of an investment strategy are being properly implemented.

Kevin Noonan
Mr. Noonan earned his Bachelor’s Degree in Finance from Loras College. He is on the board of the Family Health Partnership Clinic, and a member of the Leadership Greater McHenry County alumni committee.  He spent eight years as an options trader at the Chicago Board of Trade and a number of years in the wealth management area of a large Chicago bank.

Tom Quinn

Mr. Quinn is a graduate of the University of Iowa and the John Marshall Law School in Chicago where he received his law degree.  He is a licensed attorney and a member of the Illinois, Florida and McHenry County Bar Associations.  He is president of the Board of Directors for Options & Advocacy of McHenry County, a member of the MCC FoundationBoard of Trustees, and an alumnus of Leadership of Greater McHenry County.  He practiced law for six years and worked for six years in trust, investments and high net worth planning for a large national bank.  

Your Advisor:

• Knows you, your personal goals and objectives

• Will work with you to review your entire financial portfolio including investments, insurance, tax planning and retirement

• Is close to home and easily accessible

• Welcomes the opportunity to visit with you personally

• Will openly disclose and discuss charges and fees

• Has access to best of class money managers

• Is committed to our core value of confidentiality

• Conducts our wealth management advisory business with personal attention, integrity and professionalism