Meet the Team
At our firm, we have the client—and only the client—in mind.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Todd Balber, CFP®
CERTIFIED FINANCIAL PLANNERâ„¢ and Partner
847-454-0328
Gary T. Richards, CFP®
CERTIFIED FINANCIAL PLANNERâ„¢ and Partner
847-454-0328
Gary started in the financial services industry in 1994 with a commitment to help people better prepare their personal finances and plan for retirement. Gary has a BA in Business with a concentration in Economics. In 2001 Gary obtained...
Mary Lynn Jackson
Executive Assistant and Client Services Specialist

Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.