My Team
It's important to know what to expect when working with a wealth management advisor. But it's even more important to know that your financial planning and legacy will continue with your children's planning experience. That's why we have built an infrastructure that assures we will provide the same guidance and trust for generations to come.
We go the extra mile to provide superior client service - and we look forward to partnering with you.
Deborah A Tazelaar
Deborah oversees office operations. She also services our insurance and investment clients with things such as scheduling appointments, account processing, provides general account information & guidance, and oversight of account management.
She has over ten years of experience in financial services, operations management and client support. She is series 6, 7, & 63 registered. She is passionate about the business and dedicated to our clients and builds long-lasting relationships with them.
Deborah enjoys residing in Arlington Heights with her husband and two daughters.
Emily Berkshire
Emily is responsible for client administration, marketing support, and relationship management for the team.
She uses her nine years of experience in marketing and financial services to help shape the team's approach toward client acquisition & engagement. She is passionate about shaping & influencing the team's infrastructure to best support and service clients.
Emily resides in Lombard with her husband and daughter. In her free time she enjoys cooking, traveling and spending time with her family and friends.
Andrew Zachary Schwarz
Andrew is responsible for 401(k) plan sponsor administration & support.
He holds a bachelor of science in math with a minor in finance from Western Illinois University. Andrew has a few years of experience in financial services and client support. His favorite part of working with clients is educating 401(k) plan participants about all of the features of this benefit and watching their excitement and gratitude grow as they realize the value.
Andrew is a Wrigleyville resident who enjoys working out, playing sports, and spending time with his family and friends.
Terra Ann Jahns
Terra is focused on establishing new client relationships, as well as servicing and supporting our existing relationships. In addition, Terra dedicates her specialties to our team’s internal organization for day-to-day operations.
She has over 15 years of experience in the financial industry and is series 6, 63, & 65 licensed. Terra enjoys developing relationships with clients and assisting in creating their financial plan that is tailored to their goals.
Terra resides in Rolling Meadows with her husband. She has three children in college and enjoys spending time with them when home or visiting them at school. She also enjoys playing tennis and being active.
Ryan T Matusik, MBA
Ryan's responsibilities include individual client investment portfolio construction and implementation. Ryan assists in helping clients structure their financial plan to help them work towards financial freedom.
He is FINRA Series 7 & 63 securities licensed, which is vital to the service he provides to our client base.
Ryan, his wife, Deanna and daughter, Alexa live in Naperville. In his spare time, he enjoys physical fitness, reading and spending time with his family.