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Team

 
"My passion is listening to clients and translating their wants, needs and values into a plan that builds and preserves their wealth over their lifetime. This leads to a long-term relationship as we create the life they value and the...

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"Client service is what makes my job interesting. People will call with a question, a need or a concern. If I don't know the answer, I make it my mission to find out and respond to them as quickly as possible. It's a great feeling to...

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Caitlin M. BeLow, CFP©

Financial Planning Manager

773-867-3688

773-867-3630

"Financial planning has always been my passion. I have always been eager to apply my skills and knowledge from past schooling and experiences in the financial planning world. As a client-oriented employee, I feel it is extremely...

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“My goal is for each client to have the best experience possible”Pat joined DeRose Financial Planning Group in March of 2009 as a Financial Planning Assistant where he works with Nicole in the day to day affairs of the back office. Pat...

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Anthony, an Associate Planner with DeRose Financial Planning Group, strives to help his clients achieve success in their financial future by tailoring a financial plan that reflects each client’s individual goals and objectives. Prior...

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“It is a joy to work with such hardworking and dedicated people. Having the opportunity to make a contribution toward our clients’ financial futures is a very gratifying experience.” Katie is the Financial Planning...

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