Broker Check

Team

 

Karen L. DeRose, CFP®, CRPC®

President and Managing Partner

773-867-3631

773-867-3630

"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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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....

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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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Michela M. Shipinski

Practice Manager Assistant

773-867-3627

773-867-3630

“I believe there is tremendous value to being committed and dedicated to whatever you do. I value our clients and am dedicated and committed to giving them the best service possible.” Michela has over 15 years of banking...

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Katie K. Westphal

Financial Planning Assistant

773-867-3683

773-867-3630

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

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Nicholas C. DeRose

Senior Financial Planning Coordinator

773-380-8534

773-867-3630

"I aspire to guide clients to reach new heights in their lives – take that bucket list trip, create career opportunities for their children, retire early and maximize time with loved ones. I believe that begins by improving and...

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NinaMaria D. Byrd

Financial Planning Coordinator

773-867-3627

773-867-3630

“Everyone has goals that they want to be able to achieve for themselves or those closest to them whether it is funding their children’s education, growing their wealth, retiring when they want to, or having the ability to...

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