"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...

“I grew up in this business, and I have a truly great mentor who has taught me the value of financial planning. I now have the ability to see that value translated to the faces of our clients.” Anthony, an Associate Planner...

“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...

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...

Mike was born and raised in the northwest suburbs of Chicago in Rolling Meadows, IL. After graduating high school, he pursued his Bachelors of Science at Loyola University Chicago and graduated magna cum laude. While in college, he...

Matt has recently joined DeRose FPG, bringing ten years of experience in operations management, sales and athletic training. He will be receiving his Bachelors of Applied Arts and Sciences from Texas State University with emphasis in...

"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...

As Marketing Coordinator, Lauren writes, proofreads, and publishes all website and client-facing materials. She has a wide range of experience with both customer service and marketing. Lauren is passionate about the written word, and...

“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...

As our Financial Planner Assistant, Jen works hard to coordinate client appointments and prepare Financial Review presentations for client meetings. 

With more than 30 years as a planner in private practice, Dianna’s expertise includesa broad knowledge of complex business exit/succession planning, estate planning, andretirement planning concepts. She spends most of her time...

Emily graduated from the University of Missouri with a bachelor’s in business administration with an emphasis in Finance. She holds her SIE, 63 and 7 licenses. Emily is passionate about financial planning and helping our clients...

Sarah has joined our team as a Planning Coordinator, and we are so happy to have her! She graduated with a business degree from the University of Maine and has multiple years of customer and client care under her belt. Sarah looks...