Christian Dill, CFA®, CFP®

Wealth Management Advisor

My Team

Chris Dill takes customer service very seriously. So does his staff. Together, they are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let them know. They will respond promptly.

 

Jeremy Steven Goulet

Associate Wealth Management Advisor
Office 312-641-8900

Jeremy studied at Keene State College in New Hampshire where he earned his B.A. in Economics with a minor in Management.  He is pursuing the CFA Charter and passed the level lll exam in 2018.  Jeremy enjoys reading about economic theory and watching documentaries about the history of finance. 

Contact Jeremy for:

  • General Operations (Account related questions and information)
  • Asset Transfers
  • Client Onboarding (Account Opening)
  • General Inquiries
 

Melanie N Rose

Associate Financial Representative
Office 312-641-8900

Melanie attended The University of Arizona, where she graduated with a B.S. in Psychology. She gained experience while working in a private resort community in Big Sky, Montana. Melanie’s education and experience have made her an extremely valuable addition to our team since 2010.

Contact Melanie for:

  • Questions about Chris’ schedule or to make an appointment
  • Insurance related inquiries

     

 

Pat N Neykov

Associate Wealth Management Advisor
Office 312-641-8900

Pat earned his B.S. in Finance from UIC with a concentration in investment management. Pat enjoys reading industry publications and staying on top of market developments. He is also deeply interested in financial history and has devoted considerable time to learning about the history of financial markets.  Pat is a licensed and registered representative, and a CFA charterholder. 

Contact Pat for:

  • Trade Executions
  • Investment and Portfolio related questions

 

 
 

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