Meet The Team
The team behind Wealth Planning Network is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Michael Jankowski President & CEO
Michael Jankowski is dedicated to providing each client with sound and conservative financial solutions. He and his team work tirelessly to create financial and estate plans tailored to help meet each customer’s diverse needs.
After serving as an executive for both Merrill Lynch and Heritage Bank, Michael wanted to use his big-business experience to help individuals and families find financial freedom. So, in 2001, he founded Wealth Planning Network, a premier wealth management and estate planning firm dedicated to creating only high-quality client-focused financial plans, with special emphasis on serving the needs of physicians, business owners and corporate executives. Since establishing Wealth Planning Network, Michael has worked with hundreds of clients around the Chicago area to help them achieve their financial goals.
Michael has passed the Series 65 securities exam and holds insurance licenses in Illinois, Alabama, Arizona, Colorado, Maryland, New York and Oregon. He also has a bachelor’s degree in finance from Aurora University.
For the seventh year in a row, Medical Economics Magazine named Michael as one of the best advisors for doctors.* He was also honored by Chicago Magazine for the eighth consecutive year as a Five Star Wealth Manager.** Additionally, Michael is a member of the National Ethics Bureau and has an A+ rating from the Better Business Bureau.
In his free time, Michael enjoys hiking, biking, downhill snow skiing, reading and spending time with his four daughters.
* The standards for this paid listing are based on but not limited to good standing with the Financial Industry Regulatory Authority and the U.S. Securities and Exchange Commission.
Shaun R. Williams, CFP® Director of Wealth Management, Private Wealth Advisor
Shaun has been a financial advisor for the past five years. He had graduated from Indiana University in 2014 with a Bachelor of Science in finance and economics. Shortly after he graduated from IU, he continued his financial education by obtaining his CERTIFIED FINANCIAL PLANNERTM professional designation from Northwestern University. Shaun has passed the Series 7 and 66 securities exams and holds an Illinois insurance license.
Shaun is experienced in providing comprehensive wealth management to high net worth individuals, family offices and foundations. He started his financial career at Charles Schwab as a financial consultant partner in Washington, D.C., after he completed his internship at First Colonial Group in New York. Shaun joined Wealth Planning Network as a financial advisor in 2018. He works closely with Michael in creating advanced financial, estate, insurance and investment plans for Wealth Planning Network's HNW clients.
When Shaun is not busy at the office, he likes to mountain bike and ski with friends in Colorado and spend time with his family in Indiana.
Angela M. Watkins Director of Client Services
Lauren C. Jankowski Director of Client Operations
Kimberly M. Valentino Client Services Specialist
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.