At the heart of Wealth Planning Network is a great team of people with a genuine passion for helping the people they serve. With over 65 years of combined experience in the industry, we’ve helped hundreds of valued clients and business owners throughout the community create sound financial strategies for the future.
A frequent seminar leader and lecturer, Michael specializes in working with physicians, business owners, and corporate executives. He is the President and CEO of Wealth Planning Network, Chicagoland’s premier wealth management and estate planning firm. Michael has been a financial advisor in the area for over 25 years and has successfully helped hundreds of high net worth clients achieve their financial goals. He lives locally […]
Angela Watkins is the Director of Client Services for Wealth Planning Network, LLC. Angela has extensive experience in trust funding and has been in the financial industry for the past 9 years. In addition to maintaining client accounts and overseeing a host of other daily operations, she also coordinates ongoing Wealth Planning Network educational events […]
Janet is Director of Client Services for Wealth Planning Network, LLC. She joined the company in October 2009 and is responsible for office management as well as ongoing daily administrative duties in the Westchester office. In this role, she works closely with relationship managers to provide comprehensive client service for both trusts and personal accounts. […]
As a Client Services Assistant, Lauren aids the Directors of Client Services with supporting client accounts, along with assisting in managing seminars and networking events. Lauren brings an unrivaled work ethic as well as strong customer service values. Lauren works closely with Angela and Janet to provide the utmost service to our clients. She started […]