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 […]
Shaun has been a financial advisor for the past 5 years. He graduated from Indiana University in 2014 with a Bachelors of Science in Finance & Economics. Shortly after graduating from Indiana University, he continued his financial education by earning his Certified Financial Planner™ designation from Northwestern University. Shaun also maintains a FINRA Series 7 […]
Angela Watkins joined Wealth Planning Network in 2001. Angela enjoys being introduced to each client as they are initiating their process and beginning their journey with Wealth Planning Network. She reaches out to prospective clients to ensure they have received the necessary information to warrant an easy understanding of what to expect during their wealth […]
Lauren has been with the Wealth Planning Network team since 2014. She is responsible for the marketing, communication and business development efforts of the firm. Lauren is also the lead contributor of all financial educational white papers, articles, and web content that Wealth Planning Network provides to local and national media outlets. Lauren provides Wealth […]
Brigette is responsible for providing unparalleled customer service to clients as well as supporting colleagues with various administrative tasks. She is also in charge of managing all social media platforms where she engages our audience by sharing relevant, useful financial content. Currently, Brigette attends Northwestern University and is a candidate for the Certified Financial Planner® […]