Instantly download this 10-page guide to discover: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
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 affluent families achieve their financial and estate planning goals. Through a combination of personalized attention, industry expertise, and the latest technology, Michael, and his team, along with Chicagoland’s premier attorneys and CPA’s, provide a complete financial and estate plan that is tailored to meet the unique goals of each client.
Michael specializes in asset protection, estate and income tax minimization, investment management, and charitable giving strategies to maximize his clients’ assets throughout their lives and to their heirs. Michael is dedicated to providing each client with sound and conservative financial solutions.
A native resident of the Chicagoland area, Michael currently resides in Burr Ridge and enjoys hiking, biking downhill 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
Angela M. Watkins Director of Client Services
Bio coming soon!
Lauren C. Jankowski Director of Client Operations
Lauren C. Jankowski Director of Client Operations
Lauren has been with the Wealth Planning Network team since 2014. She is responsible for the 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 Planning Network clients with an unsurpassed commitment to client satisfaction. Her primary goal is to provide a "same-day" response to answer any questions clients may have. In addition, she supports Michael in the preparation of client financial and investment plans.
She holds a Bachelor of Science in Business Administration from Aurora University and graduated with high honors in 2015. She is a licensed life, health and long-term care insurance agent. She began her CERTIFIED FINANCIAL PLANNERTM professional (CFP®) certification through Northwestern University in 2017. She has obtained her certificate of course completion and sat for the National Board exam in November 2018.
Kimberly M. Valentino Client Services Specialist
Kimberly M. Valentino Client Services Specialist
Kim has been with the Wealth Planning Network team since 2019. She brings 18+ years of insurance and securities experience. Kim holds an Illinois life and health insurance license as well as FINRA Series 6 and 63 registrations.
Kim’s excellent customer service experience and industry knowledge allow our clients to feel secure knowing that our firm is always looking out for their best interest. She helps the team provide additional personalized service to each of our clients. Kim spent the most recent part of her career working at a local Northwestern Mutual office.
Kim is a Chicagoland native but enjoys traveling as well as cooking, being outdoors and spending time with friends and family.
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