Chicago Financial Planning

Chicago, Illinois


Wealthspire Chicago

1 North Franklin Street, Suite 3330
Chicago, IL 60606
(312) 800-8229

Our Chicago Team

Jacob M. Even, J.D., LL.M (Tax)

Senior Vice President, Wealth Strategist – Tax Policy and Research

Mr. Even is a Senior Vice President and Wealth Strategist...

Mayra Salgado

Client Service Associate

Mayra is a client service associate for our advisory team...

Rachel Clore

Client Service Associate

As a Client Service Associate, Rachel supports the advisory team...

Dillon Gorham

Advisor Associate

As an Advisor Associate, Dillon works closely with advisors to...

Nick Walser

Associate, Investments

Nick Walser is an associate on the Investment Team and...

Tony Cruz, CAIA®

Senior Vice President

As an advisor, Tony works closely with clients leveraging his...