Matthew O’Malley, CFP®, CIMA®

Matt works closely with advisors and clients to ensure every client has a financial plan that delivers on their unique goals and circumstances. By listening closely to his clients, he is able to create and execute on recommendations that allow them to retire comfortably and leave their desired legacy. Prior to joining the team, Matt gained valuable experience at several wealth management firms in the Chicago area. Matt earned a bachelor’s degree in policy analysis from Indiana University and holds the CERTIFIED FINANCIAL PLANNER™ designation. He currently resides in Chicago with his wife and two dogs and is a lifelong…
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Tony Cruz, CAIA®

As an advisor, Tony works closely with clients leveraging his background in portfolio management and investments to help develop and execute strategies designed to meet the long-term financial goals of clients. Tony began his career in finance and investments in the U.S. Institutional Equities division of Goldman Sachs, before spending over 16 years in other various industry roles. He holds a bachelor’s degree in finance from the University of Minnesota – Carlson School of Management, an MBA in finance from Northwestern University – Kellogg School of Management, along with a Chartered Alternative Investment Analyst® designation. Previous Experience Vice President, Asset…
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