Jul 07 2022
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Rachel Clore

As a Client Service Associate, Rachel supports the advisory team in our Chicago, IL office, serving as a point of contact for client relationships and managing ongoing client requests. She joined the team from her role as a client services manager at Scott Tucker Solutions, Inc., also bringing seven years of experience as a legal assistant, medical records coordinator, and administrative assistant. Outside of work, Rachel resides in Elgin, IL, where she enjoys sewing, reading, and spending time with her family. Previous Experience Client Services Manager at Scott Tucker Solutions, Inc. Legal Assistant / Paralegal at Kent M. Lucaccioni, Ltd.…
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May 24 2022
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Dillon Gorham

Dillon Gorham

As an Advisor Associate, Dillon works closely with advisors to assist with the financial planning and investment management process, ensuring that each family’s plan is built around their unique goals and circumstances. Before joining the team, Dillon worked as a financial services professional at New York Life, where he established foundational industry knowledge and earned the FINRA Series 6 and 63 licenses. He also holds a bachelor's degree in Economics from Miami University. Originally from Northfield, IL, Dillon now resides in Chicago and enjoys skiing and golfing in his free time. Previous Experience Financial Services Professional at New York Life…
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Jan 24 2022
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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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