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MEET YOUR TEAM

As a Chicago-based firm, we embrace the spirit of the 1893 Chicago World’s Fair that pushed boundaries and took what was and made it better. In collaboration with you, our aim is to build enduring partnerships that can withstand the test of time, bridging gaps between various stages of life and generations.

PRIVATE WEALTH ADVISORS

Chad M. McQuade J.D., CLU®

Founder and Private Wealth Advisor

Chad S Lewis CFP®

Partner and Private Wealth Advisor

PRIVATE WEALTH SERVICE TEAM

Chrissy Brown

Client Service Coordinator

Hannah Thornton

Executive Assistant

Jimmy Eberhart

Client Service Coordinator

Ethan Baker CFP®

Financial Planning Analyst

Matthew H Beckley CFP®, CLU®, ChFC®

Director of Growth and Engagement