Our Team

You may check the background of our Firm and Investment Professionals on FINRA’s BrokerCheck.

Richard F. Karger

Managing Director

(312) 983-8950

Bart R. Bonga

Managing Director

(312) 983-8914

James A. Franke, CFA

Managing Director

(312) 983-8952

Luke J. Novak, JD

Managing Director

(312) 983-8975

Joel E. Solomon

Managing Director

(312) 983-8976

Stephen Bâby

Managing Director

(312) 983-8960

Lori Bourke

Portfolio System Administrator

(312) 983-8937

Bill Brown

Vice President

(312) 983-8902

Charles N. Callahan

Vice President

(312) 983-8999

Cherie Chin

Portfolio Administrator

to Richard Karger & James Franke

(312) 983-8905

David Dickman

Vice President

(312) 983-8945

Peter Duong

Senior Trader

(312) 983-8940

Nancy Filishio

Executive Assistant

to Joel & Ladd Solomon

(312) 983-8992

Christian P. Geringer, CFP®

Managing Director

(312) 983-8904

Paul E. Geringer

Managing Director

(312) 983-8916

Daniel P. Hord, CFA

Managing Director

(312) 983-8979

Samuel P. Hord

Vice President

(312) 983-8991

Andy Janes, CFA

Vice President

(312) 983-8986

Peter C. Jarrett, CFA

Vice President

(312) 983-8938

Suzanne Jessup

Executive Assistant

to Christian & Paul Geringer

(312) 983-8982

Eric Kolkey

Business Development

(312) 983-8915

Kerri Langland-Wood, MBA

Operations Manager

(312) 983-8955

Jacki Mejdrich

Executive Assistant

to Bart Bonga

(312) 983-8901

Lori Bozich-Mendoza

Portfolio Administrator

to Richard Karger & James Franke

(312) 983-8920

Justin Monaco

Vice President

(312) 983-8910

Nicholas Rubnitz, CFP®, CEPA®

Vice President

(312) 983-8987

Shea Rush

Vice President

(312) 983-8948

Chadwick J. Schlett, CFA

Vice President

(312) 983-8932

Audrey Shewchuck

Executive Assistant

to Luke Novak

(312) 983-8974

Scott Sindelar

Vice President

(312) 983-8980

Ladd E. Solomon, CFP®

Managing Director

(312) 983-8989

Mary Waksmundzki

Controller

(312) 983-8957

Steve Wang

Registered Representative/Trading

(312) 983-8924

Roger C. Weissenberg, CFA

Vice President

(312) 983-8921

Patrick Wilson

Executive Client Specialist

(312) 983-8909

Join Our Team

We offer a unique partnership model to our advisors, full benefits, and the opportunity of equity ownership

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