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Financial Partners
Bert Rosenberg
Manning, Silverman & Company, CPAsJim Floyd
Jim Floyd - Merrill Lynch Wealth Management, Sr. Financial AdvisorAs a Merrill Lynch financial advisor, I offer advice and guidance based on your goals and priorities– for yourself and your family. I believe my we...Laurie Kaplan
Michael, Silver and CompanyJason Nelson
U.S. Bank, Mortgage Loan Originator, NMLS ID 495607I am a mortgage loan officer that specializes in first time home buyers, vacant lots, and construction loans. I have been in this industry for 20 ...Mary Conway
Mary Conway, Baird & Warner, Realtor"Why do you want to be a Realtor?" This is a question that many people asked me when I made the career change after years of being an accounting p...Lee Perres
Law Office of Lee Scott Perres, P.C. , Principal AttorneyHaving accumulated nearly 40 years of legal experience, Lee Perres, decided to open his own firm, Lee Scott Perres, PC, in January 2019. Primaril...Vibha Chawla
FocalPoint Business Coaching of Lincolnshire, IL, Business and Executive CoachVibha Chawla is a Certified FocalPoint Business and Executive Coach. She works with business owners (Psychotherapists, Dentists, Chiropractors, e...Michael Goldstein
Savant Wealth Management, Financial AdvisorI have been involved in the financial services industry since 2001. Prior to joining Savant, he spent 11 years as owner of Addison Clark Wealth M...Bert Rosenberg
Manning, Silverman & Company, CPAs
Jim Floyd
Jim Floyd - Merrill Lynch Wealth Management, Sr. Financial Advisor
As a Merrill Lynch financial advisor, I offer advice and guidance based on your goals and priorities– for yourself and your family.
I believe my wealth management philosophy is different, because I place the investor at the center of my focus.
Using an understanding of your life as a foundation, I will recommend appropriate financial strategies designed to help you pursue your goals, assist you as we track progress toward them and work with you to adjust our strategy over time as needed.Laurie Kaplan
Michael, Silver and Company
Marc J. Blumenthal
Law Offices of Marc J. Blumenthal, Ltd., President
Jason Nelson
U.S. Bank, Mortgage Loan Originator, NMLS ID 495607
I am a mortgage loan officer that specializes in first time home buyers, vacant lots, and construction loans. I have been in this industry for 20 years and love every day of it!
Mary Conway
Mary Conway, Baird & Warner, Realtor
"Why do you want to be a Realtor?" This is a question that many people asked me when I made the career change after years of being an accounting professional. The answer is simple - I want to make a difference by helping others with one of the most important events of their lives. Years ago my husband & I decided to move our young family from Chicago to the Barrington area. Although we weren’t first time home buyers, having purchased our first home in the city, we were nervous about the process of coordinating the sale of our current home with the purchase of a new one. Adding to our stress was the thought of moving to an area that was somewhat unfamiliar to us. We were fortunate enough to contact a real estate agent at the Baird & Warner office in Barrington . We walked away from our initial meeting knowing that we were in good hands. Our agent really took the time to listen, not only to the wish list for our new home but also to our apprehension about making the move. She sh
Lee Perres
Law Office of Lee Scott Perres, P.C. , Principal Attorney
Having accumulated nearly 40 years of legal experience, Lee Perres, decided to open his own firm, Lee Scott Perres, PC, in January 2019. Primarily concentrating in residential and commercial real estate transactions and foreclosures, title and boundary dispute litigation. Lee has an office in the heart of Chicago, however, as a resident of Lincolnshire, Lee is eager to help members of the local community and has appointments locally by appointment. During the Pandemic, Lee has remained open and able to serve his clients virtually.
Roy Mason
Edward Jones - Roy Mason, Financial Advisor, Financial Advisor
Violeta Flemenbaum
Great Lakes Credit Union, Housing & Financial Counselor
Vibha Chawla
FocalPoint Business Coaching of Lincolnshire, IL, Business and Executive Coach
Vibha Chawla is a Certified FocalPoint Business and Executive Coach. She works with business owners (Psychotherapists, Dentists, Chiropractors, etc.) and executives to conduct financial assessments, operational performance improvements, and business coaching.
Vibha is an expert in leadership, financial management, operations, and business development. She has 18+ years of Process Simplification and Operational Performance Improvement experience in highly complex environments leading to minimal waste, fewer delays, and better customer satisfaction.
Michael Goldstein
Savant Wealth Management, Financial Advisor
I have been involved in the financial services industry since 2001. Prior to joining Savant, he spent 11 years as owner of Addison Clark Wealth Management, LLC. Before that, he was a financial consultant for Charles Schwab and a financial advisor for Morgan Stanley.
I earned a bachelor of arts degree in social science from Florida Atlantic University. He is an Accredited Asset Management Specialist. (AAMS®).
I currently reside in Vernon Hills, IL with his wife Michelle and their twin daughters. He is also the dad of two older daughters. In his spare time, he loves traveling, flying planes, fishing, baseball, and anything outdoors.
Eric Goldstein
Homz Mortgage LLC, Managing Partner
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