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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Mark Pietsch

Mark Pietsch

President, Registered Principal & Financial Advisor

224-436-3365

Colin Aubin

Colin Aubin

Life Brokerage Manager and Registered Representative

708-670-0593

847-597-2401

Henry Chen

Henry Chen

Managing Director and Financial Representative

630-390-8188

847-597-2401

Judy Kapper

Judy Kapper

Sales Support, Illustrations, Broker Contracting, POS

847-597-2431

847-736-6300

Sue Mysiewicz

Sue Mysiewicz

Agency Administrator

847-597-2400

847-597-2401

Alison McClaren

Alison McClaren

New Business Administrator

847-597-2430

847-597-2401