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Our Team

Joseph Hetland

Joseph Hetland CFP® Professional

Manager
Stephanie Andrade

Stephanie Andrade CPA® Candidate

Tax Senior Associate
Elena Rodriguez

Elena Rodriguez

Tax Senior Associate

Yamileth Moreno

Tax Senior Associate
Ndricim (Jimmy) Zervoj

Ndricim (Jimmy) Zervoj

Tax Senior Associate

Daniela Andrade

Tax Associate

Matt Bastien

Tax Associate

Liam Daly

Tax Associate

Braden Lenz

Tax Associate
Frank Miller

Frank Miller

Investment Associate
Sophia Sansano

Sophia Sansano

Tax Associate
Collin Wegener

Collin Wegener

Investment Associate

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Office

225 W Randolph Street
Suite 2425
Chicago, IL 60606

Contact Info

P | 312-255-5490 
F | 312-255-5495 
E | [email protected]

  

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

 

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