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Our Team

Helping You Move Forward With Confidence

Our experienced team has the financial acumen and experience to guide you in your financial journey. We believe that we can serve you better by developing a detailed understanding not just of your financial goals and objectives, but also your values and aspirations. As we work together, we will offer personalized solutions to help build your comfortable financial future.

David Strulowitz JD, LLM

Partner Wealth Management Advisor

847-779-0687

847-512-0980

dstrulow@cornerllc.com

David’s background is as a tax attorney who has written and spoken extensively on financial, estate and tax planning including appearances on WGN radio’s Noon Business Hour (click photo to view full profile)

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Moira Lee, JD, LLM

Financial Adviser

847-779-0687

847-512-0980

moira@cornerllc.com

Moira is a financial adviser with Cornerstone Advisers, LLC. Her practice is focused on helping her diverse clientele navigate their distinct life situations while reaching their financial goals. Moira utilizes her background as a tax...

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Monika Ruzik-Klatka

Registered Administrative Assistant

847-779-0687

847-512-0980

monika@cornerllc.com

Monika has over 15 years of substantial financial services experience focused in areas of corporate banking operations, progressive sales roles and wealth management. These experiences have developed her skills and expanded the...

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Tiffany Joo

Administrative Assistant

847-779-0687

847-512-0980

Tiffany@cornerllc.com

Tiffany has experience in the financial services industry helping both individual and institutional clients with their investments through client services, wealth management, and investment analysis.  She earned a B.S. in Consumer...

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Our Services

Our services reflect your values and help build a versatile structure to support your financial journey.

Explore Our Services

Our Approach

We approach planning with a multi-generational perspective to assist you in building a solid financial foundation.

Our Approach

Contact Us

Contact us today to begin your confident journey toward financial independence.

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