Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
David Strulowitz JD, LLM
Partner Wealth Management Advisor
847-512-0980
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)
Moira Lee, JD, LLM
Financial Adviser
847-512-0980
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...
Monika Ruzik-Klatka
Registered Administrative Assistant
847-512-0980
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...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.