Chicago - Lake Cook Road
Proudly Serving Illinois Families
Chicago - Lake Cook Road
500 Lake Cook Rd
Suite 205
Deerfield, IL 60015
-
Your Chicago Team
-
Tad Gray
CFP®, CIMA®, CAP
Wealth Advisor
-
Joli Fridman
CFP®, CPA, PFS
Wealth Advisor
-
Elaine Eakes
Associate Wealth Advisor
-
Sara Cooke
CFP®
Wealth Advisor
-
Clayton Foster
CFP®
Associate Wealth Advisor
-
Kristi Tidwell
CFP®, CDFA®
Associate Wealth Advisor
-
Sara Connelly
Advisory Team Associate
-
Debby Addari
Office Support Specialist
-
Leigh Capelli
CFP®
Associate Wealth Advisor
-
Gail Scully
CFA®
Portfolio Manager
-
Phyllis Baker
Client Relationship Specialist
Dig even deeper.
What’s it like to become a Focus client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
-
February 10, 2025
Monthly Investment Commentary: February 2025
When it comes to trends like AI, Focus Partners’ Jason Blackwell shares why the key for investors is to remain discerning, question conventional wisdom, and focus on fundamentals rather than fleeting headlines.
Read the article -
February 03, 2025
You Just Received an Inheritance. Now What?
Losing someone we love is heartbreaking, yet such a storm may also come with a silver lining in the form of an inheritance. This article looks at some ideas for individuals to consider after receiving an inheritance.
Read the article -
January 20, 2025
Reframing Retirement: Focus on Fulfillment
Finding fulfillment in retirement isn’t about simply passing time — it’s about designing a life filled with purpose and connection. Wealth Advisor Adam Yofan shares tips for planning your ideal lifestyle once you’re ready to make this life transition.
Read the article