Deerfield
Proudly Serving Illinois Families
Deerfield
500 Lake Cook Rd
Suite 205
Deerfield, IL 60015
Your Deerfield 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
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
May 27, 2025
Will vs. Trust: Which Best Protects Your Wealth and Legacy?
When it comes to securing your family’s future, both Last Wills and Testaments and Revocable Trusts offer unique advantages. But which one truly fits your needs?
Read the article
May 19, 2025
How a Financial Advisor Can Help During Market Volatility
Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural to feel uneasy watching portfolio values fluctuate, but moments like these also present opportunities. In our view, volatility can become a tool rather than a threat.
Read the article
May 12, 2025
Monthly Investment Commentary: May 2025
Global commerce is facing new challenges as trade tensions and international politics reshape the landscape. Where a company earns its revenue is becoming a major factor that sets it apart from the competition. In this article, Focus Partners’ Jason Blackwell explores these trends and the implications for investors.
Read the article