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
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
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Enjoy some of our latest resources
July 21, 2025
Quarterly Outlook: Uncertain Trade Policy Weighs on Growth
Despite signs of resilience, the U.S. economy continues to face headwinds as uncertainty around trade policy weighs on growth. Our Quarterly Outlook explores what’s ahead for markets and the economy for the remainder of 2025.
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July 15, 2025
Quarterly Investment Commentary: July 2025
After a shaky start to the second quarter—fueled by tariffs, weak consumer confidence, and volatility—markets ended notably higher. The quarter reinforced a familiar theme: political shocks make for good headlines but rarely shift market direction over the long run.
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July 09, 2025
One Big Beautiful Bill: A Summary for Tax Planning
The recently passed tax and spending package includes several notable changes that could have significant tax implications for your financial plan. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying the same, what’s changing, and what’s completely new.
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