Deerfield
Proudly Serving Illinois Families
Deerfield
500 Lake Cook Rd
Suite 205
Deerfield, IL 60015
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Your Deerfield Team
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Tad Gray
CFP®, CIMA®, CAP
Wealth Advisor
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Joli Fridman
CFP®, CPA, PFS
Wealth Advisor
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Elaine Eakes
Associate Wealth Advisor
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Sara Cooke
CFP®
Wealth Advisor
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Clayton Foster
CFP®
Associate Wealth Advisor
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Kristi Tidwell
CFP®, CDFA®
Associate Wealth Advisor
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Leigh Capelli
CFP®
Associate Wealth Advisor
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Gail Scully
CFA®
Portfolio Manager
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Phyllis Baker
Client Relationship Specialist
Dig even deeper.
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Enjoy some of our latest resources
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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.
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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 -
April 30, 2025
Market Perspectives: Q1 2025
What factors influenced the markets in the first quarter of 2025 and how could these developments impact investors?
Read the article