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.
What’s it like to become a Focus client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
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June 12, 2025
Monthly Investment Commentary: June 2025
After a sharp decline in April, U.S. equities snapped back in May with robust returns across most asset classes. For many investors, the pain was softened by portfolios that did not look like the benchmark. With markets back up near their all-time highs, now is a good time to reflect on the risks we are taking, and which ones truly matter.
Read the article -
June 09, 2025
5 Reasons to Review Your Variable Universal Life Policy Every Year
Many first-time buyers don’t realize how complex managing a VUL policy is until years after purchase. The good news is that there are steps you can take to help prevent surprises. Find out why reviewing your policy each year can make a difference.
Read the article -
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