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
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Enjoy some of our latest resources
June 23, 2025
6 Mid-Year Planning Tips to Get Ahead of Capital Gains Taxes
As we hit the halfway mark of the year, it’s a good time to revisit your investment portfolio—not just to evaluate performance, but to plan ahead for capital gains taxes. Here are six mid-year strategies to help you stay ahead of capital gains taxes.
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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.
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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.
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