Chicago - North Wacker
Proudly Serving Chicago
Chicago - North Wacker
123 N Wacker Dr
Suite 1100
Chicago, IL 60606


Your Chicago Team
John Adamczyk
CFA®
Senior Portfolio Manager
Roger Albrecht
CFA®
Principal, Senior Portfolio Manager
Mary Arndt
Client Service Manager
Lawrence Brottman
CPA, CFP®
Senior Wealth Advisor
Gavin Brown
Portfolio Associate
Erik Kratz
CFA®, CAIA®
Principal, Senior Portfolio Manager
Keidra Jensen
Client Service Manager
Robert Ochenkowsi
CFA®
Wealth Advisor
Mark Sagen
CFA®, AWMA®
Senior Wealth Advisor
Arthur Urban
CFA®, CFP®
Senior Portfolio Manager
Ryan Hougardy
Manager, Investment Operations
Irene Wong
Director, Client Service
Check out some of our latest resources.
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 articleJune 09, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance, explores correction and recession indicators, and shares his thoughts on the recent increase in initial public offering activity and what it could mean for markets.
Listen to the podcastJune 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