9730 South Western Avenue
Since 1937, we've had a strong advisor-focused and client-centric culture that provides what we believe is our unique point of differentiation in a commoditized industry.
Nick LoPresti is your primary point of contact as you explore, ask questions, get acquainted with Waddell & Reed, and move toward an affiliation decision.
Enailah Bernita Shaw joined the financial industry with a sincere passion to share her vision of helping others pursue their financial goals. Having over 20 years in the financial industry, and over 17 years providing individual...
Visit my web site! An experienced financial advisor understands that every individual's economic situation is unique. I am dedicated to discerning what is important to you and building a financial plan – a written strategy that...
Visit my web site! William “Chip” Cartwright II has been a Financial Advisor at Waddell & Reed for six years and in the industry for 11, including time spent as a District Manager. He focuses on helping individuals and...
Chris has been a part of the TriWealth team since the summer of 2019. He helps guide individuals, families, and small business owners through the financial planning process by focusing on both long and short-term goals. Chris believes...
Christopher started at Waddell & Reed in 2006 and focuses on providing his clients investments, financial planning and investment advisory products and services. Christopher believes that a client and advisor relationship is a...
Why Chris James? Trust. Professional Advice. Passion for doing the right thing. Strong work ethic. These attributes are the foundation upon which Chris strives to build his Financial Advisory practice. Utilizing this skillset, Chris...
Area Sales Leader
Visit my web site! Financial Advisor Daniel Kayser brings over 10 years of experience in risk management and financial services for individuals and institutions to his work at Waddell & Reed. He focuses on building relationships with...
Visit my web site! Darwin graduated from Englewood High School in Chicago, Illinois and Morgan State University in Baltimore, Maryland, playing football at both schools. After graduating from Morgan State University, he entered the...
Dave Servatius joined Christopher Forbes’s team at Waddell & Reed in May 2013 as an Advisor Assistant and is now an Advisor Associate. His primary focus has been on establishing relationships, meeting and communicating with...
Deborah Chinnapillai is a Financial Advisor committed to assisting clients in pursuing their lifetime financial goals. With a primary goal of "clients come first", Deborah aids individuals in making critical financial decisions through...
Visit my web site! DeBorah Gant has over thirty years of experience in the financial planning industry, with 17 of those years in management with Waddell & Reed in Illinois. She is now a Financial Advisor with Waddell & Reed. She works...
Visit my web site! Ed Scheer has built his experience in financial planning and education during his ten+ years as an independent financial planner and his time at Waddell & Reed. Ed focuses on helping families – especially those...
Visit my web site! Started with Waddell & Reed in 1997 Attained his Certified Financial Planner™ certification Earned his Charter Mutual Fund Counselor™ (CMFC®) designation from the College of Financial Planning...
Eric Van Ness, CFP® has been helping clients pursue their financial goals as a Financial Advisor with Waddell & Reed, Inc. since 2004. Eric received his Bachelor of Arts from Albion College in Albion, Michigan where he graduated...
Branch Office Associate
Freda acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities,...
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Visit my web site! Jason Dobrzynski has been a Financial Advisor with Waddell & Reed since 1999. When working with individuals, he takes a holistic approach to financial planning that focuses on the person and not the money. He...
Joanne was employed in the field of education as a Teacher, then as a Social Worker, School Psychologist and School Administrator for a number of years before she became a Financial Advisor 25 years ago. Since then, she has been...
Lindsey has been with Waddell & Reed since 2009. She holds a bachelors degree in Finance from the University of Illinois at Urbana-Champaign. Lindsey is passionate about helping individuals and families improve their financial...
Visit my web site! Maralynn Kearney has been a Financial Advisor with Waddell & Reed since 2013. She strives to bring value to her clients by taking plenty of time to understand their life goals, and then helping to ensure that their...
Visit my web site! Michael J. McNally brings 20 years of experience in the industry to his clients at Waddell & Reed where he has been a Financial Advisor since 1997. He focuses on Financial Planning, Asset Management, and Risk...
Nick began his career as a financial advisor with Waddell & Reed in 1997 after graduating with a B.A. in business and economics from Hope College in Holland Michigan. In 2000 he accepted a position as a District Manager in Grand Rapids...
Pete Soltesz was a client of the DuPage County court system for over 2 years. Pete and his significant other, Kim, reside in Villa Park, Illinois, have four daughters, and enjoy beekeeping and horses.
Visit my web site! As a Financial Advisor, I take pride in providing you with the experience and commitment I think is necessary to help you navigate through the complexities of financial planning. As a CERTIFIED FINANCIAL...
Visit my web site! Ronald W. Barton has been with Waddell & Reed for four decades. In that time he has helped many clients better understand their financial options as they plan for the future. His forte is helping clients stay focused...
Tara acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities,...
Tess Zigo studied Finance and Accounting at Northern Illinois University and spent a decade working in Treasury management. Over that period, she developed a passion for personal finance and investing and wanted to help individuals and...
Visit my web site! Tom Morrissy has been with Waddell & Reed for over 29 years and has experienced both boom markets and bust markets. He believes that by working with a financial advisor, clients can maintain portfolios which help...
Market Administrative Assistant
My passion for helping others and building on valued relationships is what gives me joy in coming to work every day. As the Market Administrative Assistant for the Chicago Market, I strive to help others grow...
Visit my web site! Valerie began her career in 1995 at a privately owned financial planning firm in central Pennsylvania. This is where she learned that her passion lies with helping clients pursue their financial goals and objectives...