Who We Work With
Home
Our Services
Our Services
About Us
About Us
Resources
Resources
Contact Us
Contact Us
Client Login
Equitable
eMoney Portal
eMoney Portal
About Us
Brad Steinback, CFP®, CPA
Partner
Email Me
Northbrook, IL
Phone
847-558-6117
Wendy Baum, CPA, JD, CDFA®
Partner
Email Me
Northbrook, IL
Phone
847-558-6115
Anthony Mariani, AIF®, CPFA
Partner
Email Me
Northbrook, IL
Phone
847-558-6112
Brian Fisher, CDFA®
Financial Strategist
Email Me
Northbrook, IL
Phone
847-565-6124
BJ Karman, CPFA, NQPA™
Financial Professional
Email Me
Northbrook, IL
Phone
847-558-6123
Eleni Patel, CPA
Financial Professional
Email Me
Northbrook, IL
Phone
847-558-6119
Chris Schneider
Financial Strategist
Email Me
Northbrook, IL
Phone
847-558-6121
Stacey Woehrle, CPA
Financial Professional
Email Me
Northbrook, IL
Phone
847-558-6120
Pamela Meyer
Executive Assistant
Email Me
Northbrook, IL
Phone
847-558-6118
Ashlie Dallas
Executive Assistant
Email Me
Northbrook, IL
Phone
847-558-6122
Kristy Ihle
Executive Assistant to Wendy S. Baum
Email Me
Northbrook, IL
Nate Marchen
Financial Planning & Data Analyst
Email Me
Northbrook, IL
Phone
224-904-3489
Janet Saunderson
Client Relations, Retirement Plans
Email Me
Northbrook, IL
Phone
847-558-6114
Talita Skopis
Onboarding Manager
Email Me
Northbrook, IL
Phone
224-415-3505
Matthew Smart
Financial Professional
Email Me
Northbrook, IL
Phone
224-904-3491
Sandy Udoni
Executive Assistant
Email Me
Northbrook, IL
Phone
847-558-6116
×
Check the background of this investment professional
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck