Broker Check
Login

Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

Robert Johnson III, CFP®, ChFC®, CLU®, CDFA®, MBA

Robert Johnson III, CFP®, ChFC®, CLU®, CDFA®, MBA

Founder & Managing Partner

(630) 575-5045

(866) 203-3368

Robert Johnson CFP®, ChFC®, CLU®

Robert Johnson, CFP®, ChFC®, CLU®

CERTIFIED FINANCIAL PLANNER™ professional

(630) 575-5014

Daniel Liebers

Daniel Liebers

Retirement Benefits Specialist - Tax Sheltered Plans

(847) 607-8517

(847) 737-8171

Henry Swan, ChFC®, CLU®

Henry Swan, ChFC®, CLU®

Financial Consultant

(630) 575-5003

John C. Anderson, CFP®

John C. Anderson, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

(630) 575-5021

(630) 954-4097

Khomeini M. Khan CFP®, CEP®, REBC®

Khomeini M. Khan CFP®, CEP®, REBC®

CERTIFIED FINANCIAL PLANNER™ professional

(630) 575-5046

(630) 300-3431

William Fitzgerald

William Fitzgerald

Financial Consultant

(630) 575-5052

L. Mick Bishop

L. Mick Bishop

Financial Consultant

(630) 954-3355

Jeanine Rodriguez

Jeanine Rodriguez

Executive Assistant to Robert Johnson III

(630) 382-5596

(630) 954-4097

Kelley Palmer

Kelley Palmer

Client Services Representative to Daniel Liebers

(224) 554-8054

(847) 236-4123

Joanna Tavizon

Joanna Tavizon

Operations Manager – John Anderson, Mickey Bishop, Khomeini Khan

(630) 382-5591