Rebecca joined Nadler Financial Group, Inc. in 2011 and became a shareholder in 2021.  She is a two-time Five Star Wealth Manager award winner and is passionate about helping clients achieve their financial goals.  Two areas of significant interest for Rebecca include charitable planning and retirement planning for small business owners. She also helps advise many of the firm’s 401(k) plan clients and enjoys providing investment and 401(k) plan education to plan participants. Additionally, Rebecca dedicates much of her time to internal firm operations as a member of the firm’s Management Team and the Director of Financial Planning.

Prior to joining the firm in 2011, Rebecca gained several years of experience in the financial markets working at a firm that specialized in trading equity options. Rebecca is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and completed the financial planning coursework through Northwestern University’s School of Continuing Studies. Rebecca graduated from the University of Illinois at Urbana-Champaign with a bachelor’s degree in Economics and a minor in Mathematics. Rebecca is also a proud member of the Israel Cancer Research Fund (ICRF) Chicago Board, and enjoys running, cooking, and spending time with her husband and young daughters.

Alan joined Nadler Financial Group in 2021. Prior to joining the firm Alan spent the previous 13 years at Guggenheim Partners and Ernst and Young, as a Certified Public Accountant (CPA) specializing in tax planning and compliance for financial institutions. Alan graduated from Michigan State University with a bachelor’s and master’s degree in accounting. Alan also obtained his MBA from Northwestern University’s Kellogg School of Business. Outside of work, Alan enjoys spending time with his wife and two children.  He also enjoys traveling, cooking, and playing recreational sports.

Prior to joining the firm in 2015, Dan was a research analyst for a Chicago-based investment management company. He is a Chartered Financial Analyst (CFA) with over 20 years in investment management. Dan earned a bachelor’s degree from the University of Notre Dame and a master’s degree from the University of Chicago Booth School of Business. Dan currently serves on the firm’s Investment Committee, which oversees the firm’s overall investment philosophy and financial planning framework. He completed the rigorous requirements of CFP® certification and earned the CERTIFIED FINANCIAL PLANNER™ designation, the standard of excellence for personal financial planning.

Greg joined Nadler Financial Group in 2018 with over 14 years of experience working with qualified retirement plans. Greg’s previous experience includes auditing benefit plans working for Ernst & Young, working as a recordkeeper for several 401(k) and 403(b) plans, and most recently acting as a 401(k) plan educator for participants of a multiple employer plan. Greg graduated from the University of Illinois at Urbana-Champaign with a bachelor’s degree in finance and obtained the Certified Employee Benefit Specialist ® (CEBS) designation from the International Foundation of Employee Benefit Plans, a highly respected credential in the benefits industry. Outside of work, Greg enjoys spending time with his family and traveling.

Tim joined Nadler Financial in 2023 and has worked in the retirement plan industry for over twenty-five years.  He graduated from DePaul University, receiving an M.B.A. with a concentration in Finance.  Tim has earned a Qualified Plan Administrator (QPA) designation from the American Society of Pension Professionals & Actuaries, a national organization for career retirement plan professionals.  “Ride it like you stole it” is the title of a medallion Tim has on his Harley motorcycle.  But that’s about the extent of Tim’s wild side.  He enjoys riding his motorcycle, family get-togethers, watching reality shows with his daughter, and taking his dog “Lola” to the dog park.

Eric joined Nadler Financial Group at the end of 2022 after moving to Chicago from his small hometown in the western part of Illinois. Prior to joining the firm, Eric worked for a financial advising firm in Davenport, IA. He graduated from Coe College in Cedar Rapids, IA with a degree in economics and business. Eric also enjoyed his time on the Coe College basketball team. Eric’s life-long passion for solving puzzles, building meaningful relationships with others, and his keen interest in finance led him to pursue a career in financial planning. Eric loves finding solutions to help people reach their goals and he is very excited to have the opportunity to do just that at Nadler Financial Group. During his free time, Eric can be found playing basketball and working out. He also likes to remain active by exploring Chicago, international travel (Brazil is a favorite spot), and spending time with family and friends.

Ari joined Nadler Financial Group in 2023. He graduated from the Stephen M. Ross School of Business at the University of Michigan with a Master of Accounting and obtained a Bachelor of Arts in Economics from the University of Michigan in 2021. Ari is a licensed Certified Public Accountant (CPA) in the State of Illinois and began his career at PricewaterhouseCoopers in Chicago providing Audit & Assurance services to Investment Companies and Private Investment Funds in PwC’s Asset & Wealth Management practice. In his free time, Ari likes to travel, spend time with family and friends, and watch college football.

David joined Nadler Financial in 2008. David works in a significant capacity with investment research, investment implementation, client relationship management, and financial planning. David helps lead the firm’s Investment Committee, which oversees the firm’s overall investment philosophy and financial planning framework. David is also on the firm’s Compliance Committee. David graduated from Northwestern University with a bachelor’s degree in Economics. While at Northwestern, David was the founder and President of the Delta Sigma Pi business fraternity. In his spare time, David is President of the Chicago-based political action committee, CityPAC, and a member of the Young Leadership Council of AIPAC.

Cindy joined Nadler Financial Group in 2021 after 20 years in public accounting. Her most recent position was as a Senior Manager specializing in accounting and tax services for high-net worth individuals, private businesses, and their owners.  Cindy is passionate about helping people reach their financial goals and providing excellent client service.  She graduated from Northern Illinois University with a bachelor’s degree in accountancy and is a licensed Certified Public Accountant (CPA).   Outside of work, Cindy enjoys spending time with her family and traveling.

Phil joined Nadler Financial Group in 2017. Prior to that, Phil spent over a decade at Ernst & Young, most recently as a Senior Manager in Tax Services, specializing in corporate tax planning and financial statement preparation, audit, and reporting for large, multinational companies. He is a licensed Certified Public Accountant (CPA) in the State of Illinois and CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner authorized by the CFP Board of Standards. He has earned the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from the American College of Financial Services and possesses the Personal Financial Specialist (PFS^TM) credential issued by the American Institute of Certified Public Accountants. These certifications are awarded to those individuals who have met rigorous education, experience, ethical, and examination requirements and who can offer expert advice on a broad range of financial topics including financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investments, and retirement and employee benefits planning. Phil graduated from the University of Illinois at Urbana-Champaign with a master’s degree in accountancy with specialization in taxation along with bachelor’s degrees in both accountancy and finance. He received his professional education in financial planning from the University of Georgia Terry College of Business in Athens, Georgia. Outside of work, Phil spends as much time as possible with his three children. He is an avid sports fan (Blackhawks, White Sox, Bears, Georgia Bulldogs) and enjoys traveling with his family.

Kimberly joined Nadler Financial Group in June 2024. Prior to Nadler she was a Client Service Associate at Gresham Partners in Chicago providing wealth management services to ultra-high net worth clients and their families. She is a licensed Certified Public Accountant (CPA) and began her career at PricewaterhouseCoopers providing tax compliance and consulting services to private equity and hedge fund managers. Kimberly received her bachelor’s degree from Indiana University in Accounting, Finance, Entrepreneurship & Corporate Innovation. She is a piano and tuba player, amateur baker, Disney enthusiast, passionate organizer, and loves traveling and trying new restaurants with her family and friends.

Josh joined Nadler Financial Group in 2024.  Prior to that Josh spent a majority of his career at J.P. Morgan and CIBC Private Wealth Management where he built a solid foundation in wealth management.  He graduated from Illinois State University with a degree in Mathematics.  Josh’s dedication to excellence is evident in his meticulous approach to financial planning and client service which led him to attain the Certified Financial Planner, CFP®, designation.  He leverages his extensive expertise to provide insightful, tailored solutions that address the unique needs and goals of each client. His focus on teamwork ensures that he works seamlessly with colleagues and clients alike to achieve the best possible outcomes. Josh takes personal responsibility for his clients’ financial well-being and assumes ownership to ensure every strategy is executed with the utmost care and precision. His empathy shines through in every interaction, as he genuinely seeks to understand his clients’ perspectives and aspirations, guiding them with compassion and integrity. Josh enjoys spending as much time as he can with his three daughters by showing them as much of the world as possible.  He also attempts to play golf but is a much better bowler.  His love for football and the Chicago Bears has made him a dominant force in the Nadler Financial Group fantasy football league.

Katie had the pleasure of joining Nadler Financial Group, Inc. in 2005, and she was honored to become a shareholder in 2021. Having joined the team early in the firm’s history, Katie has been vital in helping to create and implement the foundation of many firm processes and procedures. She has held many positions within the firm, and now proudly serves as the Director of Compliance and Systems. Katie has her finger on the pulse of industry trends and works diligently to implement creative strategies to help make our clients’ and team members’ lives better. Her input is integral in many areas of firm management and operations, including individual wealth management, corporate sponsored retirement plans, compliance, and technology. Prior to working for Nadler Financial Group, Inc. she worked for Country Companies in Bloomington, Illinois in the property and casualty insurance claims division. Katie graduated from Illinois State University with a Bachelor of Science Degree in Marketing with a minor in Accounting. In her free time, you can find Katie spending time with her husband, Ed, at local live music shows or hunting down vintage records, and spoiling her two dachshunds, Dexter and LeRoy.

Lanna joined Nadler Financial in 2020 with over 17 years of experience working in Financial Operations. Previously, she was a Senior Portfolio Associate at a Chicago based investment company where she supported all aspects of operations and client service. Lanna graduated from Indiana University with a degree in Economics and a Master of Business Administration from DePaul University. Outside of work, Lanna enjoys spending time with her family, playing tennis, biking, and traveling.

Sherry began working with Nadler Financial Group in 1999. She has held many different positions in the company as she has worked her way up from an entry level role to her current position. Sherry specializes in corporate sponsored retirement plans as well as individual investment accounts. Sherry graduated with honors from Purdue University with a Bachelor of Science degree in Financial Counseling and Planning as well as a Bachelor of Science degree in Consumer Affairs. In her free time, Sherry volunteers with Willow Creek Community Church preparing tax returns with the Volunteer Income Tax Assistance program. She also volunteers with their Care Center in their financial services department helping individuals with budgeting, retirement planning and other financial situations.

Rachelle joined the company in 2014 with over four years of experience assisting financial professionals and in client services. She enjoys her current support role to the wealth managers as well as offering a wide range of client services. Rachelle graduated from Appalachian State University with a major in Business Management and a minor in Art. She spends her free time outdoors, practicing yoga and cooking.

Laura has over nine years of experience in the financial services industry. Previously, she was a Client Associate at a local financial planning firm where she supported advisors in all phases of account administration and trade execution. Laura also worked for several years as a Certified Public Accountant with KPMG Peat Marwick and Prudential Realty Group. Laura earned a Bachelor of Business Administration from the University of Wisconsin – Madison and a Masters of Business Administration from DePaul University. When she’s not working, Laura enjoys spending time with her husband and children traveling, attending the theatre and cheering on all the Chicago sports teams.

Michelle joined Nadler Financial in 2010 and has fulfilled a variety of roles, including assisting our Wealth Managers with client service and operational responsibilities. This is a second career for Michelle. She earned her B.S. in psychology at the University of Illinois at Urbana-Champaign and went on to earn an M.A. degree in school psychology at Northern Illinois University. Michelle worked as a school psychologist for 8 years prior to staying at home with her twins in 2005.