Warren has the privilege of leading a team of Wealth Advisors who provide clients with comprehensive wealth planning strategies and solutions tailored to their specific needs.
Prior to joining Northern Trust in 2006, Warren worked at BMO Harris Bank and Sullivan, Bruyette, Speros, and Blaney, providing wealth planning advice to professionals, corporate executives, business owners, and wealthy families.
As a member of the National Wealth Advisor Services team, he specializes in developing and implementing wealth plans that enable clients to achieve their financial goals.
He graduated from the University of Illinois Urbana-Champaign with a Bachelor of Science degree in electrical engineering. Warren has an MBA from DePaul University in Chicago.
He is a Chartered Financial Analyst charter holder (CFA), Certified Financial Planner certificant (CFP®), and a Chartered Financial Consultant designee (ChFC).
Warren is a member of the Chartered Financial Analyst Institute, the CFA Society of Chicago, the Financial Planning Association (FPA), the Financial Planning Association of Illinois, and an adjunct instructor at Northwestern University.
Growing the next generation of financial advisors is a passion of Thomas J. Canale, a Certified Financial Planner™ professional (CFP®) and Founder of the Canale Financial Group. It’s what drives him to be an instructor with the CFP® Certificate Program. It’s what motivates him to mentor, coach and lead a team of 40 financial professionals as the Managing Director of Northwestern Mutual-Chicago’s Rosemont District Office.
As a Wealth Management Advisor, Tom has led clients to prioritize what really matters through full-picture financial planning since 1995. With competency and compassion, he has established long-term relationships empowering clients to align their actions with their vision for life. In 2018, he was named by Crain’s Chicago Business as one of “Chicago’s Notable Advisors.” The honor recognizes his industry experience and leadership of an established wealth management practice focused on professionals and entrepreneurs.
Tom’s expertise in special needs planning has allowed him to develop an understanding of the unique circumstances surrounding the financial needs and goals of families with a loved one with special needs. He was among the innovators who developed Northwestern Mutual’s Special Steps program which guides families to maximize financial resources. A thought leader and subject matter expert, he frequently speaks on planning for persons with disabilities and their families.
A graduate of Marquette University, Tom holds the Chartered Special Needs Consultant® (ChSNC®), Chartered Financial Consultant (ChFC®) and Chartered Life Underwriting (CLU®) designations. He also holds the FINRA Series 6, 7, 9, 10, 63, 66 and is licensed in Life, Health and Long-Term Care Insurance.
He resides in Elmhurst with his wife and two sons.
Linda Coffey, CFP®, CDFA®, CRPS®, is a Vice President for EP Wealth Advisors, serving as lead advisor on client relationships providing comprehensive financial planning services. She has over 25 years of experience providing high net worth individuals and institutions investment guidance. Prior to joining EP Wealth, Linda worked for an RIA as an independent advisor, and previously was a Senior Consultant and co-founder of DiMeo Schneider & Associates. Linda holds a B.A. in Finance from Western Illinois University. Linda is a member of the Financial Planning Association and serves in various non-profit roles, such as a Wish Granter for Make A Wish Foundation.
Jacob Hartz serves as Managing Director at NFP Insurance Solutions, one of the premier and largest wealth transfer consulting and insurance planning firms in the country. He is responsible for advising ultra-high net worth families and their businesses, providing solutions that integrate insurance and estate planning. He also works with corporate clients structuring executive carve-out benefit programs and efficiently providing liquidity for buy-sell obligations.
After graduating from the Benjamin N. Cardozo School of Law at Yeshiva University with a focus on tax, trusts and estates, Jacob began his career at a single family office-owned private holding company called GVW Group in Highland Park IL. There he performed due diligence for unique investment opportunities and ran special projects for the firm’s operating companies, working closely with the Chairman and various executive committees.
Upon leaving GVW, Jacob began his own wealth advisory practice in the Chicago office of Lenox Advisors, a New York-based private-client financial planning and asset management firm with an insurance brokerage business owned by NFP. At Lenox, Jacob and his team of financial planners built a reputation helping high net worth clients mitigate taxes, plan for retirement and leave a legacy for future generations using insurance-backed strategies.
Jacob moved his practice to NFP Insurance Solutions in 2020 to focus exclusively on serving the ultra-high net worth community with sophisticated insurance expertise, marrying his legal training in estate planning to his experience as both a single-family office generalist and a private-client advisor. He consults clients on complex techniques involving life insurance finance, private placement life insurance, split-dollar arrangements and philanthropic planning.
Jacob resides in Chicago’s Lakeview neighborhood with his wife and children. In addition to volunteering on working committees for Partners Financial, he is a member of Finseca and the Chicago Estate Planning Council. Outside of work he is a racquet sports enthusiast and enjoys spending time with his family.
Linus is the Investment Director for McAdam LLC, a fast-growing RIA, based out of Philadelphia with offices in Chicago, Boston, and Washington D.C. area. He serves as the lead portfolio manager managing over $1 Billion in AUM. He also functions as an advanced case consultant for complex planning cases or high-net worth clients with more sophisticated planning or investment needs.
Linus is a magna cum laude graduate of Northwestern University with a Bachelor of Science degree in double major of Economics and Organizational Behavior. He also earned a Master of Science in Finance degree from the College for Financial Planning.
He is a Chartered Financial Analyst (CFA) charter holder and a Certified Financial Planner (CFP®). He is a member of the CFA Institute, the CFA Society of Chicago, and the Financial Planning Association (FPA).
Tammy Wener, CFP®, MBA, RICP® is the co-founder of RW Financial Planning, LLC, a firm committed to providing objective, candid, and thoughtful financial planning advice. She utilizes her 20+ years of experience in the financial planning and estate planning fields to help clients take control of their finances and plan for today and tomorrow. Getting to know her clients and learning something new each day are her favorite parts of the job.
Tammy is a frequent speaker on financial planning topics and has been quoted in media outlets such as CNBC, CNN Money, and AARP, and featured on ABC News. She is the prior Director of Public Awareness for the Financial Planning Association of Illinois and considers it an honor to provide pro bono financial planning services to those in need, especially survivors of domestic violence.
Charles Williams is chief executive officer of Finspire, LLC. Previously, Williams worked at Sheridan Road focusing on its retirement plan consulting business and for Leumi Investment Services as a senior investment adviser and retirement plans coordinator, specializing in financial planning, asset management, and corporate plan services for high-net-worth business owners. Williams was also involved in corporate retirement plan design, sales, and implementation for domestic clients. A chartered retirement plans specialist, accredited investment fiduciary, accredited asset management specialist, chartered retirement planning counselor, and certified financial planner, he holds Series 6, 7, 24, and 66 licenses as well as life and health insurance licenses. Williams received an BS in finance from DePaul University and an MBA with a concentration in marketing from DePaul’s Kellstadt Graduate School of Business.
Jim Zacher has been a CFP since 2004 and has been in the financial industry since 1990. He is a Financial Advisor with Stifel Investment Services and has also been a Private Banker with Morgan Stanley, Merrill Lynch, MB Financial, BMO Harris and Pinnacle Bank. Zacher specializes in assisting high net worth clients who have complex tax returns or unique transactions. He has been teaching the Income Tax Planning course since 2008 and holds a Series 7, 63 and 65 as well as life and health insurance licenses.