Meet Our Wealth Management Officers

Our Wealth Management Officers are where you need them to be with the solutions necessary to get you where you want to go.

LocationWealth Management OfficerPhone
Chicago, IL

Bob Durkin
Wealth Management

Chris Knappstein
Wealth Management

Sally Griffin
Wealth Management

(773) 714-6260
(773) 714-6280 fax

(773) 714-6336
(773) 714-6391 fax

(312) 235-1147
(312) 235-1160 fax

Danville, IL

Amy Bartenschlag
Wealth Management

(217) 477-6060
(217) 477-6081 fax
Highland Grove, IN

Namrata Kanal
Wealth Management

Jessica Peyton
Wealth Management

(219) 853-3532
(219) 853-3530 fax

(219) 853-3535
(219) 853-3530 fax

Joliet, IL

Bob Diedrich
Wealth Management

Jim Ringer
Wealth Management

Jennifer Koff
Wealth Management

Joe Monocchio
Employee Benefits

Joy Gruber
Investments

Rosa Angeles
Land Trust

(815) 773-2608
(815) 773-2690 fax

(815) 773-2616
(815) 773-2696 fax

(815) 773-2515
(815) 773-2696 fax

(815) 773-2619
(815) 773-2696 fax

(815) 773-2674
(815) 773-2696 fax

(815) 773-2606
(815) 773-2698 fax

Lake Forest & McHenry, IL

Meg Largay
Wealth Management

(847) 615-4540
(847) 615-1013 fax

Moline, IL

Steve Dembosky
Wealth Management

Tracy Brashears
Wealth Management

(309) 797-7627
(309) 797-7635 fax

(309) 797-7606
(309) 797-7635 fax

Palos Heights, IL

Kathy Dickason
Wealth Management

Mike Lambert
Wealth Management

(708) 614-5516
(708) 671-2940 fax

(708) 489-3854
(708) 489-3878 fax

Plainfield, IL

Angela Hart, Esq.
Wealth Management

Rebecca Little, Esq.
Estate Settlement

Michele Morgan
Wealth Management

Barbara Danaher
Wealth Management

(815) 773-2675
(815) 327-4850 fax

(815) 327-4876
(815) 327-4850

(815) 327-4835
(815) 327-4850 fax

(815) 327-4864
(815) 327-4850 fax

Westmont, IL

Mike Zaidi
Wealth Management

Karen Anselmo
Wealth Management

(630) 725-1571

(630) 725-3315
(815) 773-2788 fax

Customer Care

Got questions? Get answers.

Call us at 800-322-3623.

  • Monday – Friday: 7am – 7pm
  • Saturday: 8am – 5pm
  • Sunday: 9am – 2pm

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