Meet Our Team

If you’ve been searching for simple, straight-to-the-point financial education and fiduciary asset management, you’ve come to the right place!

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Meet The MLN Wealth & Tax Planning Team

The MLN Wealth & Tax Planning, Inc team is comprised of professionals that have devoted their careers to helping people plan for the future. From investment portfolio managers to tax accountants to estate attorneys, we have specialists with real-world knowledge to guide you.

Committed To Your Future

MLN Wealth & Tax Planning, Inc. partners with well-organized financial institutions, banks and insurance companies. This allows for customized investment strategies and retirement plans, which may not be available through a bank, an employer, or a franchise-based advisor or firm.

We proudly serve Illinois and Wisconsin by offering the following services: Retirement Income Strategies, Wealth Accumulation, Asset Protection, Annuities, Life Insurance, Tax Minimization Strategies, Long-Term Care, IRA and 401(k) Rollovers, Trusts, Probate, Charitable Giving, Estate Planning, Tax Planning, and IRA Legacy Planning.

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Meet The Team

Michael Niemczyk

Partner, Director of Wealth and Tax Planning

Kristy Niemczyk

Partner, Licensed Financial Professional

Alecia Barnette

Long-Term Care Specialist

Mark Diorio

CFA, Portfolio Design/Open Architecture Design

Mark Perkins

Estate Planning Attorney - Illinois

Donald Dee

Director of Precious Metals

David McKnight

Tax-Free Income Specialist

Hamilton Morales, NSSA

Social Security Advisor

Maritza Cadena

Client Relationship Manager

Lou Gantz, CPA

Senior Tax Advisor

Leah Niemczyk

Event Coordinator

Peter Johnson

CEO of Capital Advisor Network

Stephen Clubb

Estate Planning Attorney-Wisconsin

We help build your retirement at every stage

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Make Your Retirement A Success

Does your retirement keep you up at night? If so, you are not alone. Many Americans worry that they’ve started too late or haven’t saved enough for their golden years. The MLN team is here to answer your questions, develop a plan, and make your retirement a true success. Schedule a time to meet with our team today.