Michael Niemczyk
Director of Investments & Planning
He is a member of the Institute of Business and Finance (IBF) and the Better Business Bureau with an A+ rating. A Lake County resident for more than 40 years, Michael and his wife, Leah, have two children, Mikey and Ella. Mike enjoys cooking and entertaining with family and friends, boating, traveling, and is an avid Chicago Cubs and Bears fan.
Lou Gantz, CPA
Senior Tax Advisor
Maritza Cadena
Client Relationship Manager
Maritza comes from an extensive background in Employee Benefits Administration, with several years working with Retirees. She specializes in Account Management, Operations and Compliance Management, with a passion for providing exceptional customer service our clients value and deserve. As our Client Relationship Manager, Maritza cares for our clients by ensuring their questions, concerns, and account updates are handled in a timely manner.
David McKnight
Tax-Free Income Specialist
Hamilton Morales, NSSA
Social Security Advisor
Hamilton is an employee of Financial Independence Group
Donald Dee
Director of Precious Metals
Kristy Niemczyk
Licensed Financial Professional