CONNECT

Address:

425 N. Martingale Rd, Suite 200
Schaumburg, IL 60173

Phone:

Mike McCarthy 847-944-7920,Elias Friedman 847-944-7922,Cynthia Bridges Jones 847-944-7944,Meredith Fiocchi 847-944-7921,Kim Smith 847-944-7923,Jennifer Shulman 847-944-7912Toll-Free 844-378-5237

Fax/Other:

847-944-7933

Who We Are

 
  • Michael G. McCarthy, CFP®

    Managing Director - Investments

  • Elias S. Friedman, CFP®

    Senior Vice President - Investment Officer

  • Cynthia Bridges Jones, CFP®

    First Vice President - Investment Officer

  • Meredith Fiocchi

    Financial Consultant

  • Jennifer Shulman

    Registered Client Associate

  • Kim Smith

    Senior Registered Client Associate

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals