Broker Check

Team

 

For over 25 years, John Groleau has been fully invested in providing highly personalized financial planning and wealth management services for his clients.

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Dina Renee Weiss serves as a financial, life and business coach, as well as the Chief Investment Officer for the firm. She began her career in the financial services industry in 2005, and built her reputation from the foundation up,...

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Shireen Daniels is a CERTIFIED FINANCIAL PLANNER™ Professional who provides comprehensive financial planning and wealth management with specialty concentrations. As a Certified Divorce Financial Analyst™, she provides...

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Brett Pawelkiewicz is the Branch Operations Manager for the firm. He entered the financial field in 2014, obtaining his series 7 licensing in securities in his first six months in the field, as well as his series 24 licensing in...

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Alena Gifford serves as the Director of Client Relations for the firm. She entered the financial services industry in 2012 during the completion of her degree at the University of Illinois at Chicago. Alena received a Bachelor of...

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