John Egan, CFP®, brings over 25 years of experience from firms like Charles Schwab, Fidelity Investments, and JPMorgan. His approach has always been grounded in building client-first, relationship-based financial strategies.

As a proud Chicagoan, you might spot John running along the lakefront paths of the north side or visiting local businesses in Andersonville. He believes financial advice should be approachable, human, and aligned with the life you want to live. If you see him out and about, feel free to say hello—he’ll probably be walking alongside his trusty sidekick, Benji.

Kate has over 25 years of experience in the financial services, insurance, legal and health care industries.  She has held various leadership and administrative roles throughout her career and understands the importance of building trusting and collaborative relationships with clients and colleagues. Kate is also a notary public for the state of Illinois.

Outside of the office, you can find Kate with her family in Lakeview and other north side neighborhoods attending their twins' many sporting and school events, doting on their dog, cheering on their sports teams with friends, traveling, and exploring new restaurants and events in Chicago.

Benji is a Cavapoo with a knack for boosting office vibes and making everyone feel welcome. His official duties include greeting visitors with tail wags, attending every client meeting (by choice), and ensuring that no snack goes unnoticed. Around Andersonville, Ravenswood and Lakeview, he’s known as the most popular morale officer on four legs.

Benji also acknowledges he isn’t for everyone, so don’t worry he's got lots of toys and other things to get into during your visit to our offices. So please don't be shy to tell us, we respect everyone's wishes!