Senior Wealth Advisor
Phone: 630 445 2380
John serves as the primary advisor for clients, focusing on financial planning and the investment strategies to support the financial plan.
Prior to partnering with SeaCrest Wealth Management, LLC, John was a Vice President with the regional investment bank Wunderlich Securities. His resume’ also includes four years with the Global Wealth Management Group of Morgan Stanley, and senior management roles with two prominent investment managers.
John has a Masters in Business Administration with a concentration in Finance & Business Management from DePaul University, and a Bachelor of Arts, Economics and Business, from Eastern Illinois University. He is a member of the Financial Planning Association.
John and his wife Jill reside with their three children in the western suburbs of Chicago. Away from the office, he enjoys spending time with family & friends, an occasional round of golf, and volunteering his time with several youth sports organizations.
Director of Office Services
Jill joined John in opening the Naperville office of SeaCrest Wealth Management, LLC. She coordinates the office administration, serves as our operations liason, and manages various projects for the practice.
Jill grew up in Naperville, and received her BS in Education from Eastern Illinois University.
While raising her three children, Jill became very active in the community, serving as a board member of the Naperville Junior Womens Club, as a Director of Religious Education, as a coach of Cheerleading and softball, and volunteering her time at the Naperville Food Pantry.
Currently, she is also involved part time as a middle school substitute teacher in School District 204.
In her free time, she enjoys spending time with her family, exercise, and practicing yoga.
As your needs become more complex, we have developed relationships with a small group of wealth strategy professionals who are available to consult with our clients on a wide range of issues associated with the accumulation, preservation and transfer of family wealth.
These professionals include CPAs, Tax Professionals, Estate Planning Attorneys, Business Attorneys, Commercial Bankers, Mortgage Bankers, and an Insurance Advisor.
We make no representation or endorsement of any third-party services or individuals or entities providing them. We work equally well with our client's established professional relationships.
Tax & Accounting
Dennis Decker, CPA
Ayotte Decker LTD
Ayotte Decker LTD
James Laubinger, CPA
Laubinger & Associates
Dan Nafiratos, CPA
Corporate & Estate Counsel
Momkus Mcleskie LLC
Kuczek & Associates
Eugene Cohen Insurance Agency Inc.