Being Financial Advisors is all about building relationships with clients. By learning more about you and your needs, we are able to offer more personalized advice and service. Please read below to learn more about us.
Our office is conveniently located in the Western Suburbs of Chicago at Cantera, near the interchange of I-88 and Winfield Road.
OUR VALUES
Honor God in all We Do
Grow and Develop People
Pursue Excellence
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Fernando Ereneta, CFP®
Private Wealth Advisor
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Jennifer Secola, CFP®
Financial Advisor
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Connie Meyer
Relationship Manager
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Sandy Browere, FPQP®
Relationship Manager
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Seth Pietrini
COO, Legacy Wealth Advisors
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Cullen Bremner
Branch Associate
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
