Andrew Denenberg

Andrew Denenberg, CFP®

Principal

Andrew is driven to create and manage customized investment plans by carefully and continually working to understand each client’s ever-changing needs.

As a CERTIFIED FINANCIAL PLANNER™ certificant, Andrew is well-versed in providing clients continual oversight of their financial picture. Because the firm practices a highly customized approach to advising each individual client, Andrew offers great flexibility in adapting to each client’s unique situation and presenting suitable opportunities. By engaging in frequent and proactive communication, Andrew aims for his clients to achieve an understanding and feeling of comfort with his recommendations.

In addition to serving individuals, families and private foundations, Andrew advises retirement plan sponsors on sorting through the complexities of administering their plans. He uses his ability to translate complicated regulatory and financial topics to help both employers and employees feel empowered to manage and participate in their retirement plan.

Andrew enjoys spending time with his family, playing golf, reading and watching old movies. He is also a passionate fan of Chicago sports teams, particularly the Bulls.

Leadership & Community

Young Ambassador & Volunteer, The First Tee of Greater Chicago
Professional Board Member, Open Heart Magic

Education

BA in History, Yale University

Professional Designations

CERTIFIED FINANCIAL PLANNER™

Michele Turner

Client Service Administrator

Gabrielle Wagor

Marketing & Events Strategist

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Jaclyn Simon

Co-Manager, Client Service

Joseph Thompson

Associate Wealth Advisor

Mary Berman

Client Service Administrator

Brian Wendt

Co-Manager, Client Service

Adam Rudolph, CFP®

Associate Wealth Advisor

Vishaal Tummala, CFP®

Wealth Associate

Andrew Cohn, C(k)P®, AIF®

Retirement Plan Advisor

Joanna Hurley

Receptionist & Administrative Assistant

Marcie Nach, CFP®

Financial Planner

Kathy Klein, CFP®

Wealth Advisor

Matthew Cox

Operations Associate

Jenny Jesse

Client Service Administrator

Merrick Singer

Client Service Administrator

Lee Ford

Information Technology Manager

Lindsay Pflug

Manager of Training & Process Development

Wendy Sabul-Mintzer

Operations Associate

Cory Rappaport, CPA

Associate Wealth Advisor

Jill Kaz, CFP®

Financial Planner

Christina Cartes

Operations Associate

Toni Bregenzer

Risk and Compliance Manager

John Mariscalco, CFA®

Associate Wealth Advisor

Lauren Ross

Manager of Investment Operations