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™

Lauren Ross

Manager of Investment Operations

Lee Ford

Information Technology Manager

Joanna Hurley

Receptionist & Administrative Assistant

Jenny Jesse

Client Service Administrator

Jaclyn Simon

Co-Manager, Client Service

Toni Bregenzer

Risk and Compliance Manager

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Michele Turner

Client Service Administrator

Betsy Wellington

Client Service Administrator

Brian Wendt

Co-Manager, Client Service

Andrew Cohn, AIF®

Retirement Plan Advisor

Joseph Thompson

Associate Wealth Advisor

John Mariscalco, CFA®

Associate Wealth Advisor

Mary Berman

Client Service Administrator

Wendy Sabul-Mintzer

Operations Associate

Gabrielle Wagor

Marketing & Events Strategist

Lindsay Pflug

Manager of Training & Process Development

Kathy Klein, CFP®

Wealth Advisor

Adam Rudolph, CFP®

Associate Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Cory Rappaport, CPA

Associate Wealth Advisor

Merrick Singer

Client Service Administrator

Christina Cartes

Operations Associate

Jill Kaz, CFP®

Financial Planner

Vishaal Tummala, CFP®

Wealth Associate