Andrew Denenberg

Andrew Denenberg, CFP®


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
CFP® Professional Member, Financial Planning Association (FPA)
NAPFA-Registered Financial Advisor, The National Association of Personal Financial Advisors


BA in History, Yale University

Professional Designations


Jill Kaz, CFP®

Financial Planner

Lindsay Pflug

Manager of Training & Process Development

Jenny Jesse

Client Service Administrator

Gabrielle Wagor

Receptionist & Marketing/Events Associate

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Joanna Hurley

Receptionist & Administrative Assistant

Mark Weil, CFP®

Wealth Advisor

Vishaal Tummala, CFP®

Wealth Associate

John Mariscalco, CFA®

Associate Wealth Advisor

Brian Wendt

Senior Client Service Administrator

Whitney Beswick

Operations Associate

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Michele Turner

Client Service Administrator

Kathy Klein, CFP®

Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Lee Ford

Manager of Operations & Client Service

Cory Rappaport, CPA

Wealth Associate

Toni Bregenzer

Manager of Risk & Client Service

Mary Berman

Client Service Administrator

Lauren Ross

Manager of Investment Operations

Dennis Barron

Marketing & Communications Coordinator

Andrew Cohn, AIF®

Retirement Plan Advisor

Joseph Thompson

Wealth Associate

Betsy Wellington

Client Service Administrator

Wendy Sabul-Mintzer

Operations Associate

Jaclyn Simon

Senior Client Service Administrator

Adam Rudolph, CFP®

Associate Wealth Advisor

Marcie Nach, CFP®

Financial Planner