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


A.J. Price, CPA, CFP®

Associate Wealth Advisor

Andrew Cohn, AIF®

Retirement Plan Advisor

Mary Berman

Client Service Administrator

Wendy Sabul-Mintzer

Operations Associate

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Joanna Hurley

Receptionist & Administrative Assistant

Brian Wendt

Client Service Administrator

Joseph Thompson

Wealth Associate

Marcie Nach, CFP®

Financial Planner

Betsy Wellington

Client Service Administrator

Mark Weil, CFP®

Wealth Advisor

Jill Kaz, CFP®

Financial Planner

Whitney Beswick

Operations Associate

Vishaal Tummala, CFP®

Wealth Associate

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Michele Turner

Client Service Administrator

Dennis Barron

Marketing & Communications Coordinator

Mary Ann Sendik

Client Service Administrator

Lauren Ross

Manager of Investment Operations

Jaclyn Simon

Client Service Administrator

John Mariscalco, CFA®

Associate Wealth Advisor

Adam Rudolph, CFP®

Associate Wealth Advisor

Cory Rappaport, CPA

Wealth Associate

Toni Bregenzer

Manager of Risk & Client Service

Kathy Klein, CFP®

Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Tom Buhrmann, CIMA®

Wealth Advisor

Lee Ford

Manager of Operations & Client Service