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

Education

BA in History, Yale University

Professional Designations

CERTIFIED FINANCIAL PLANNER™

Whitney Beswick

Operations Associate

Brian Wendt

Senior Client Service Administrator

Betsy Wellington

Client Service Administrator

Jaclyn Simon

Senior Client Service Administrator

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Toni Bregenzer

Manager of Risk & Client Service

Michele Turner

Client Service Administrator

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Joseph Thompson

Wealth Associate

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Mary Berman

Client Service Administrator

Dennis Barron

Marketing & Communications Coordinator

Lindsay Pflug

Manager of Training & Process Development

Andrew Cohn, AIF®

Retirement Plan Advisor

John Mariscalco, CFA®

Associate Wealth Advisor

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Cory Rappaport, CPA

Wealth Associate

Lee Ford

Manager of Operations & Client Service

Mark Weil, CFP®

Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Kathy Klein, CFP®

Wealth Advisor

Jill Kaz, CFP®

Financial Planner

Adam Rudolph, CFP®

Associate Wealth Advisor

Joanna Hurley

Receptionist & Administrative Assistant

Lauren Ross

Manager of Investment Operations

Mary Ann Sendik

Client Service Administrator

Vishaal Tummala, CFP®

Wealth Associate

Tom Buhrmann, CIMA®

Wealth Advisor

Wendy Sabul-Mintzer

Operations Associate