Locations
Palatine
625 N. North Court
Suite 200
Palatine, IL
60067
Phone: 847.358.1170
Fax: 847.358.2526
Contact
Meet the Team

Marshall Lund
Financial Advisor
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Lora Murphy
Principal, Senior Financial Advisor
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Linda Coffey
Senior Retirement Plan Advisor
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Kyle Griffith
Associate Advisor
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Eric Kirste
Financial Advisor
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