Sherry Thomas

STEVEN ESPOSITO

Steven Esposito has been advising high net worth portfolios for 37 years, always putting the client’s needs first. He got his start after graduating from college in 1983 when he applied for a position as a financial advisor. “They told me that I was too young and inexperienced, but I convinced one manager to take

JIM PERKINS

After spending more than 35 years serving high net-worth families and entrepreneurial clients as a Managing Director and Senior Portfolio Manager at the likes of Bear Stearns, Deutsche Bank, and UBS, Jim Perkins knew it was time to launch his own investment boutique. “Following years of thought and planning, we opened our doors in Lake

CHRISTOPHER J. JAMES, MBA, APMA

Christopher J. James says he and his colleagues at Etiquette Financial Partners strive to create a clear road map to help clients pursue their goals. “We are a smaller practice consisting of myself, Senior Managing Partner Eric Degnan, and Partner Lindsey Driscoll so we feel that we are more hands-on with our clients. We pride

DAVE PEQUET AND MATT PEQUET

DAVE PEQUET AND MATT PEQUET MPI WEALTH MANAGEMENT LLC After serving in the Navy and being a stock and bond broker for 10 years, in 1986, Dave Pequet founded MPI Wealth Management LLC, a registered investment advisory firm. “We are independent and do not sell any financial products and therefore can act as a client’s

ERIC G MATLIN

For 30 years, Eric G Matlin, founder of Matlin Law Group, P.C. in Northbrook, has concentrated his law practice on estate planning—helping thousands of families, including people ranging from a negative net-worth to those worth tens of millions of dollars. He believes in maximum transparency in pricing and service, which is why Matlin Law Group

MICHONE J. RIEWER

Michone J. Riewer, a Partner at Lake Bluff-based Strategic Divorce, loves helping people and solving problems. “Being a divorce attorney allows me to do this every day. We help people through the hardest time of their lives,” says Riewer, who holds a Juris Doctor from Georgia State University College of Law. She has been practicing

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Sherry Thomas

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