Features

Lisa Bertagna leads a team of Private Bankers who serve high-net-worth clients with credit solutions to help them meet their financial goals. She is also currently building a Fifth Third Private Bank team on the North Shore. Fifth Third Private Bank has over 100 years of experience in wealth management, and helps clients achieve their

Susan Reichert Milanak was motivated to become a financial advisor through her experience helping her mother navigate complex financial charts when meeting with her financial advisory. The experience prompted Milanak to want to help others the way she was helping her mother. She says she felt there was a need not to just advise, but

Colleen McCaffery and Michael Katz are an advisory team focused on successful individuals, multi-generational families, business owners, divorced and widowed women, and those in transitional parts of their lives with complex issues. The collaboration of McCaffery and Katz, both with over 25 years of experience, brings a highly engaged team with complementary skill sets to

The first thing Christopher Smulski shares with his clients is background about himself and his family. It’s a way to set his clients at ease, and to prompt them to share their stories. Getting to know his clients and learning about their personal and financial goals is a key first step in building successful relationships.

As Investment Advisor at Aaron Wealth Advisors, an independent boutique advisory firm, Jenn Barry serves as a fiduciary and advocate for her clients to help simplify the complexities of their wealth. By building deep, trusting relationships, Barry advises her clients to view their wealth as a tool to live fulfilling and meaningful lives. “I like

In her role as Investment Advisor at Aaron Wealth, Adrianna Stasiuk provides comprehensive wealth management services to the individuals and families with whom she works. Stasiuk is proud to hold both a B.A. and an MBA from the University of Notre Dame’s Mendoza College of Business. Further instrumental to her development and growth into a