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Valerie Janke, CFP®

Financial Advisor with Waddell & Reed

(331) 229-4038

(630) 245-1230

[email protected]

Valerie began her career in 1995 at a privately owned financial planning firm in central Pennsylvania. This is where she learned that her passion lies with helping clients pursue their financial goals and objectives in order to move...
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Laura Bare, CFP®, CDFA™

Financial Advisor with Waddell & Reed

(630) 245-1156

(630) 245-1230

[email protected]

Laura's approach to financial planning is to adapt each plan according to our clients’ needs. Financial planning is the core of the practice, and without a plan, it is hard to make recommendations. She feels strongly that it...

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Tess Zigo, CFP®

Financial Advisor with Waddell & Reed

(630) 864-1068

(630) 245-1230

[email protected]

Tess studied Finance and Accounting at Northern Illinois University and spent several years working in Treasury management. Over that period, she developed a passion for personal finance and investing and wanted to help individuals and...
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It begins with a plan 

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

Learn about the planning process

Wealth Management Site

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with us to set budgets and create a plan to pursue your financial goals.

Learn about the Wealth Management Site

Helpful content

We offer a full library of resources to help boost your financial planning knowledge.

Retirement resources

How much money will you need for retirement?  What retirement savings vehicles should you be considering? Get answers here.

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Investing insights

Learn about the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.

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Money management tips

One of the keys to a sound financial strategy is spending less than you take in. Get tips on budgeting and money management.

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Questions? Let's connect.

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