
Valerie Janke, CFP®
Financial Advisor with Waddell & Reed
(630) 245-1230
Laura Bare, CFP®, CDFA™
Financial Advisor with Waddell & Reed
(630) 245-1230
Tess Zigo, CFP®
Financial Advisor with Waddell & Reed
(630) 245-1230

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.

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.
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.

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.

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.