Our Team

Private Vista was established in 2016 with the merger of three financial services firms, each with over 30 years experience. Financial Strategy Network (FSN) of Chicago and WNA Wealth Advisors of Hinsdale, Illinois were joined by Doug Brown and his team from The Advisors Group of Chicago. Private Vista maintained its downtown office and moved its Hinsdale and Oakbrook Terrace locations to new office space in Oak Brook as of October 2017.

The Private Vista firm is the result of similar visions for addressing a void in the wealth management industry. Together, we have evolved our financial planning and investment management services to help our clients reach the vision of their life enriched – their Private Vista!

Umar Ahmad

ASSOCIATE ADVISOR

Jorge Alvarado

TRADER

Ben Audley

ADVISOR, CFP®

Sam Awad

SENIOR ADVISOR, CFP®, MBA

Greg Bogdan

SENIOR ADVISOR, CFP®

Sue Bolt

CLIENT SERVICE ASSOCIATE / CUSTODIAN LIAISON

Doug Brown

PARTNER, CFP®, MBA

Susan Carpenter

PARA-PLANNER / QUALIFIED PLAN ASSISTANT

Matt Currier

ADVISOR, CFP®

Maria Cutrone

OPERATIONS MANAGER

Nicole Daviduke

CLIENT SERVICE ASSOCIATE

Colleen Dwyer

SENIOR ADVISOR, CFP®

Joe Feldmann

DIRECTOR OF INVESTMENTS, CPA, CFP®

Cerise Groch

CLIENT SERVICE ASSOCIATE

Will Howson

ADVISOR, CFP®, CPFA

Miles Johnson

ADVISOR, CFP®

Sean Julian

SENIOR ADVISOR, CFP®

Lorena Lopez

ADMINISTRATIVE ASSISTANT

Sarah Lopez

ASSOCIATE ADVISOR

Carrie Mangan

ADVISOR

Mike McCabe

PARTNER, CFP®, CPA, CPC

Mary Beth McLean

PARTNER, CFP®, MBA

Mike Merdinger

PARTNER

Steve Merdinger

PARTNER, CFP®, CHFC®

Stephanie Nanney

PARTNER, CFP®, CPFA

Delaney Orozco

SENIOR ADVISOR, CFP®

Matt Parenti

PARTNER, CFP®

Randy Porzel

PARTNER, CFP®, RICP®

Nicole Romito

PARTNER, CFP®, CDFA™

Debra Stepanek

CLIENT SERVICE ASSOCIATE

Jeff Toner

PARTNER, CHFC®, RICP®

Jim Weil

MANAGING PARTNER, CFP®, CIMA®, CHFC®

Bob Westrick

PARTNER, MBA, CPA, CFP®

Greg Williams

SENIOR ADVISOR, CFP®

Nicole Young

MARKETING MANAGER
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