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!
Ben Audley
ADVISOR, CFP®
Sam Awad
LEAD ADVISOR, CFP®, MBA
Evelyn Barbosa
CUSTOMER SERVICE ASSOCIATE
Sherry Bergslien
CUSTOMER SERVICE ASSOCIATE
Greg Bogdan
ADVISOR, CFP®
Sue Bolt
CUSTOMER SERVICE ASSOCIATE / CUSTODIAN LIAISON
Doug Brown
PARTNER, CFP®, MBA
Susan Carpenter
PARA-PLANNER / QUALIFIED PLAN ASSISTANT
Matt Currier
ADVISOR, CFP®
Maria Cutrone
OPERATIONS MANAGER
Joe Feldmann
DIRECTOR OF INVESTMENTS, CPA, CFP®
Cerise Groch
CLIENT SERVICE ASSOCIATE
Sean Julian
ADVISOR, CFP®
Mike McCabe
PARTNER, CFP®, CPA, CPC
Mary Beth McLean
PARTNER, CFP®, MBA
Mike Merdinger
PARTNER
Steve Merdinger
PARTNER, CFP®, CHFC®
Stephanie Nanney
PARTNER, CFP®
Delaney Orozco
ADVISOR, CFP®
Matt Parenti
PARTNER, CFP®
Randy Porzel
PARTNER, CFP®, RICP®
Lorena Reyes
ADMINISTRATIVE ASSISTANT
Nicole Romito
PARTNER, CFP®, CDFA™
Debra Stepanek
CUSTOMER SERVICE ASSOCIATE
Michael Sund
SENIOR PORTFOLIO AND OPERATIONS ANALYST, CFA®
Colleen Toner
ADVISOR, CFP®
Jeff Toner
PARTNER, CHFC®, RICP®
Jim Weil
PARTNER, CFP®, CIMA®, CHFC®
Bob Westrick
PARTNER, MBA, CPA, CFP®
Greg Williams
ADVISOR, CFP®
