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!
Jorge Alvarado
ASSOCIATE TRADER
Ben Audley
ADVISOR, CFP®
Sam Awad
LEAD ADVISOR, CFP®, MBA
Sherry Bergslien
CLIENT SERVICE ASSOCIATE
Greg Bogdan
LEAD 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
ADVISOR, CFP®
Joe Feldmann
DIRECTOR OF INVESTMENTS, CPA, CFP®
Cerise Groch
CLIENT SERVICE ASSOCIATE
Will Howson
ADVISOR, CFP®, CFPA
Sean Julian
ADVISOR, CFP®
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®, CFPA
Delaney Orozco
LEAD ADVISOR, CFP®
Michael Ott
ADVISOR
Matt Parenti
PARTNER, CFP®
Randy Porzel
PARTNER, CFP®, RICP®
Lorena Reyes
ADMINISTRATIVE ASSISTANT
Nicole Romito
PARTNER, CFP®, CDFA™
Sarah Soliman
ASSOCIATE ADVISOR
Debra Stepanek
CLIENT SERVICE ASSOCIATE
Michael Sund
SENIOR PORTFOLIO AND OPERATIONS ANALYST, CFA®
Jeff Toner
PARTNER, CHFC®, RICP®
Jim Weil
MANAGING PARTNER, CFP®, CIMA®, CHFC®
Bob Westrick
PARTNER, MBA, CPA, CFP®
Greg Williams
LEAD ADVISOR, CFP®
