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!

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®

Nicole Young

MARKETING COORDINATOR