Your Team

 

The core values of the Beyond Financial Advisors team are Integrity, Authenticity, and Optimism. We provide an honest, candid approach to our clients and their financial situation, with a fundamental belief that with the right plan in place, the future is bright and beyond what we originally thought possible. If you ever have a question or concern, please reach out to our team directly.

Contact Us

 

Our Partners

John P. Roland , CFP®, CLU®, RICP®

Partner and Private Wealth Advisor

Office 630-368-3103


Email

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Marc Adam Rosenberg , CFP®, CLU®

Partner and Private Wealth Advisor

Office 312-641-8580


Email

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Matt B. Ward

Partner and Private Wealth Advisor

Office 312-641-8587


Email

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Kevin E. Willoughby , CLU®, CFP®, RICP®

Partner and Private Wealth Advisor

Office 312-641-8919


Email

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Associate Wealth Management Advisor

Becky DeVries

Associate Wealth Management Advisor

Office 630-368-3133


Email

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Operations

Michelle M Manzetti

Director of Operations

Office 312-419-7742


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Brooke Miller

Executive Assistant

Office 312-251-3771


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Jordan L Niebuhr

Executive Assistant

Office 630-368-3100


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Deanna Perez , PHR

Director of Human Resources

Office 630-368-3193


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Insurance

Colleen Castro

Director of Insurance Operations and Services

Office 630-368-3107


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Georgia Cypress

Insurance Operations Associate

Office 312-251-3770


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Investments

Christina M Hanhart

Associate Financial Representative

Office 312-641-8993


Email

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Jacob Roland , CLU®, ChFC®

Director of Investment Operations

Office 630-368-3108


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Natalie Vahary

Investment Operations Associate

Office 630-368-3119


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Brian Wenstrup

Investment Operations Associate

Office 630-368-3178


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Planning

Elsa Garcia

Financial Planning Specialist

Office 630-368-3120


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Quintin Sellers

Financial Planning Analyst

Office 630-368-3177


Email

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