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- Rothschild Wealth Partners Appoints Mac O’Brien as Chief Growth Officer
- SMA Investing, Through a Business Owner’s Perspective with Andy Janes, JD, CFA®
- Benefits of Qualified and Non-Qualified Retirement Plans
- Gray Divorce: Implications for Retirement
- A Tide of Change: Economic Policy and Market Correction in Focus
- Dynamic Duo: Financial Planning for the Power Couple
- Foundational Gifting Strategies for Financial Legacies
- Rothschild Wealth Partners Honored as One of Financial Planning’s 2024 Best RIAs to Work For
- When the Business Is All You’ve Got: Financial Diversification for Small Business Owners
- Why a 401(k) Plan Can Be a Win-Win for Your Practice
- 6 Strategies to Maximize Your Executive Compensation
- Q3 2024 Market Update: Navigating a Shifting Economic Landscape
- Rothschild Wealth Partners Announces Rebranded Vision
- Approaching Retirement as a Small Business Owner: Key Strategies for Success
- Rothschild Sponsors FEI’s 2024 Annual Golf Outing
- Sentinus Joins Forces with Rothschild
- Rothschild Featured in Banking CIO Outlook Wealth Management
- Rothschild Charitable Donation – The Journey Forward
- Luke Novak of Rothschild Investment Corporation Named Executive Elite Advisor
- Luke Novak Named a 2020 Financial Times 401 Top Retirement Adviser
- The Cares Act’s Impact on Retirement Plans
- Sufficient Missing Participant Searches and Best Practices
- Bart Bonga and Luke Novak of Rothschild Investment Corporation Named Executive Elite Advisors
- Required Minimum Distributions For Qualified Retirement Plans
- TMA’s Retirement Trust Topped $100,000,000
- Investment Banking Advisory Announcement
- Fiduciary Roles and Responsibilities
- How to Avoid Illinois’ Forced Savings Plan
- Investing for the Long Term
- Sentinus CEO Announcement
- Sentinus BFG Merger Announced
- Oak Brook Move Announcement
Team Members
- Andrew Atseff, MBA
- Andy Janes, JD, CFA®
- Bart R. Bonga
- Bill Brown
- Britton Reynolds, CEPA®
- Catherine Cummings, MBA
- Chadwick J. Schlett, CFA® , MADS
- Cherie Chin
- Christian P. Geringer, CFP®
- Connor Ladone
- Curtis Ellergodt, CPA, MBA
- Curtis Wais
- Dan Knapp
- Daniel P. Hord, JD, CFA®
- David Dickman, CFP®
- Eric Kolkey
- Ethan Schmidt, CFP®, CRPC®
- Gabriella Kent, MBA
- Geninne Pregel
- Hunter Bonga
- Jack Newhouse
- Jack Rafferty, CFP®
- Jacki Mejdrich
- Jacqueline Sedlak
- James A. Franke, CFA®
- Joel E. Solomon, JD, MBA
- John McGrath
- Jonathan Kruger, ChFC, CLU
- Justin Monaco
- Kelly Lupa
- Kendall Peterson
- Kerri Langland-Wood, MBA
- Kim Valentino
- Kimberly Gibson
- Kyle DePasquale, MST
- Ladd E. Solomon, CFP®
- Lori Bourke
- Lori Bozich-Mendoza
- Luke J. Novak, AIF, JD
- Mac O’Brien
- Maria José Brown
- Nicholas Rubnitz, CFP®, CEPA®
- Patrick Wilson
- Paul E. Geringer
- Peter C. Jarrett, CFA®
- Peter Duong
- Phil Johnson, MBA
- Rebecca Dobson, MBA
- Rob Dawson, CFP®
- Roger C. Weissenberg, CFA®
- Ryan Carman
- Samuel P. Hord
- Scott Sindelar
- Shea Rush
- Stephanie Handzik
- Stephen Bâby
- Stephen McCormick
- Tyler D. Qualio, JD, CFP®
