Our team

Our company is built on a solid foundation of excellent client service and in-depth industry knowledge.

Biographies

Joe Lyons

Managing Partner
847.382.2600 x231
josepha.lyons@lpl.com

Keith Mooney

Managing Partner
847.382.2600 x229
keith.mooney@lpl.com

Jeff Scheider

Branch Operations Manager
847.382.2600 x232
jeff.scheider@lpl.com

Greg Scheider

LPL Registered Sales Associate
847.382.2600 x223
greg.scheider@lpl.com

Misty Parrillo

Client Services Associate
847.382.2600 x226
misty.parrillo@lpl.com

The CFP® certification process consists of initial requirements in the areas of Education, Examination, Experience and Ethics (known as "the four Es"). Applicants for certification must also have a bachelor's degree (or higher), or its equivalent, in any discipline, from an accredited college or university in order to obtain CFP® certification. Once you have successfully met the requirements and completed the initial certification process, you will need to meet ongoing education and disclosure requirements to maintain CFP® certification.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

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