Team

Team

Our people are our DNA.

Our success—and your success—all begin with one thing. Our people.

From our advisors, who are part of the top 1% who hold both CFP® and CFA® designations to our CPAs with over 100 years of combined experience, we pride ourselves on offering only the highest level of expertise and education. However, we know that knowledge is only half of what is needed to create success. The other half is trust. Trust that starts with getting to know you, your goals, and your situation. Trust that our fiduciaries are legally bound to serving your best interests.

The Team

  1. Drew Grider, CFA
    President
    Drew Grider, CFA
    • Purdue University alum and CFA Charterholder
    • Proud husband and father of three
    • Die-hard Cubs, Colts, and Purdue fan
  2. Timothy F Crandall, CPA
    Wealth Advisor
    Timothy F Crandall, CPA
    • Founding member of Leelyn Smith’s investment advisory firm
    • Husband and proud father
    • Photography enthusiast
  3. Brian Dorn, AIF<sup>®</sup>
    Chief Investment Officer
    Brian Dorn, AIF®
    • Investment experience at Morningstar, Rydex Funds, and Arrow Funds
    • Proud husband and father of two
    • Martial arts enthusiast
  4. Samantha Young
    Chief Operating Officer
    Samantha Young
    • Lives in Wheaton, Illinois, with her husband and two children
    • Grew up in Logansport, Indiana
    • Avid foodie and cooking and baking enthusiast
    • Enjoys volunteering through her local church, planning events, and baking
  5. Tim Dillow, CFP®
    Director of Financial Planning
    Tim Dillow, CFP®
    • Lives in Wheaton with his wife and three children
    • Bachelor's degree from University of Wisconsin-Parkside
    • Spends most of his free time shuttling kids to swim meets, baseball tournaments, and music classes
  6. Christopher J Crandall, CPA
    Wealth Advisor
    Christopher J Crandall, CPA
    • Founding member of Leelyn Smith’s investment advisory firm
    • Master's in finance from Northern Illinois University
    • Loves spending time with family and his dog, Nala
  7. Jean Baert, CPA, CFP<sup>®</sup>, AIF<sup>®</sup>
    Wealth Advisor
    Jean Baert, CPA, CFP®, AIF®
    • Northern Illinois University alum
    • Jean is from a big family that just keeps getting bigger.  She cherishes her time with them and the laughter, joy and love that they bring her
    • Enjoys gardening and traveling
  8. Charles Hartman
    Wealth Advisor
    Charles Hartman
    • Wheaton Fire Dept pension board member
    • DePaul University
    • Die-hard White Sox and Bears fan
  9. Kevin Prendergast, CFP<sup>®</sup>, CFA
    Wealth Advisor
    Kevin Prendergast, CFP®, CFA
    • Lives in Park Ridge, Illinois, with his wife and young son
    • Grew up in Warwick, Rhode Island, and Palatine, Illinois
    • Enjoys learning about business, psychology, and tech, as well as all things sports, health, and fitness
  10. MaKinzie Stack
    Relationship Manager
    MaKinzie Stack
    • U of I Springfield alum
    • Joined the firm in 2013
    • Grew up on a farm in Central Illinois
  11. Ann Montgomery
    Chief Compliance Officer
    Ann Montgomery
    • University of Arizona alum
    • Loves the great outdoors
    • Enjoys making jewelry
  12. Laura Chamness
    Client Service Specialist
    Laura Chamness
    • Lives in Oswego with her husband and four children
    • Die-hard Cubs fan
  13. Wendi Svitak
    Client Service Specialist
    Wendi Svitak
    • Lives in Geneva, IL, with her husband, daughter, and son
    • Grew up in Downers Grove, Illinois
    • Earned her B.S. in business management from Eastern Illinois University and an MBA from Elmhurst College
  14. Kathy Maddox
    Office Manager
    Kathy Maddox
    • Lives in Maple Park with husband and two young children
    • Bachelor’s in elementary education from Northern Illinois University
    • Enjoys exploring small towns throughout the Midwest
  15. Michele Tomlinson
    Client Contact Coordinator
    Michele Tomlinson
    • CRM database manager
    • Proud wife and mother of two
    • Enjoys cooking and healthy living
Drew Grider
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