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
President
Drew Grider, CFA
Purdue University alum and CFA Charterholder
Proud husband and father of three
Die-hard Cubs, Colts, and Purdue fan
Wealth Advisor
Timothy F Crandall, CPA
Founding member of Leelyn Smith’s investment advisory firm
Husband and proud father
Photography enthusiast
Chief Investment Officer
Brian Dorn, AIF®
Investment experience at Morningstar, Rydex Funds, and Arrow Funds
Proud husband and father of two
Martial arts enthusiast
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
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
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
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
Wealth Advisor
Charles Hartman
Wheaton Fire Dept pension board member
DePaul University
Die-hard White Sox and Bears fan
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
Relationship Manager
MaKinzie Stack
U of I Springfield alum
Joined the firm in 2013
Grew up on a farm in Central Illinois
Chief Compliance Officer
Ann Montgomery
University of Arizona alum
Loves the great outdoors
Enjoys making jewelry
Client Service Specialist
Laura Chamness
Lives in Oswego with her husband and four children
Die-hard Cubs fan
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
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
