Financial Advisor Northbrook

Alan has over 30 Years of experience in the securities and wealth management business. This includes serving on the institutional side up until 2003 and then extensively in private wealth management for the past 20 Years. During this time he worked at global investment banks including Morgan Stanley, Deutsche Bank, Credit Suisse and Wells Fargo. In 2019 he started his own RIA with Trails Edge Wealth Advisers acting in solely a fiduciary capacity. Alan received a finance degree from the University of Wisconsin in 1992 and lives in Northbrook with his wife Shelley and 3 children Evan, Eli and Alexis.

Glenn is currently the owner of Avista Wealth Management, an Illinois Registered Investment Advisory firm since 2009.  For over 20 years, he has served in various roles in both private wealth management and institutional equity research/sales for HOLT Value Associates, Credit Suisse and Orion Capital Management. Glenn received his Masters in finance from DePaul University and a BBA in finance and marketing from the University of Cincinnati.  At UC, he was also a three-year letterman at quarterback for the Bearcats.  Glenn and his wife, Pauline, have two college-aged children. 

Joanna has served in the private wealth management divisions of Morgan Stanley, Credit Suisse, and Wells Fargo advisors for over 15 years. She received her degree in Criminal Justice from Northwestern business College, and currently lives in Chicago with her husband Mayday and 4 children: Izabella, Maya, Yasmine, and Jacob