Skip to Main Content
Young Woman Doing Finances at Home

“Do I have enough money for retirement?”

If you don’t know the answer to this question, no problem—that’s what we’re here for. Our local Chicagoland advisors will meet with you personally to understand your entire financial situation and listen to your goals.

We will examine where you’re currently at, make recommendations, and determine where you need to get based on your anticipated retirement needs. Then we can run an analysis that shows whether or not you’ll have the cash flow needed to get there and adjust as needed.

The result? A personalized, step-by-step financial plan that sets you up for success.

The best financial advisor for you has a fiduciary responsibility.

Our team must abide by fiduciary duty, ensuring you receive the highest standard of ethics, honesty and transparency.

Putting your interests first

Fiduciaries like Byline are required to act in your best interest at all times, not their own. We’ll seek the best investment prices and terms and provide you with the same quality of advice we’d give ourselves.

Driven by honesty

Rest assured there will be no unlawful practices when working with a fiduciary advisor. No unauthorized trades, account churning, negligent actions or misrepresentation of you.

Be the trusted expert

A fiduciary financial advisor acts in good faith. We’ll always provide accurate and thorough advice, taking the time to educate you about your investments and providing all relevant facts.

Avoiding conflicts of interest

Never worry about getting sold poor-performing investments with high fees. Having a fiduciary obligation eliminates any way an advisor could use your assets to benefit themselves.

Meet the Byline team of CFP® Certified Financial Planner professionals.

Not every financial advisor you meet has a fiduciary responsibility, but you can have peace of mind knowing that our team certainly does. Always adhering to the principles of integrity and honesty in our client interactions is required in order for us to display the CFP® Certified Financial Planner title.

With decades of experience under their belts, our financial planning team is always available by phone, email, or even home visit to help make sure you are set up in the best possible position for a comfortable retirement.

title

Angela Hart, J.D., CFP®

Executive Vice PresidentHead of Wealth Management and Trust
title

Taylor Champion, CFA, CFP®

Vice PresidentSenior Portfolio Manager
title

Karen L. Rose, CFP®

Senior Vice PresidentTrust Officer
title

Michael Saetre, CFA, CFP®

Vice PresidentPortfolio Manager
Young family man and woman checking expenses

Financial advice designed to prevent you from running out of money in retirement.

Saving

Properly allocating your after-tax income is a critical component of good personal finance. We’ll sit down with you and help map out a spending plan, how to cut smaller unnecessary expenses, and determine how much to set aside for savings to align with your goals.

Managing debt

Even after developing a budget and cutting unnecessary expenses, debt can represent a significant roadblock to your long-term financial plan. Our financial advisors will analyze any existing debts and develop a payback strategy for you to get out of debt sooner.

Explore trust accounts and leave a legacy.

No financial strategy would be complete without factoring in your estate planning objectives. Our full-service wealth management team includes trust advisors who can walk you through your available options so you can make a generational impact.

Establishing a trust can offer you and your family many benefits, including:

  • Avoiding probate
  • Distribution of assets the way you’ve chosen
  • Reducing tax implications with charitable trusts
  • Efficient estate settlement

Explore Our Trust Services

Middle-aged man works on financial documents