Our People

It's All About Our People

Our highly-trained office professionals place an old-fashioned emphasis on personalized customer service. We work hard to see that our clients’ needs and accounts are serviced efficiently and confidentially keeping in mind that our clients are the most important aspect of our business.

Thomas A. Nestlehut

Thomas A. Nestlehut


President/Owner
Tom has been offering his services to his clients for over 35 years. He firmly believes that clients want to discuss their planning needs in person. By discussing their desires and listening to their concerns, he can establish a relationship that can last a lifetime. "We are not transactionally focused, we are relationship people. By creating a high level of trust and confidence, we will help you reach your financial objectives."

Tom personally enjoys addressing financial planning objectives and issues with his clients. He has also been invited to be a media contributor when discussing financial planning issues. He has authored numerous planning articles in various newspapers and co-authored a book titled, "Wealth Enhancement and Preservation."

Adam J. Beierle

Adam J. Beierle


Financial Advisor
Adam graduated from Eastern Illinois University in 2009 where he received his Bachelor of Science in Business degree with a focus in Finance. Adam started working for Charles Schwab in 2010 and became a registered broker once he obtained his series 7, 63, 66, Life, and Health insurance licenses. While working as a broker, Adam placed trades for clients and also performed research on the markets as well as individual stocks and mutual funds. In 2012, Adam was promoted to the Associate Financial Consultant position in the Chicago office.

As a financial consultant, Adam met with existing clients to plan for long-term goals through conversations about diversification, asset allocation and portfolio rebalancing. Adam is committed to servicing his clients to help them meet their financial goals.