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


Financial Advisor/Owner
Tom has been offering his services to his clients for over 37 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 degree in Business 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, and 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 Advisor, Adam meets with new and 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.

 

Michael D. Kordas

Michael D. Kordas


Financial Advisor
Michael graduated from Southern Illinois University, Carbondale in 2014 where he received his Bachelor of Science degree in Finance and Financial Management Services. Michael began his career in 2015 at Wintrust Wealth Management as a Support Team Specialist. In 2017, Michael was promoted to Financial Consultant for the Strategic Advice Team. While at Wintrust Wealth Management, Michael obtained his Series 7 and Series 66 licenses.

As a Financial Advisor, Michael takes a holistic approach towards financial planning. His goal is to maximize the client experience by being deeply committed to client service. While offering customized income planning and asset allocation portfolios, Michael’s objective is to cultivate enduring relationships with clients to help them manage current success and plan for their future.