Broker Check

Our Team

Les Goldstein

President, Chief Investment Officer

847-268-3670 ext 102

lgoldstein@securitiesamerica.com

Les Goldstein is the founder and president of Personal Financial Strategies, Inc., located in Park Ridge, IL. Les' mission is to help all Personal Financial Strategies, Inc. clients create a retirement lifestyle for themselves and to...

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Robert M. Hart, CFP®, CLU, ChFC
 

Senior Vice President

847-268-3670 ext. 107

rhart@securitiesamerica.com

Robert Hart is the vice-president of Personal Financial Strategies, Inc. and has worked in the financial services industry for over 31 years.He brings to the team his commitment to comprehensive financial planning with an emphasis on...

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Richard J. Heuberger

Financial Consultant

847-268-3670 ext. 103

rheuberger@securitiesamerica.com

Richard J. Heuberger is a Financial Consultant with Personal Financial Strategies, Inc. and a Registered Representative of Securities America Corporation. Rich has over 30 years of experience in consumer businesses in the Chicago area....

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Gregory P. Turza, JD

Consulting Estate Planning Attorney

847.674.0200

greg@legacylaws.com

Gregory Turza Gregory is an attorney, practicing exclusively in the field of estate planning, post mortem estate administration, and elder law. A member of the Illinois State Bar since 1974, Mr. Turza is also admitted to practice law...

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Amanda McCarthy

Client Services Manager - Law Offices of Gregory P. Turza

847.674.0200

mandie@legacylaws.com

Amanda has worked with Estate Planning Attorney Greg P. Turza for almost a decade, providing crucial follow-up with clients and helping them navigate through the nuances of planning, paperwork and legal terminology that can sometimes...

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Lawrence P. Brown, CPA, JD

Consulting Tax Planning Attorney and CPA

847.675.2263

lpbrownjdcpa@yahoo.com

Larry received his law degree from IIT-Chicago Kent College of Law in 1975 and his CPA designation from the University of Illinois in 1982. Larry won the Gold Medal on the Illinois CPA Examination for the highest score in Illinois, and...

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Anne Wallenberg

Executive Assistant

(847) 268-3670 ext. 101

anne.wallenberg@securitiesamerica.com

Anne Wallenberg has recently joined Personal Financial Strategies. She comes to us with 20 years of experience in the financial-insurance industry. She has worked in all areas of office administration, specializing in Customer Service....
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Sheri Adelson

Executive Administrative Assistant

(847) 268-3670 ext. 100

sadelson@securitiesamerica.com

Sheri Adelson started at Personal Financial Strategies in October 2011 as an Administrative Assistant to the President, Vice President and Office Manager. Sheri takes on many roles as an experienced hard working administrative...

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Alex Groeper

Director of Marketing and Technology

847-268-3670, ext 110

alex.groeper@securitiesamerica.com

A biochemist by education, and former private tutor for undergraduate medical students, Alex joined Personal Financial Strategies, Inc. in March of 2014, initially working as an adjunct assistant during the summer of 2014. Soon...
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Daniel Bondinell

Medicare Consultant

773-849-9933

insure606@gmail.com

Daniel Bondinell is the newest member of the Personal Financial Strategies, Inc. team. Daniel is a Medicare expert, with a passion for helping folks age 65 and older understand and successfully navigate our country’s ever-changing and...
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Rob Geller

Private Wealth Advisor - Vice President of Planning and Investment

(847) 268-3670 ext. 104

(888) 650-4861

rgeller@pfswm.com

Rob Geller is Vice-President of Personal Financial Strategies, Inc. He brings to the team an integrated approach to wealth management which includes both comprehensive planning capabilities and expertise in capital markets and...

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