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"This is a quote from a Coyle Leader. These can appear randomly from a few select quotes."

kevin Coyle

wealth advisor, principal

Every Step Together

About

Meet Our Dedicated Team of Financial Experts

At Coyle Financial, our dedicated team stands ready to guide you through your financial journey. Each member brings a wealth of knowledge, experience, and commitment, ensuring that every client receives personalized advice.

Together, we share a unified vision: to provide clarity, foster trust, and pave the way for your financial success.

Kevin's Team

Kevin's team, with relentless energy and determination, goes the extra mile to personalize their services by investing time in understanding each client's unique financial goals, values, and preferences.
Team Lead:
Kevin Coyle
Location:
Glenview, IL
Kevin Coyle

Kevin Coyle

Wealth Advisor, Principal

Rebecca Fragassi

Rebecca Fragassi

Service Advisor, CFP

Katarzyna Kasiarz

Katarzyna Kasiarz

Client Services Associate

Gary's Team

Gary and his team prioritize long-term relationships, establishing trust and fostering loyalty by providing attentive service and reliable support.
Team Lead:
Gary Klaben
Location:
Glenview, IL
Gary Klaben

Gary Klaben

Wealth Advisor, Principal

Rachelle Rodman

Rachelle Rodman

Service Advisor, CFP

Aleksandra Jurkowski

Aleksandra Jurkowski

Client Services Associate

Adam's Team

Adam and Sabrina are fully committed to providing their clients with a considerate and tailored service, characterized by continuous attentiveness and care.
Team Lead:
Adam Blonsky
Location:
Glenview, IL
Adam Blonsky

Adam Blonsky

Wealth Advisor, Partner

Sabrina Hilbert

Sabrina Hilbert

Client Services Associate

Jenny's Team

Jenny’s approach is personalized and results-oriented, ensuring that her clients receive tailored strategies to achieve their goals.
Team Lead:
Jenny Selvaggio
Location:
Glenview, IL
Jenny Selvaggio

Jenny Selvaggio

Wealth Advisor

Derek Kyler

Derek Kyler

Support Advisor

Will's Team

Will and his team have a nurturing approach when educating clients about how to take control of their financial lives.
Team Lead:
Will Palmer
Location:
Naples, FL & Fort Myers, FL
Will Palmer

Will Palmer

Wealth Advisor

Kiersten Collins

Kiersten Collins

Client Services Associate

Operations & Investments

Team Lead:
Dave Smestuen
Location:
Glenview, IL
Dave Smestuen

Dave Smestuen

Chief Operating Officer

John Finley, CFA

John Finley, CFA

Chief Investment Officer

Ryan June

Ryan June

Operations Manager

Megan Merrigan

Megan Merrigan

Implementation Manager

Vicki Schauer

Vicki Schauer

Financial Planning Specialist

Rahul Shirahatti

Rahul Shirahatti

Operations Associate

Marketing & Administration

Team Lead:
Location:
Glenview, IL
Katie Hickman

Katie Hickman

Head of Marketing

Chanyn Pieper

Chanyn Pieper

Compliance & HR Associate

Karyn Lachenschmidt

Karyn Lachenschmidt

Office Manager

careers

Dive into a culture of open communication, collaboration, and client-focus with our dynamic team.

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Contact

Let's Begin

Start the conversation today by reaching out to our team.

phone:
847-441-5644
Fax:
847-441-5258
email:
info@coyle.com