Jack has dedicated almost 25 years as a trusted advisor helping clients achieve their financial goals. Before co-founding Newman Schimel in 2007, Jack developed a wealth of expertise working for Prudential Securities and Meslrow Financial. more »
Bryan Schimel, CFP®, JD
Bryan is a CERTIFIED FINANCIAL PLANNER™ professional and also an attorney. He co-founded Newman Schimel in 2007. Bryan developed investment expertise at the Chicago Board Options Exchange and as Senior Vice President at Mesirow Financial.
Patty has more than a decade of financial industry experience. She is responsible for daily client service and administrative functions. Our clients love Patty’s responsiveness to their every need.