Jack Newman

Jack Newman

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

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 Lucas

Patty Lucas

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.