Jack Newman

Jack Newman

For almost thirty years Jack has served 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 Mesirow Financial. What makes Jack such a special advisor are the personal connections he develops with clients. They become part of his extended family. Jack is married to his wife Christy and they have two sons, Mitchell and Jordan, as well as a furry friend, Sophie. Jack had an illustrious career as a professional racquetball player in the 1980’s and 90’s. He was consistently ranked in the top eight in the world for most of his career. In 2016, Jack was elected into the Illinois Racquetball Hall of Fame. With a passion for sports at the highest level, Jack now advises several NBA athletes.

Bryan Schimel

Bryan Schimel, CFP®, JD

Bryan is a CERTIFIED FINANCIAL PLANNER™ professional, which is widely regarded as the gold standard in financial planning. Bryan developed investment expertise as Senior Vice President at Mesirow Financial and at the Chicago Board Options Exchange. He co-founded Newman Schimel in 2007. 

Jack Newman

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.