Jack Newman

Jack Newman

For almost 30 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 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 during this period. In 2016, Jack was elected to the Illinois Racquetball Hall of Fame. With a passion for sports at the highest level, Jack now advises several NBA athletes.

Jack Newman

Bryan Schimel, JD

Bryan is passionate about helping clients achieve their goals. He has extensive knowledge of the financial markets and is an experienced financial planner. Bryan co-founded Newman Schimel after serving as Senior Vice President at Mesirow Financial. He earned a law degree from Loyola University Chicago School of Law. Bryan enjoys spending free time outdoors biking and hiking with family and friends.

Jack Newman

Patty Lucas

Patty has over 20 years in the financial services industry. She is responsible for daily client service and administrative functions. Our clients love Patty’s responsiveness to their every need.