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. However, what really makes Jack such a special advisor is the personal connections he develops with clients.
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Bryan Schimel, CFP®, JD
Bryan is a CERTIFIED FINANCIAL PLANNER™ professional, which is widely regarded as the gold standard in financial planning. As a CFP® practicioner, Bryan is held to the highest ethical and professional standards in the industry. 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.
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.