Broker Check

Team

Bob Leonardo

Financial Services Executive

Bob Leonardo is a Financial Services Executive of WWM Investments, LLC in Chicago, a firm with $500 million in assets under advisement. In his role, Bob provides families and business owners with comprehensive financial planning...

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Stephanie Follin

Director of Financial Planning

Stephanie Follin was promoted from Director of Operations to Director of Financial Planning in November, 2019. As the Director of Financial Planning, Stephanie is responsible for researching and preparing written financial plans...

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Kristin Kulasik

Director of Client Relations

Kristin Kulasik is the Director of Marketing and Client Relations for WWM. She processes new business, coordinates meetings, aids in servicing client cashiering needs as applicable, and manages marketing initiatives for Michael Riback....

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Kortney Young

Client Service Specialist

Kortney Young is the Client Service Specialist for WWM. She is responsible for operations, marketing and client servicing. Kortney came to WWM after five years in banking, where she was responsible for...

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Andy Faught, CFA, CFP

Sr Financial Planner

Andy has been a financial planner since 1999 after graduating Magna Cum Laude from Lipscomb University in Nashville with majors in Finance, Economics and Accounting. Andy and his wife Jennifer live in Nashville, with their two dogs,...

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Bryan Powell, CFP

Senior Financial Planner

Bryan takes a holistic approach to planning and develops plans to meet client’s short-term and long-term savings goals as well as their concerns with tackling debt, risk management, and estate planning issues. He grew up in...
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Julie McCormick

Personal Financial Analyst

Julie serves as a personal financial analyst within the planning team. She entered the financial services industry shortly after graduating college in spring 2016. Julie graduated summa cum laude from Christian Brothers University...
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Andrew Vinson, CFP

Senior Financial Planner

Andy has been in the financial planning industry for over 10 years and is in charge of all the systems, software and processes that are instrumental to the development and execution of client financial plans. He is responsible for the...

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