Team

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...

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...

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....

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...

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,...

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...