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...
Greg Johns
Director of Financial Planning
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...
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....
Julie McCormick
Personal Financial Analyst
Andrew Vinson, CFP
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...