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...

Greg Johns joined the firm as Director of Financial Planning in October, 2020. As the Director of Financial Planning, Greg is responsible for the daily execution and management of wealth operations. He supports the firm’s...

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 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....

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...

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...

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...