Individual Wealth Management

At Midwest Wealth Management, we offer a comprehensive suite of services designed to address your specific needs, wherever you are in life. We work with you as a team to develop plans aligned with your values. Our advisors offer:

Financial Planning Strategies

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. Our advisors can assist with:

Retirement Planning Strategies
Income Planning Strategies
College Planning Strategies
Estate Planning Strategies
Cash Flow Analysis Strategies

Wealth Management

Our advisors strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:

Bonds
Stocks
Exchange Traded Funds (ETFs)
Mutual Funds
Government Securities
Professional Managed Accounts
Alternative Investments
Variable Annuities

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Insurance

Do you have the appropriate insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:

Life Insurance
Long-Term Care Insurance
Disability Insurance

Contact us today to learn more about how our personal, holistic approach to financial planning can help you and your family pursue your goals.

Contact

Office:	630.893.1946
Fax:	630.893.1948

kathy.diebold@lpl.com

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Experience Matters

As financial professionals, our firm is committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work diligently to develop a program that carefully balances investment strategies while aiming to preserve principal.

Knowledge is power. It’s also the foundation for informed, well-considered decisions. When you have retirement in sight, those decisions are vital in helping you pursu

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Featured Team Member

Kathy Diebold
Client Service Associate

Having over 15 years of administrative experience, Kathy brings a wealth of personalized service to our clients. Kathy also has 9 years in the banking industry. She is passionate about her organizational and communicative skills, as ...

Suzanne R. Linden, CFP®

Sue is passionate about helping working women who are responsible for their finances and are concerned about making the right financial decisions.

David McFeggan

During his 15 years of experience in the investment and financial planning business, Dave has always had a close and personal relationship with his clients. Before becoming a partner with Midwest Wealth Management, Dave was a...

David Olesen

Dave has 20 years of experience in the investment field. Before becoming a founding partner of Midwest Wealth Management, Dave was an Investment Representative with Edward Jones and TD Waterhouse. Prior to TD Waterhouse, he actively...

Eric Andresen

Eric has been advising senior investors for more than 14 years. Before becoming a founding partner with Midwest Wealth Management, Eric was an Investment Representative with a national securities firm. As an LPL Registered Principal, ...

Ernie Skiles

Ernie has developed close personal relationships with his clients over the years, and takes an interest in their personal as well as financial lives. Being an Independent LPL Financial Advisor allows Ernie to give objective advice to...

John Sias

John has been helping clients reach their financial goals for over 15 years. John and holds Series 7, 63, and 66 securities registrations through LPL Financial as well as life, health, and variable insurance licenses.

Barbara Kanies

Barbara has over five years of experience working in the financial services industry. She works closely with clients to organize their appointments and prepare paperwork for their meetings.

Melanie Oprenchak

With over ten years of customer service experience, Melanie enjoys bringing an energetic and detail-oriented level of service to clients. Melanie has worked with clients in both an administrative and service capacity and strives to...

Patrick Cox

With years of experience in the investment industry, Pat has developed a close connection with his clients. He strives to provide a unique experience for his clients, while helping to navigate changes his clients experience during...

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