Warren Arnold
Currently teaching:
Investment Planning
Financial Plan Development and Presentation
Warren Arnold is a wealth planning professional who spent more than 20 years advising individuals and families. He specialized in wealth planning with an emphasis on retirement planning, portfolio design, cash flow analysis, estate planning, and risk management. His integrated consultative approach helped clients develop strategies to achieve their financial goals.
Recently retired, Warren currently provides pro bono financial planning advice for three different not for profit organizations. He works with young adults, recently widowed individuals, and cancer patients providing them with financial planning advice. He also volunteers in area high schools and community colleges teaching financial literacy programs.
Warren retired from Northern Trust. Previous to that, he worked at Sullivan, Bruyette, Speros, & Blayney and BMO Harris Bank. At these firms he specialized in comprehensive financial planning.
He received his B.S. degree in electrical engineering from the University of Illinois Urbana- Champaign and an M.B.A. from DePaul University in Chicago. He is Chartered Financial Analyst (CFA), Certified Financial Planner™ (CFP ®) certificant, and holds the Chartered Financial Consultant (ChFC) designation.
Warren is a member of the CFA Institute, the CFA Society of Chicago, the Financial Planning Association (FPA), and the FPA of Illinois.
Warren is an adjunct instructor at Northwestern University and the University of Illinois Chicago (UIC) teaching financial planning classes.
Managing Director – Northwestern Mutual Chicago, Rosemont Office
Private Wealth Advisor – Canale Financial Group
Making a lasting impact on others drives Tom Canale. By remaining true to the values of integrity, growth, accountability and impact, his leadership has earned him recognition.
In a career spanning close to 30 years, Tom has led clients to prioritize what really matters through full-picture financial planning. With competency and compassion, he has established long-term relationships that empower clients to align their actions with their vision for life.
A Forbes Best-in-State Wealth Advisor, Financial Security Professional, and Crain’s Chicago Business “Chicago’s Notable Advisors,” he is recognized for his industry experience and leadership of an established wealth management practice focused on professionals and entrepreneurs.
Tom’s expertise in special needs planning has allowed him to develop an understanding of the unique circumstances surrounding the financial needs and goals of families with a loved one with special needs.
He was among the innovators who developed Northwestern Mutual’s Special Steps program, which guides families in maximizing their financial resources. In 2024, Envision Unlimited honored him with the Bright Futures Humanitarian Award for his role as a changemaker, compassionate champion and tireless advocate for people with disabilities.
Tom is a firm believer in continued professional development. His credentials include Certified Financial Planner®, Chartered Special Needs Consultant®, Chartered Financial Consultant®, and Chartered Life Underwriter®. He has a bachelor’s degree in business from Marquette University.
Tom is married to Melanie, and they have two sons, Justin and Brendan.
Linda Coffey, CFP®, CDFA®, CRPS®, is a Vice President for EP Wealth Advisors, serving as lead advisor on client relationships providing comprehensive financial planning services. She has over 25 years of experience providing high net worth individuals and institutions investment guidance. Prior to joining EP Wealth, Linda worked for an RIA as an independent advisor, and previously was a Senior Consultant and co-founder of DiMeo Schneider & Associates. Linda holds a B.A. in Finance from Western Illinois University. Linda is a member of the Financial Planning Association and serves in various non-profit roles.
Jacob Hartz serves as Managing Director at NFP Insurance Solutions, one of the premier and largest wealth transfer consulting and insurance planning firms in the country. He is responsible for advising ultra-high net worth families and their businesses, providing solutions that integrate insurance and estate planning. He also works with corporate clients structuring executive carve-out benefit programs and efficiently providing liquidity for buy-sell obligations.
After graduating from the Benjamin N. Cardozo School of Law at Yeshiva University with a focus on tax, trusts and estates, Jacob began his career at a single family office-owned private holding company called GVW Group in Highland Park IL. There he performed due diligence for unique investment opportunities and ran special projects for the firm’s operating companies, working closely with the Chairman and various executive committees.
Upon leaving GVW, Jacob began his own wealth advisory practice in the Chicago office of Lenox Advisors, a New York-based private-client financial planning and asset management firm with an insurance brokerage business owned by NFP. At Lenox, Jacob and his team of financial planners built a reputation helping high net worth clients mitigate taxes, plan for retirement and leave a legacy for future generations using insurance-backed strategies.
Jacob moved his practice to NFP Insurance Solutions in 2020 to focus exclusively on serving the ultra-high net worth community with sophisticated insurance expertise, marrying his legal training in estate planning to his experience as both a single-family office generalist and a private-client advisor. He consults clients on complex techniques involving life insurance finance, private placement life insurance, split-dollar arrangements and philanthropic planning.
Jacob resides in Chicago’s Lakeview neighborhood with his wife and children. In addition to volunteering on working committees for Partners Financial, he is a member of Finseca and the Chicago Estate Planning Council. Outside of work he is a racquet sports enthusiast and enjoys spending time with his family.
Linus Park
Linus is the Investment Director for McAdam LLC, a fast-growing RIA, based out of Philadelphia with offices in Chicago, Boston, and Washington D.C. area. He serves as the lead portfolio manager managing over $1 Billion in AUM. He also functions as an advanced case consultant for complex planning cases or high-net worth clients with more sophisticated planning or investment needs.
Linus is a magna cum laude graduate of Northwestern University with a Bachelor of Science degree in double major of Economics and Organizational Behavior. He also earned a Master of Science in Finance degree from the College for Financial Planning.
He is a Chartered Financial Analyst (CFA) charter holder and a Certified Financial Planner (CFP®). He is a member of the CFA Institute, the CFA Society of Chicago, and the Financial Planning Association (FPA).
Tammy Wener, CFP®, MBA, RICP® recently joined Mosaicfi Wealth Management as a Partner and the Direction of Financial Planning. Prior to joining Mosaicfi, she was the co-founder of RW Financial Planning, LLC which provided hourly and project-based financial planning services for clients. She utilizes her 20+ years of experience in the financial planning and estate planning fields to help clients take control of their finances and plan for today and tomorrow. Getting to know her clients and learning something new each day are her favorite parts of the job.
Tammy is a frequent speaker on financial planning topics and has been quoted in media outlets such as AARP, CNBC, CNN Money, and Forbes. In her spare time, she volunteers teaching financial literacy programs for domestic violence survivors. Tammy lives in Vernon Hills with her husband, two children, and one crazy dog.
Charles Williams is chief executive officer of Finspire, LLC. Previously, Williams worked at Sheridan Road focusing on its retirement plan consulting business and for Leumi Investment Services as a senior investment adviser and retirement plans coordinator, specializing in financial planning, asset management, and corporate plan services for high-net-worth business owners. Williams was also involved in corporate retirement plan design, sales, and implementation for domestic clients. A chartered retirement plans specialist, accredited investment fiduciary, accredited asset management specialist, chartered retirement planning counselor, and certified financial planner, he holds Series 6, 7, 24, and 66 licenses as well as life and health insurance licenses. Williams received an BS in finance from DePaul University and an MBA with a concentration in marketing from DePaul’s Kellstadt Graduate School of Business.
Jim Zacher has been a CFP since 2004 and has been in the financial industry since 1990. He is a Financial Advisor with Stifel Investment Services and has also been a Private Banker with Morgan Stanley, Merrill Lynch, MB Financial, BMO Harris and Pinnacle Bank. Zacher specializes in assisting high net worth clients who have complex tax returns or unique transactions. He has been teaching the Income Tax Planning course since 2008 and holds a Series 7, 63 and 65 as well as life and health insurance licenses.