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Wealth Plans 4 Life™

Embrace Life. Exceed Expections.

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Jim Keller, CFP® joined the OnPath Financial network in 2008. Jim uses a comprehensive planning approach with the goal of helping his clients keep more of their hard earned dollars, and helping them grow and protect their investments....

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Robert Perez CFP®

Vice President

Rob is a CERTIFIED FINANCIAL PLANNER ™ Professional and he focuses on helping individuals and business owners create and maintain wealth. A 1993 graduate of the University of Illinois with a Bachelors Degree in Economics, Rob...

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Mark Powell CFP®

Vice President

Mark started his Financial Planning career in October 2000 after spending 20+ years in the military as an Army Aviator, retiring at the rank of Lieutenant Colonel. He specializes in retirement income and risk management strategies....

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Laura Deknatel

Client Service Associate

630-584-8100 x 114

630-584-8107

Laura has 8 years of financial services experience and joined our team in 2009. She is an integral part of keeping our client service at a high level. Her responsibilities include account set up and maintenance, communication,...

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