Meet Our Wealth Management Team


Ronald F. Tuite, CTFA, MBA

Senior Vice President
Office: 630.425.5882
Cell: 630.360.0919
  • Over 30 years of experience working within the Wealth Management Industry
  • BS and MBA focused in Business Administration,  Elmhurst College
  • Certified Trust Financial Advisor
  • Licensed in Health and Life Insurance (Illinois)

Stephanie McDonald, CTFA

Senior Vice President
Office: 630.425.5870
  • Over 30 years of experience in wealth management, trust administration, and asset management.
  • Bachelor’s degree, University of Illinois at Chicago
  • Certified Trust Financial Advisor
  • Certified in Investments and Securities

Daniel N. Wlodek

Vice President
Office: 630.425.5876
Cell: 847.757.8336
  • Over 30 years of experience in banking, asset management and trust administration
  • BS, Elmhurst College
  • Graduate, American Bankers Association National Trust School

Vince Bailey

Wealth Advisor
Office: 630.425.5867
Cell: 630.347.7429
  • 19 years of experience providing clients financial solutions, investment advice, and wealth transfer and succession planning
  • Bachelor's degree, Southern Illinois University
  • FINRA Series 7, 66 and 24
  • Life and Health Insurance Licenses (Illinois, Indiana, Florida)

William Goode

Wealth Advisor
Office: 630.425.5848
Cell: 773.560.8039
  • 20 years of experience in all areas of the
    financial services industry (insurance/financial planning, portfolio management and construction)
  • Bachelor's degree, San Diego State University
  • MBA Economics, Adelphi University
  • FINRA Series 6, 65 and 63 Licenses
  • Life and Health Insurance Licenses
  • U.N. financial consultant for Nigerian Defence Advisor

Lisa Fabrizius

Wealth Advisor
Office: 630.425.5893
  • Over 23 years of experience within the wealth management industry

  • FINRA Series 7, 24 and 66
  • BS and MBA, Northern Illinois University
  • Licensed in Health and Life Insurance (Illinois)

Amber Holeck

Senior Trust Administrator
Office: 630.425.5671
  • Over 10 years of experience in the wealth management  industry
  • BA, North Central College

Sean Charnas

Trust Administrator
Office: 630.425.5874



































 Not FDIC insured / May lose value / Not financial institution guaranteed / Not a bank deposit / Not insured by any federal government agency