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who to contactElliot Borge, CFP®, RICP, ChFC · Associate Wealth Managment Advisor · Phone:(630) 631-5482 Natalie Gamino · Insurance Service Specialist · Phone:(630) 723-5088 Cristy Marchis · Chief Operations Officer · Phone:(630) 264-3192 Dorel Marchis, CFP®, RICP, CLU, MA · Wealth Management Advisor · Phone:(630) 723-5062 about usDeveloping a financial plan as unique as your journey. We believe everyone should have a written comprehensive financial plan that gets reviewed regularly. While we specialize in planning for a financially secure retirement, we also focus on the particular planning needs of young professionals, women, and closely held businesses. Whatever stresses you out about your finances, we’re here to listen to your goals and serve as a trusted partner in developing a clear action-plan, bringing you financial success with peace of mind. Dorel and Cristy have lived in Wheaton since they married in 1998. They have been actively involved in the community through volunteering in the Wheaton schools, All Souls Church, and coaching in the Wheaton Park District. |