Our People


Kristin Beal is a Financial Advisor providing comprehensive wealth management to individuals, families, businesses, and organizations since 2007. She joined the firm in 2014. She develops and implements planning strategies for clients and advises corporations on their retirement plans. The advice Kristin provides helps clients create, grow, preserve, and distribute their wealth.

Before joining the firm, Kristin worked for Mesirow Financial and Ameriprise Financial. She graduated from the University of Chicago with a bachelor’s degree in International Studies and from the Harris School of Public Policy at the University of Chicago with a Masters of Public Policy. She holds FINRA Series 7 and 66 Licenses, in addition to Illinois Life, Health, Disability, and Long-Term Care Insurance Licenses. She serves on the board of The Ruth Page Center for Performing Arts. Additionally, she serves on the Advisory board for Governors State University’s College of Business and Prairie State College’s business department. She lives in Flossmoor, Illinois with her son.