Senior Vice President
Stephen J. Sperling joined the firm in 2007 and offers his clients a full suite of wealth management products and services. With more than 20 years of industry experience, he strives to provide sound investment advice and personalized financial solutions. Stephen’s philosophy is built on developing lasting relationships based on a thorough understanding of each client’s individual needs, risk tolerance, time horizon, and long-term investment objectives. He helps meet these goals with a comprehensive offering of securities, asset management, trust, and banking services.
Stephen previously held positions at Harris Bank and at LaSalle Financial Services as a Financial Advisor.
He holds a BS from Northern Illinois University and resides in Palatine, Illinois with his wife, Jill, and their four sons. Stephen is a member of the Palatine Chamber of Commerce and a board member of the Plum Grove Estates Property Owners Association. Stephen and his wife are also active in the American Liver Foundation of Chicago. He also holds FINRA Series 7, 63, and 65 Licenses in addition to Life, Health, and Variable Annuities Insurance Licenses.
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