Michael Nadler, CPA, CFP®

Founder and President, Co-CIO
847-940-4040

Firm founder and President, Michael heads the investment advisory, personal financial planning and wealth management services of the Nadler Financial Group. Mike is a Certified Financial Planner (CFP®), a Certified Public Accountant (CPA), and has obtained the Personal Financial…

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Firm founder and President, Michael heads the investment advisory, personal financial planning and wealth management services of the Nadler Financial Group. Mike is a Certified Financial Planner (CFP®), a Certified Public Accountant (CPA), and has obtained the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants. Prior to founding the Nadler Financial Group he was Director of Financial Services for Waterstone Financial Group, a regional investment firm. He began his career as a tax accountant with Price Waterhouse after graduating with high honors from the University of Illinois-Champaign with a bachelor’s degree in Accountancy. He received his professional education in financial planning from the College for Financial Planning in Denver, Colorado.

Wealth Managers

Rebecca Raff, CFP®

Senior Wealth Manager & Director of Financial Planning
847-940-4040

As Senior Wealth Manager, Rebecca works with many of the firm’s personal wealth management clients to help them achieve their financial goals. Two areas of particular interest for Rebecca include Social Security planning as well as retirement planning…

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As Senior Wealth Manager, Rebecca works with many of the firm’s personal wealth management clients to help them achieve their financial goals. Two areas of particular interest for Rebecca include Social Security planning as well as retirement planning for small business owners. She also helps advise many of the firm’s 401(k) plan clients, and enjoys providing investment and 401(k) plan education to plan participants. Rebecca also dedicates much of her time to internal firm operations as the Director of Financial Planning. Rebecca currently serves on the firm’s Investment Committee, which oversees the firm’s overall investment philosophy and financial planning framework.

Prior to joining the firm in 2011, Rebecca gained several years of experience in the financial markets working at a firm that specialized in trading equity options. Rebecca is a Certified Financial Planner (CFP®) and completed the financial planning coursework through Northwestern University’s School of Continuing Studies. Rebecca graduated from the University of Illinois at Urbana-Champaign with a bachelor’s degree in Economics and a minor in Mathematics. In her spare time, Rebecca enjoys running, cooking, and spending time with her husband and young daughters.

David Rosenberg

Director of Investment Management, Co-CIO
847-940-4040

David joined Nadler Financial in 2008. David works in a significant capacity with investment research, investment implementation, client relationship management, and financial planning. David helps lead the firm’s Investment Committee, which oversees the firm’s overall investment philosophy and financial…

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David joined Nadler Financial in 2008. David works in a significant capacity with investment research, investment implementation, client relationship management, and financial planning. David helps lead the firm’s Investment Committee, which oversees the firm’s overall investment philosophy and financial planning framework. David is also on the firm’s Compliance Committee. David graduated from Northwestern University with a bachelor’s degree in Economics. While at Northwestern, David was the founder and President of the Delta Sigma Pi business fraternity. In his spare time, David is President of the Chicago-based political action committee, CityPAC, and a member of the Young Leadership Council of AIPAC.

Daniel Dutile, CFA®, CFP®

Wealth Manager
847-940-4040

Prior to joining the firm in 2015, Dan was a research analyst for a Chicago-based investment management company. He is a Chartered Financial Analyst (CFA) with over 20 years in investment management. Dan earned a bachelor’s degree…

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Prior to joining the firm in 2015, Dan was a research analyst for a Chicago-based investment management company. He is a Chartered Financial Analyst (CFA) with over 20 years in investment management. Dan earned a bachelor’s degree from the University of Notre Dame and a master’s degree from the University of Chicago Booth School of Business. Dan currently serves on the firm’s Investment Committee, which oversees the firm’s overall investment philosophy and financial planning framework. He completed the rigorous requirements of CFP® certification and earned the CERTIFIED FINANCIAL PLANNER™ designation, the standard of excellence for personal financial planning.

Achim von Bodman, CFP®

Wealth Manager
847-940-4040

Achim joined Nadler Financial Group in 2016 with over 18 years’ experience in portfolio management and financial planning. Achim’s previous experience includes working as a wealth manager for other registered investment advisors in the Chicago area as well as…

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Achim joined Nadler Financial Group in 2016 with over 18 years’ experience in portfolio management and financial planning. Achim’s previous experience includes working as a wealth manager for other registered investment advisors in the Chicago area as well as for a bank trust company in Champaign, Illinois. Achim currently serves on the firm’s Investment Committee, which oversees the firm’s overall investment philosophy. Achim earned a Bachelor of Arts degree in Economics from Northern Illinois University. He completed the rigorous requirements of CFP® certification and earned the CERTIFIED FINANCIAL PLANNER™ designation, the standard of excellence for personal financial planning.

Ross Cohen, CFP®

Wealth Manager
847-940-4040

Prior to joining Nadler Financial Group in 2016, Ross gained several years of experience as a Financial Advisor at Chicago area wealth management firms, where he was responsible for portfolio management and creating comprehensive financial plans for individuals….

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Prior to joining Nadler Financial Group in 2016, Ross gained several years of experience as a Financial Advisor at Chicago area wealth management firms, where he was responsible for portfolio management and creating comprehensive financial plans for individuals. Ross earned the CERTIFIED FINANCIAL PLANNER™ designation, the standard of excellence for personal financial planning. Prior to that, Ross earned a Bachelor of Science degree with High Honors from the University of Illinois at Urbana-Champaign. Outside of work, Ross enjoys playing hockey and traveling.

Philip Sloan, CPA, CFP®

Associate Wealth Manager
847-940-4040

Phil joined Nadler Financial Group in 2017. Prior to that, Phil spent over a decade at Ernst & Young, most recently as a Senior Manager in Tax Services, specializing in corporate tax planning and financial statement preparation, audit, and…

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Phil joined Nadler Financial Group in 2017. Prior to that, Phil spent over a decade at Ernst & Young, most recently as a Senior Manager in Tax Services, specializing in corporate tax planning and financial statement preparation, audit, and reporting for large, multinational companies. He is a licensed Certified Public Accountant (CPA) in the State of Illinois and a Certified Financial PlannerTM (CFP®) practitioner authorized by the CFP Board of Standards. He has earned the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from the American College of Financial Services and possesses the Personal Financial Specialist (PFSTM) credential issued by the American Institute of Certified Public Accountants. These certifications are awarded to those individuals who have met rigorous education, experience, ethical, and examination requirements and who can offer expert advice on a broad range of financial topics including financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investments, and retirement and employee benefits planning. Phil graduated from the University of Illinois at Urbana-Champaign with a master’s degree in accountancy with specialization in taxation along with bachelor’s degrees in both accountancy and finance. He received his professional education in financial planning from the University of Georgia Terry College of Business in Athens, Georgia. Outside of work, Phil spends as much time as possible with his wife and young son and daughter. He is an avid sports fan (Blackhawks, White Sox, Bears, Georgia Bulldogs) and enjoys traveling abroad with his family.

Matt O’Malley, CFP®

Associate Wealth Manager
847-940-4040

Matt joined Nadler Financial Group in 2018. Prior to that, Matt gained experience at several wealth management firms in Chicago where he was responsible for constructing and managing portfolios and creating financial plans for individuals and corporations. Matt completed…

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Matt joined Nadler Financial Group in 2018. Prior to that, Matt gained experience at several wealth management firms in Chicago where he was responsible for constructing and managing portfolios and creating financial plans for individuals and corporations. Matt completed the rigorous requirements of the CFP® certification and earned the CERTIFIED FINANCIAL PLANNER ™ designation, the standard of excellence for personal financial planning. Matt graduated from Indiana University with a Bachelor of Science degree. Outside of work, Matt enjoys spending time with his wife and dogs, cooking, and exploring the city of Chicago. As a native of Indianapolis, he is a devoted Colts, Pacers, and Hoosiers fan.

Operations

Katie George

Senior Operations Manager/Director of Operations
847-940-4040

Katie started with Nadler Financial Group in 2005 working with the operations’ team. Since then, she has advanced her career, working through the ranks, and now holds the positions of Senior Operations Manager and Director of Operations. Her focus…

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Katie started with Nadler Financial Group in 2005 working with the operations’ team. Since then, she has advanced her career, working through the ranks, and now holds the positions of Senior Operations Manager and Director of Operations. Her focus areas include corporate sponsored retirement plans, insurance, individual wealth management, portfolio administration, college planning, and a broad range of client services. Katie is licensed in the areas of life and health insurance. Prior to working for Nadler Financial Group, Inc. she worked for Country Companies in Bloomington, Illinois in the property and casualty insurance claims division. Katie graduated from Illinois State University with a Bachelor of Science Degree in Marketing with a minor in Accounting.

Colleen Casper

Colleen Casper

401k Plan Operations Manager
847-940-4040

Colleen joined Nadler Financial in 2018 with over 15 years’ experience working with qualified retirement plans. Colleen’s previous experience includes all aspects of qualified retirement plan operations including providing service and support to plan participants and professionals, plan administration, recordkeeping,…

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Colleen joined Nadler Financial in 2018 with over 15 years’ experience working with qualified retirement plans. Colleen’s previous experience includes all aspects of qualified retirement plan operations including providing service and support to plan participants and professionals, plan administration, recordkeeping, compliance testing, and auditing. Colleen earned a bachelor’s degree in Business Administration/Human Resources from Roosevelt University. When she is not working, Colleen enjoys volunteering/fostering for animal rescues.

Rick Mawrence

Operations Manager
847-940-4040

Rick joined Nadler Financial Group in 2014 with experience in a variety of operational roles. He has held the positions of Director of Operations, Operations Manager and Financial Analyst for several companies including Ameritech Cellular and JMB Realty. Rick received…

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Rick joined Nadler Financial Group in 2014 with experience in a variety of operational roles. He has held the positions of Director of Operations, Operations Manager and Financial Analyst for several companies including Ameritech Cellular and JMB Realty. Rick received his B.S. in Finance from DePaul University and his MBA from the Keller School of Management.

Sherry Meszaros

Operations Manager
847-940-4040

Sherry began working with the Nadler Financial Group in 1999. She has held many different positions in the company as she has worked her way up from an entry level role to her current position. Sherry specializes in corporate…

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Sherry began working with the Nadler Financial Group in 1999. She has held many different positions in the company as she has worked her way up from an entry level role to her current position. Sherry specializes in corporate sponsored retirement plans as well as individual investment accounts. Sherry graduated with honors from Purdue University with a Bachelor of Science degree in Financial Counseling and Planning as well as a Bachelor of Science degree in Consumer Affairs. In her free time, Sherry volunteers with Willow Creek Community Church preparing tax returns with the Volunteer Income Tax Assistance program. She also volunteers with their Care Center in their financial services department helping individuals with budgeting, retirement planning and other financial situations.

Rachelle Palmer

Operations Manager
847-940-4040

Rachelle joined the company in 2014 with over four years of experience assisting financial professionals and in client services. She enjoys her current support role to the wealth managers as well as offering a wide range of client services….

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Rachelle joined the company in 2014 with over four years of experience assisting financial professionals and in client services. She enjoys her current support role to the wealth managers as well as offering a wide range of client services. Rachelle graduated from Appalachian State University with a major in Business Management and a minor in Art. She spends her free time outdoors, practicing yoga and cooking.

Susan Paweleck

Susan Paweleck

Client Care Coordinator
847-940-4040

Susan joined Nadler Financial in 2018 as the firm’s Client Care Coordinator. This is a second career for Susan. Prior to joining Nadler Financial, Susan spent sixteen years pursuing her passion for helping children working as an elementary school…

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Susan joined Nadler Financial in 2018 as the firm’s Client Care Coordinator. This is a second career for Susan. Prior to joining Nadler Financial, Susan spent sixteen years pursuing her passion for helping children working as an elementary school health clerk. In her free time, Susan loves spoiling her grandkids and dog, she also volunteers at homeless shelters in her community. Susan looks forward to providing a great experience for all Nadler Financial Group clients.

Laura Scholl, CPA

Client Service Associate
847-940-4040

Laura has over nine years of experience in the financial services industry. Previously, she was a Client Associate at a local financial planning firm where she supported advisors in all phases of account administration and trade execution. Laura also…

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Laura has over nine years of experience in the financial services industry. Previously, she was a Client Associate at a local financial planning firm where she supported advisors in all phases of account administration and trade execution. Laura also worked for several years as a Certified Public Accountant with KPMG Peat Marwick and Prudential Realty Group. Laura earned a Bachelor of Business Administration from the University of Wisconsin – Madison and a Masters of Business Administration from DePaul University. When she’s not working, Laura enjoys spending time with her husband and children traveling, attending the theatre and cheering on all the Chicago sports teams.

Michelle Weiner

Practice Administrator
847-940-4040

Michelle joined Nadler Financial in 2010 and has fulfilled a variety of roles, including assisting our Wealth Managers with client service and operational responsibilities. This is a second career for Michelle. She earned her B.S. in psychology at the…

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Michelle joined Nadler Financial in 2010 and has fulfilled a variety of roles, including assisting our Wealth Managers with client service and operational responsibilities. This is a second career for Michelle. She earned her B.S. in psychology at the University of Illinois at Urbana-Champaign and went on to earn an M.A. degree in school psychology at Northern Illinois University. Michelle worked as a school psychologist for 8 years prior to staying at home with her twins in 2005.