Katie Krase
Katie had the pleasure of joining Nadler Financial Group, Inc. in 2005, and she was honored to become a shareholder in 2021. Having joined the team early in the firm’s history, Katie has been vital in helping to create and implement the foundation of many firm processes and procedures. She has held many positions within the firm, and now proudly serves as the Director of Compliance and Systems. Katie has her finger on the pulse of industry trends and works diligently to implement creative strategies to help make our clients’ and team members’ lives better. Her input is integral in many areas of firm management and operations, including individual wealth management, corporate sponsored retirement plans, compliance, and technology. 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. In her free time, you can find Katie spending time with her husband, Ed, at local live music shows or hunting down vintage records, and spoiling her two dachshunds, Dexter and LeRoy.
Sherry Meszaros
Sherry began working with 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
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.
Laura Scholl
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.
Samie Trevino
Samie joined Nadler Financial Group, Inc. in December 2024, bringing seven years of experience in the hospitality and customer service industry. She has a passion for building meaningful connections, providing exceptional service, and creating positive experiences for both clients and colleagues. She takes pride in making people feel valued and ensuring every interaction is a great one. Outside of work, Samie enjoys exploring state parks, spending time with her dog, and seeing live music.
Michelle Weiner
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.
Brian Wendt
Brian joined Nadler Financial Group, Inc. in June 2025, bringing over 12 years of experience in the financial services industry. Prior to joining the firm, he held a variety of client service and operational roles, most recently serving as Manager of Client Operations at a mid-sized wealth management firm, where he led efforts to enhance client experience through streamlined processes and attentive service. Brian has built his career around a strong commitment to supporting clients through thoughtful communication, proactive service, and a genuine desire to help them navigate complex situations with clarity and confidence. His background in both operations and client engagement allows him to deliver a seamless, solutions-oriented experience. He earned his bachelor’s degree in Organizational Leadership with a minor in Economics from Illinois State University. Outside of work, Brian enjoys attending live events, cooking, and traveling with his family.