Meet Daniel

Bradley Weiss is a planner at heart.  That, coupled with a diverse background in the arts and sciences, motivated him to the world of finance.  With a degree in Zoology from the University of Wisconsin – Madison, and a successful career as a professional chef, Brad brings a unique blend of expertise to financial planning.  From the precision of recipe creation to the art of delivering exceptional service, Brad’s culinary experience has honed skills such as attention to detail, adaptability, and the ability to simplify complex concepts for clients.

A genuine passion for connection has provided Bradley the opportunity to work with a wide range of clients and their needs.  From faculty and staff at schools to business owners and executives, he understands the intricate financial landscape and can tailor solutions to suit his client’s needs.  When he is away from work, Bradley enjoys spending time with his wife, two daughters, son, and dog.  Reach out to Bradley to discuss further.

Daniel has been in the financial services industry his entire career.   Dan earned his “Chartered Financial Analyst” Designation while working as an investment analyst on the institutional side of the business.  In 2002 he joined Equitable and has been working with individual and small businesses in the areas of retirement and financial planning.  Dan’s objective is to help each and every client by educating them on and simplifying the various strategies available to help clients reach their goals.  Dan and his wife have 2 kids, live in Lagrange Park and enjoy hanging out with friends and family, watching his kids sporting events and enjoying the outdoors.

Jim has been working for Equitable since 1997. Prior to starting this position, he had a nine-year career in the National Football League as a linebacker for both the Chicago Bears and Green Bay Packers - including being a rookie on the Bears' 1985 Super Bowl Team. As an advisor since 1997, Jim has enjoyed providing his clients genuine financial services in both life and health insurance as well as wealth management. Jim along with his wife Amy have four grown children and seven grandchildren. Outside of work and family, Jim stays active swimming, playing golf, and working in his yard.

CA insurance license #0F74757

Jamie began his career in 2016 immediately following graduation from Augustana College. As a member of the Retirement Benefits Group, he focuses on working with individuals, families, educators, and local governments with an emphasis on retirement planning and investment management. Jamie is passionate about helping his clients achieve financial security and peace of mind in their retirement years. He prioritizes client relationships and building trust through educating clients about the many options available to them. By empowering individuals with knowledge and personalized strategies, Jamie aims to make a positive impact on their financial well-being. When out of the office, Jamie and his wife enjoy competing in local sports leagues, spending time outside with their puppy, snowmobiling, and cheering for the Chicago Cubs.

Jared started his career in financial services in 2012. After majoring in finance at Loyola University Chicago he decided to pursue a career as an advisor specializing in retirement planning and wealth management. He seeks to make a difference in his clients’ lives by helping them grow their net-worth and achieving long-term financial security. As a former collegiate athlete, he loves staying active and playing sports, especially golf.

Jonathan has been in the financial services industry since 2003. His passion is helping individuals and families, and prides himself on being empathetic and available anytime his clients need anything. Jonathan is married with three children, and his family has lived in the northern suburbs of Chicago since 2016. In his spare time, he enjoys swimming, running, walking his dog, and strength training, and a little basketball on the driveway. He’s been on the Board of Directors of the Zacharias Sexual Abuse Center since 2014.

CA insurance license #0E55554

Jordan Neft provides administrative support services only.  

Julie Tarter provides administrative support services only.  

Ryan started his career in 2012 after graduating from the University of Iowa. Ryan enjoys taking time to get to know his clients on a personal level to best help them achieve their financial goals. Every client is different and time is required to understand their perspectives. When not working, he enjoys spending time with his wife Shannon and dog, Andie. You’d also be hard pressed to find a bigger Iowa Hawkeye fan.

Tim started his career in 2017 after graduating from the University of Dayton. His mission is to empower everyday individuals with the knowledge and tools needed to achieve their personal financial goals. He has a passion for simplifying complex financial concepts and strives to make financial planning digestible for everyone. He enjoys spending time outdoors any chance he gets and rooting for Chicago sports.

Todd joined Equitable (formerly AXA) March 2002 after a career change as an account manager.  He has a passion for helping client’s plan for retirement and their financial future.  He earned his CFP in 2007, focusing on making retirement planning understandable and accessible for everyone he works with.  Todd enjoys spending time with his wife, two children, and extended family during his free time.