Our People

Dustin Mendenhall

Partner/Wealth Advisor

Dustin is driven to help clients’ major life moments and serving as a steady, trusted advisor through each stage. His approach emphasizes that financial planning should guide investment strategy.

Joe brings over 13 years of experience in the financial services industry, with a strong focus on financial planning, asset management, risk management, and retirement strategies. His career has spanned firms of all sizes, giving him a...

Robert Naselli

Partner/Wealth Advisor, CPA

312.239.2560

Robert (Bob) Naselli brings more than 26 years of experience to accounting, auditing, and tax planning services. An Illinois Wesleyan University graduate, Bob has spent his entire career with Topel Forman, where he has been an...

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Our People

Dustin Mendenhall

Joe Clagg

Robert Naselli

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