Staff

Our Team

Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 

Joseph Guin

Wealth Management Advisor
(847) 573-6815

Joseph Guin is a graduate of Millikin University with a Bachelor of Arts degree in Finance. In 1990, Joe was with a small boutique financial planning firm, working with clients in the areas of Wealth Management. In 1999, he became part of Northwestern Mutual.

Joe appreciates that he can educate clients in the area of wealth accumulation, as well as use a personal planning analysis to identify needs and provide complementary solutions.

He is the Chairman of the Investment Products and Services Field Committee, which studies ways to continually improve the strength of investment options available to clients. Joe is also a member of the Million Dollar Round Table (MDRT), the premier association of financial professionals.

 
 
Michael V Falcone

Michael V Falcone

Associate Wealth Management Advisor
Office 847-573-6823

Michael has been with Guin Financial since 2007. He is responsible for daily investment operations, which includes organization of client reviews and preparing personal planning analyses. Michael graduated from the University of Wisconsin-Madison with a Bachelor’s Degree in Sociology, specializing in Analysis and Research. He is securities registered and holds his Illinois Life and Health License.

 
Brendan Van Egeren

Brendan Van Egeren

Associate Wealth Management Advisor
Office 847-573-6811

Brendan joined Guin Finanical in 2016.  He helps develop comprehensive financial plans for our clients to help better understand their financial goals.  He previously worked as a Financial Representative for Northwestern Mutual.  Brendan earned his Bachelor’s Degree in Economics from Indiana University.
 

 
Amy B Wolfe

Amy B Wolfe

Director of Marketing and Communications
Office 847-573-6825
Fax 847-573-6841

Amy joined us in 2016 and is responible for the implementation of marketing, communications and public relations activities.  She provides operational support to our team and is your client relations contact.

 
Bernadeta A Jelinek

Bernadeta A Jelinek

Chief Operations Officer
Office 847-573-6814

Bernadeta is responsible for ensuring you receive a premiere wealth management experience at Guin Financial that mirrors our adopted mission and core values. She provides our day-to-day management and leadership, ensuring that our processes are streamlined and that our associates maintain the highest level of training to best serve our clients.

 

Joseph G Guin, AWMA®
Wealth Management Advisor


Guin Financial

 

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