Anna Chaiken

Vice President

How I Arrived At RWM

“I’ve been in the financial world for over a decade, beginning with my fellow Chicago colleagues in a small independent firm here in Chicago. After admiring RWM for a long time, we had the chance to meet the gang when they were in town, and the rest is history. It didn’t take long to turn that meeting into the opening of RWM Chicago. Working at a growing firm with like-minded people makes coming to work every day equally fun and rewarding.”

Favorite Part Of The Job

“The best part of my job is the people I work with – both my colleagues and our clients. They have become a second family to me and make coming to work so rewarding.”

When I'm Not Working

“My family and I are very passionate about animal rescue and love spending time with our rescue dog, Buddy, and assisting the animal rescue community in the Chicagoland area. We also love gardening, cooking, and traveling to new places to explore new cultures and cuisine.”

MEET OUR EXPERTS
GUIDING YOUR FUTURE

Explore the profiles of some of our other experienced professionals, each bringing their own strengths and insights to support your success.

Back to team
Matt Lohrius, CFP®
Matt Lohrius, CFP®
Advisor
Matt Lohrius, CFP®
Nick Maggiulli
Nick Maggiulli
COO
Nick Maggiulli
Jordan D. Hanson, CFP®
Jordan D. Hanson, CFP®
Advisor
Jordan D. Hanson, CFP®
Gisela Warner
Gisela Warner
Director of Operations
Gisela Warner
Callie Cox
Callie Cox
Chief Market Strategist
Callie Cox
Nick Sapienza, CFP®
Nick Sapienza, CFP®
Advisor
Nick Sapienza, CFP®
Gary Pulford, CTFA
Gary Pulford, CTFA
Advisor
Gary Pulford, CTFA
Eric Zipfel
Eric Zipfel
Advisor
Eric Zipfel
Daniel Baxter
Daniel Baxter
Client Service Associate – Tax
Daniel Baxter
Jalen Randolph, CFP®
Jalen Randolph, CFP®
Advisor
Jalen Randolph, CFP®
Lisa Rosenstein
Lisa Rosenstein
Tax Planner
Lisa Rosenstein
Mindy Giles
Mindy Giles
Client Service Associate
Mindy Giles
Angelica Andrews
Angelica Andrews
Paraplanner
Angelica Andrews
Tony Isola, CFP®
Tony Isola, CFP®
Advisor
Tony Isola, CFP®
Nick Friedman, CFP®
Nick Friedman, CFP®
Sr. Advisor
Nick Friedman, CFP®
Jay Tini
Jay Tini
President
Jay Tini
Colleen Parker
Colleen Parker
Director of Client Service
Colleen Parker
Cameron Rufus, CFP®
Cameron Rufus, CFP®
Advisor
Cameron Rufus, CFP®
Duncan Hill
Duncan Hill
Creative Director
Duncan Hill
Bill Artzerounian
Bill Artzerounian
Director of Tax Services
Bill Artzerounian
Alex Palumbo, CFP®
Alex Palumbo, CFP®
Sr. Advisor
Alex Palumbo, CFP®
Blair duQuesnay, CFP® CFA®
Blair duQuesnay, CFP® CFA®
Lead Advisor – The Preserve
Blair duQuesnay, CFP® CFA®
Barry Ritholtz
Barry Ritholtz
Chairman & Chief Investment Officer
Barry Ritholtz
Ian Cully, CFP® CFA®
Ian Cully, CFP® CFA®
Advisor
Ian Cully, CFP® CFA®
Catalina Castillo
Catalina Castillo
Compliance Analyst
Catalina Castillo
Joey  Fishman
Joey Fishman
Sr. Advisor
Joey Fishman
Claire Galante
Claire Galante
Executive Assistant
Claire Galante
Matt Cerminaro
Matt Cerminaro
Data Research Associate
Matt Cerminaro
John Grayson
John Grayson
Sr. Creative Media Producer
John Grayson
Anna Chaiken
Anna Chaiken
Vice President
Anna Chaiken
Dominic Bova, CFP®
Dominic Bova, CFP®
Tax Planner
Dominic Bova, CFP®
Tyler Hillyer, CFP®
Tyler Hillyer, CFP®
Advisor
Tyler Hillyer, CFP®
Kris Venne, CFP®
Kris Venne, CFP®
Managing Partner
Kris Venne, CFP®
Benjamin Packer
Benjamin Packer
Client Service Associate
Benjamin Packer
Benjamin Coulthard, CFP®
Benjamin Coulthard, CFP®
Advisor
Benjamin Coulthard, CFP®
Patrick Haley, CFP®
Patrick Haley, CFP®
Sr. Portfolio Manager
Patrick Haley, CFP®
Patricia Hatzfeld
Patricia Hatzfeld
Chief Compliance Officer
Patricia Hatzfeld
Brianna Pintauro
Brianna Pintauro
Senior Client Service Associate
Brianna Pintauro
Blake Wohlwend
Blake Wohlwend
Client Service Associate
Blake Wohlwend
Stephanie Baszner, CFP®
Stephanie Baszner, CFP®
Advisor
Stephanie Baszner, CFP®
Paul Zodtner, CRPC®, RICP®
Paul Zodtner, CRPC®, RICP®
Sr. Advisor
Paul Zodtner, CRPC®, RICP®
Michelle Katzen, CFP®, CDFA®
Michelle Katzen, CFP®, CDFA®
Sr. Advisor
Michelle Katzen, CFP®, CDFA®
Alex Messer
Alex Messer
Trader
Alex Messer
Trevor Batt, CFP®
Trevor Batt, CFP®
Advisor
Trevor Batt, CFP®
Andrea Diltz
Andrea Diltz
Client Service Associate
Andrea Diltz
Erika Mauro
Erika Mauro
Director of Client Service – Family Office
Erika Mauro
Brian Rosen
Brian Rosen
Sr. Advisor
Brian Rosen
Lauren Spears
Lauren Spears
Client Service Associate
Lauren Spears
Patrick Schwendeman, CFP® ChFC®
Patrick Schwendeman, CFP® ChFC®
Advisor
Patrick Schwendeman, CFP® ChFC®
Kevin Young, CFP®
Kevin Young, CFP®
Advisor
Kevin Young, CFP®
Tadas Viskanta
Tadas Viskanta
Director of Investor Education
Tadas Viskanta
Ross Cohen, CFP®
Ross Cohen, CFP®
Advisor
Ross Cohen, CFP®
Dina Isola
Dina Isola
Advisor
Dina Isola
Lauryn Lafferty
Lauryn Lafferty
Sr. Client Service Associate
Lauryn Lafferty
Everett Taylor, CPA®
Everett Taylor, CPA®
Tax Manager
Everett Taylor, CPA®
Kyla Candelaria
Kyla Candelaria
Client Service Associate – Corp. Retirement
Kyla Candelaria
Travis Varga
Travis Varga
Creative Media Producer
Travis Varga
Jonathan Novy
Jonathan Novy
Sr. Advisor
Jonathan Novy
Dan LaRosa, AIF®, QPFC
Dan LaRosa, AIF®, QPFC
Sr. Advisor & Director of Corp. Retirement
Dan LaRosa, AIF®, QPFC
Alan Brockhaus, CFP®, ChFC®
Alan Brockhaus, CFP®, ChFC®
Advisor
Alan Brockhaus, CFP®, ChFC®
Nate Jefferson, CFP®
Nate Jefferson, CFP®
Paraplanner
Nate Jefferson, CFP®
Michael Batnick, CFA®
Michael Batnick, CFA®
Managing Partner
Michael Batnick, CFA®
Adam Day, CFP®
Adam Day, CFP®
Advisor
Adam Day, CFP®
Adam Gock
Adam Gock
Client Service Associate
Adam Gock
Susan Gray
Susan Gray
Sr. Client Service Associate
Susan Gray
Lisa Paul
Lisa Paul
Client Service Associate
Lisa Paul
Sean Russo
Sean Russo
Research Associate
Sean Russo
William Sweet, CFP®
William Sweet, CFP®
Chief Financial Officer
William Sweet, CFP®
Josh Brown
Josh Brown
CEO
Josh Brown
Daniel Parra
Daniel Parra
Creative Media Editor
Daniel Parra
Nicole Samoroukova
Nicole Samoroukova
Media Producer & Head of Audience Development
Nicole Samoroukova
Dylan Kluender
Dylan Kluender
Sr. Trader
Dylan Kluender
Nelson Crane
Nelson Crane
Trading Research Associate
Nelson Crane
Ben Carlson, CFA®
Ben Carlson, CFA®
Director of Institutional Asset Management
Ben Carlson, CFA®
Taylor Hollis, CFP® CFA®
Taylor Hollis, CFP® CFA®
Director of Family Office Services
Taylor Hollis, CFP® CFA®
Matthew Papandrea, CFP®
Matthew Papandrea, CFP®
Advisor
Matthew Papandrea, CFP®