Luke Schillo

Luke Schillo
Director of Planning and Portfolios

P 312.670.6237 | F 312.858.5950

As the Director of Planning and Portfolios, Luke works with clients to provide comprehensive solutions to meet their financial goals. Luke coordinates detailed portfolio level analysis, prepares asset allocations based upon specific client needs and assists in the preparation of financial plans, ensuring that clients are comfortable about their future. Equipped with a deep understanding of the risks associated with investing in capital markets, Luke’s advice regarding asset allocation and specific investment solutions gives his clients confidence when investing for current and future goals.

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Firms News

06.08.20

Message from Managing Director Mark Thomson
Over the past two weeks, I have watched the many peaceful protests across the City of Chicago, our local communities and across the nation. People of all backgrounds are speaking out against the continuing injustice against people of color, specifically Black people.

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