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.

view all

Firms News

01.21.19

Alexandra Coquoz Featured in Crain’s People on the Move
Alexandra Coquoz is featured in Crain's Chicago Business'  People on the Move newsletter. Crain's People on the Move highlights professionals undergoing Chicago-area job changes, promotions and board appointments. The Crain's profile is below:

view all

Media Mentions

01.10.19

Various Media – ORBA Wealth Advisors Announces Launch

Close
Forward Thinking
Forward Thinking