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Our Team

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Tim Obendorf

Principal and Wealth Manager

630-537-0111

We are very proud of our colleague for his selection as one of Chicago’s Notable Financial ­Advisers from Crain’s Chicago Business.

Tim brings 30 years of financial services expertise to the firm.  He started his career as a commercial and investment banker where he worked with businesses to solve complex financial problems.  Often these solutions involved coordinating financial, accounting, legal and business strategy expertise.  Tim then used those skills to help The ServiceMaster Company with strategic financial planning and capital markets transactions.  As a member of ServiceMaster’s 401k oversight committee, Tim became passionate about helping individuals and families prepare for their financial futures.

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Mike Kwon

Principal and Wealth Manager

630-537-0108 / 847-404-0082

Mike has over 30 years of multi-disciplinary experience in the financial services business.  He began doing personal fee based financial planning in 1986 by helping middle income and affluent  families with education planning for college, pre-retirement planning, addressing risk management issues and making the best use of company retirement plans. Mike completed the certified financial planner program and earned his designation as a CFP.  

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Dale Branda

Chief Operating Officer

312-883-1270

Dale has been managing business operations and client service teams for more than 25 years. He began his career as an operations manager with the Allstate Insurance Company leading customer service and administrative operations that supported over 1.5 million Allstate customers. Since then he has held management positions in several different industries working with customers from the Fortune 100 to local small businesses. Dale spent more than 14 years with CNA, where he directed account management and client service operations for a Group Insurance business unit. Dale and his team successfully supported more than 850 employer clients.

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