SAM MCELROY, PSYD, NSSA
As partner of @financial and @financial investments, Sam has always made every effort to go a step beyond your typical financial advisory firm by utilizing “client focused” discovery, planning, and implementation processes aimed at creating tailored solutions for both businesses and individuals. In addition to traditional planning concepts, Sam has focused on the development of a practical, "natural consequences," based approach to customizing effective solutions on an individual basis. Sam McElroy graduated from Hampton University, magna cum laude, and holds several financial licenses. In addition to co-founding @financial and @financial Investments, Sam also acts as a business consultant and holds a Doctorate in Psychology. Sam has always placed a large value on community involvement as well as education and has been the recipient of several Humanitarian and Achievement awards. Sam has also contributed research examining social dynamics and methods for optimizing cooperation and efficiency in team, group, and work settings, and is currently exploring unique insights with respect to the psychology of personal finance.
TAD COOK, NSSA
Tad Cook is partner of @financial and @financial Investments, and is instrumental in its management and daily operations. In addition to his focus on sales and marketing, Tad oversees the cultivation and management of the firms investment strategies and portfolio management. Prior to joining @financial, Tad built a professional practice through the Hoopis Group at Northwestern Mutual. Tad is a National Social Security Advisor, certiﬁed by the National Social Security Association, which oversees the certiﬁcation of advisors specializing in Social Security planning. Prior to joining @Financial, Tad spent 23 years in corporate sales and sales management with several consumer product manufacturers, and 10 years selling residential real estate in the Chicago area. Tad is a fully-licensed Financial Advisor working in Investments; Retirement Planning; Insurance; College Planning; Business Services; and Estate Planning.
Eric Francque serves as Marketing Associate for @financial and is responsible for overall marketing services including: event coordination, client and database engagement, email marketing, social media channels, web/online presence, video production and overall business development strategy. Prior to joining @financial, Eric served for 10 years as Marketing Communications Manager at the American Organization of Nurse Executives (AONE), a subsidiary of the American Hospital Association (AHA) and is a longtime member of the American Society of Association Executives (ASAE). A graduate of Northern Illinois University, Eric has also worked in various capacities with Jenner & Block, Deutsche Bank, Ernst and Young, Leapnet and The Second City Communications. In addition to being a marketing professional, Eric holds a fourth degree black belt certification in the World Seido Karate Organization and teaches a weekly karate class at Chicago-based Thousand Waves Martial Arts and Self Defense Center, NFP.
Michael Golden is co-founder of Chicago-based @properties, a full-service real estate company that is the No. 1 residential broker in the city of Chicago, the second largest brokerage firm in Illinois and the 21st largest broker in the United States. Golden grew up in the Boston area and graduated from Bates College, where he earned a bachelor’s degree in philosophy and economics. He began his professional career in Chicago in the early 1990s as a human-resources consultant to Fortune 500 companies. In 1995, Golden started selling real estate part-time and within three years had become the top-producing REALTOR® in the City of Chicago. In 2000, Golden and fellow broker, Thaddeus Wong, established @properties. Over the past 14 years, the company has successfully completed more than 50,000 real estate transactions valued at over $23 billion. Today, @properties has more than 1,200 licensed real estate brokers in 15 offices in the city, surrounding suburbs and Southwest Michigan.
Thaddeus Wong is the co-founder of @properties, the largest independently owned residential real estate brokerage firm in Illinois and one of the 25 largest brokerage firms in the U.S. by sales volume. Wong began selling real estate in the mid 1990s and quickly established himself as one of the top selling brokers in the city of Chicago. During the early years of his career, he earned four consecutive Golden Eagle Awards from the Chicago Association of REALTORS® as the top-producing agent among the organization’s 10,000+ members. In 2000 Wong and business partner Michael Golden established @properties, and in less than 15 years have grown the company from $40 million in sales to more than $4 billion in annual sales. Today, @properties has 15 offices in the city of Chicago, surrounding suburbs and southwest Michigan. The firm has divisions for residential and commercial brokerage, development marketing, relocation, property management and bank-advisory services.
Lisa Lindgren serves at Financial Administrator for @financial and @financial Investments. Her day-to-day responsibilities include client service communications, verifying financial and ACH transactions, managing fund transfers, serving as liaison between @financial and TD Ameritrade, and providing overall customer support services. Prior to working in the financial services industry, Lisa served in management with ADP Payroll Services in numerous capacities and also worked in multiple financial roles at Quaker Oats. Lisa is a graduate of DePaul University with a degree in Accounting. In her free time, Lisa enjoys gardening, traveling, working out and spending time with family and friends.
David White has been an entrepreneur and business leader for over 14 years. Currently David manages the Federal Employee Program which helps federal and state employees understand how to utilize their benefits more efficiently and to become better prepared for retirement. This program operates nationwide and coordinates the efforts of financial advisors in markets throughout the country. Prior to working in the financial services industry, David founded and managed United Bank Card Services West, a business consulting company specializing in helping businesses expand their marketplace by integrating credit card processing and other client services into their operations.
Patricia McElroy manages the financial and accounting services for @financial. Patricia is a licensed CPA, holds a masters degree in accounting and has held accounting manager, director, and controller roles at other companies in the travel, pharmaceutical, concierge services, and financial services industries. In addition to her role at @financial, Patricia is a member of the finance committee on the Associate Board for Back on My Feet, a national for-purpose 501(c)3 organization that uses running to help those experiencing homelessness change the way they see themselves so they can make real change in their lives that results in employment and independent living.
Cynthia Richardson is the @financial National Director of Business Programs. Cynthia served as a Naval Officer in the United States Navy and received her Bachelor’s degree in Accounting and an MBA in Marketing and Management Information Systems from the University of Memphis. Over the past 20 years, Cynthia, a Certified Public Accountant, has practiced in the areas of Public Accounting, Corporate Finance, Strategic Financial Planning, Retirement and Estate Planning, Insurance and Investments with her Series 7, 6, 63 and 65 and has worked in the area of Business Development. Her designation as a Chartered Federal Employee Benefit Consultant also affords her an excellent opportunity to offer extensive macro financial and retirement planning to government and military employees. Cynthia has conducted seminars for agencies such as the Pentagon, Department of Commerce, Department of Education, Nuclear Regulatory Commission, and the Mark Center. She has also conducted seminars at the University of Maryland and other major corporations. Cynthia greatly enjoys helping small businesses and as theNational Director of Business Programs, she uses her business knowledge and skills to identify services and programs that help businesses streamline operations, reduce costs, save money and increase employee morale.
Tony has worked in the luxury market in sales and client relations and is the founder of ACP Financial, LLC – a privately owned financial services firm that specializes in tax reduction and wealth management strategies. Clients include professional athletes, multi-million and billion dollar businesses, executives of trading firms, and many others. Tony acts as a business consultant and broker of relationships which has led to cross-industry collaborations in the consumer products, automotive, and financial services industries. Tony holds several financial licenses and lives in the Chicago area but has ties in Miami and Los Angeles.
OUR NATIONAL TEAM
@financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning, and offers a complete line of financial services and products for families and businesses - including retirement planning, college planning, estate planning, business planning, life insurance; annuities; health insurance; property and casualty insurance; long term care insurance; disability insurance; and investment advisory services. In addition to managing @ﬁnancial and @ﬁnancial Investments and working with an extensive client base, our leadership team personally coaches, trains, and mentors a network of close to 100 ﬁnancial advisors throughout the country, and have been asked to lead adult education classes, workshops, and seminars on a variety of ﬁnancial topics including Social Security planning, investment strategies, retirement planning, risk management, college planning, and estate planning. Collectively, our national team holds the following designations: CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), ChFC (Chartered Financial Consultant), MSFS (Masters in Financial Services), NSSA (Certified National Social Security Advisor), CCPS (Certified College Planning Specialist), CPA (Certified Public Accountant). These professionals comprise an experience and knowledge base we can pull from as situations require.