Edward "Ed" J. Gorenz is a Vice President and Trust Officer with Old Second Bank’s Wealth Management Group. With over 27 years of trust and investment experience, Ed manages personal trust and...
Aurora (IL) - - Phone: (630) 906-5467
Andrew R. Crouch is Senior Vice President, and Senior Trust Officer at Old Second Bank. Andrew provides guidance to individuals and families regarding the preservation and transfer of their wealth...
Aurora (IL) - - Phone: (312) 912-6058
Andy Roche is a Senior Vice President of Personal Trusts and brings over 25 years of trust experience to Old Second. In addition to his role as Head of Trust Administration, he also oversees taxes,...
Aurora (IL) - - Phone: (630) 906-5464
Brad Johnson is a Vice President and Investment Officer with Old Second Bank’s Wealth Management Group. Brad co-manages the Equity Common Trust Fund, co-manages major institutional accounts and...
Aurora (IL) - - Phone: (630) 906-5545
Carolyn Swafford, Vice President and Trust Officer, brings over 23 years of experience to Old Second National Bank. She handles a wide variety of personal trusts accounts, including Revocable and...
Aurora (IL) - - Phone: (630) 906-5470
Jacquelyn "Jackie" Volkert is a Senior Vice President of Wealth Managment and brings over 30 years of trust experience to Old Second Bank. As a Relationship Manager and Senior Trust Officer, Jackie...
Aurora (IL) - - Phone: (630) 906-3218
Mary Randel currently serves as Assistant Vice President of Retirement Services at Old Second National Bank. She has over 20 years of employee benefits administration experience and is...
Aurora (IL) - - Phone: (630) 906-5500
Michele A. Morgan,Vice President Trust Officer, brings over 25 years of trust experience to Old Second. From simple to complex Estate and Trust administration, clients can trust that their financial...
Aurora (IL) - - Phone: (630) 844-3222
Mike is a Vice President and Senior Portfolio Manager with Old Second Bank’s Wealth Management Group. With over 30 years of investment experience, Mike co-manages the Fixed Income Common Trust Fund...
Aurora (IL) - - Phone: (630) 281-4522
Richard A. Gartelmann Jr, Senior Vice President. currently manages Old Second Bank's Wealth Management Division. With over 20 years of trust and investment experience, Rich co-manages the Equity...
Aurora (IL) - - Phone: (630) 844-5730
Sean O’Connor is a 1st Vice President and Manager of Retirement Plan Services. He began his career at Old Second Bank's Wealth Department in 2008. As the Manager of the Client Management team, he...
Aurora (IL) - - Phone: (630) 844-8655
Steve Meves, Chief Investment Officer for Old Second Wealth Department, has over 16 years of investment experience managing investments for trust clients, high-net-worth individuals and...
Aurora (IL) - - Phone: (630) 801-2217
Aurora has financial planning consultants and services relating to the same available. These consultants are professionals who work with you to determine your financial needs and plans, and help you choose investment and savings schemes to those ends. Services that may be offered include comprehensive financial planning, income & tax planning, cash flow management and risk management. Investment options and retirement plans may be available to enable savings and earnings. The consultants in Aurora are market experts who can well advise you to choose the right plans and investments. What is needed is a holistic approach to managing the assets of the client. They may specialize in certain sectors of financial planning such as for the individual, or for the family, or small businesses. The qualities that make for a successful consultant include building long-term client-consultant relationships, competence, and integrity, along with a sound knowledge of the options available in the market.
