John Kosik, Cfp® Email & Phone Number

I am responsible for offering impartial, client-centered financial counseling that is focused on helping my clients identify, prioritize and achieve their objectives. With a process best suited for long term relationships, I bring discipline to the practice of managing wealth and provide a service that allows clients to sleep better at night. The breadth of the service that I bring to client planning expands well beyond the core areas of wealth management. Examples of the decisions with which I assist typically include residential and commercial financing, liquidity and cash flow analysis, targeted event planning such as education funding, company benefit and stock option planning, business succession transactions, and estate administration.

I was previously with Cole Taylor Bank for 16 years as Group Senior Vice President – Cole Taylor Bank Wealth Management. I was responsible for business plan execution, relationship management, and the delivery of specialized credit and investment advisory services by a team of private bankers, investment and retirement plan services professionals.