Operations

March 13, 2023 by

Lori supports the Director of Finance and Accounting. Her responsibilities include issuing invoices to clients and auditing them for accuracy and completeness. Prior to joining the firm in 2022, Lori was a Senior Administrative/Accounting Coordinator at Weishaupt America Inc. She attended Illinois State University. In her free time, Lori enjoys running, travel and playing tennis.

February 24, 2023 by

Mike is responsible for assisting with the firm’s financial accounting, reporting and analysis. Prior to joining the firm in 2022, he worked at Great Lakes Dental Partners as a Senior Accountant. Mike graduated with a BS in Accounting from Robert Morris University. Out of the office, he enjoys coaching youth and high school age travel baseball teams, attending sporting events, cooking and going for walks with his dog Koda.

November 4, 2022 by

David supports the Director of Finance and Accounting. His responsibilities include issuing invoices to clients and auditing them for accuracy and completeness. Prior to joining the firm in 2022, David was a Tax Specialist at Check Writers. In his free time, David enjoys cooking, exercising, gardening, reading and interior design.

August 19, 2022 by

As Head of Finance, Dan is critical in further accelerating the firm’s growth by establishing, implementing and leading strategic financial direction, producing measurable results and striving for continuous improvement. Prior to joining the firm in 2022, he was Senior Director of Accounting and Finance at Viskase, Inc. Dan earned his Bachelor of Science in Finance, Master of Science in Accounting and Master of Business Administration from the University of Illinois at Chicago. In his free time, you can find Dan reading, traveling and spending time with family.

May 27, 2022 by

Antonia is responsible for assisting with the firm’s talent acquisition, payroll and HRIS administration, as well as administrative support and coordination. Prior to joining the firm in 2022, she was a Recruitment and Enrollment Manager for Noble Schools. Antonia graduated with an Master of Science in Organization Leadership from Regis University and a Bachelor of Arts in Business Administration from Clark Atlanta University. In her free time, Antonia enjoys pursuing her interest in interior design and shopping for home décor.

May 5, 2022 by

Jake supports the Director of Finance and maintains billing and revenue records. Prior to joining Fiducient Advisors in 2021, he was an administrative associate with Perkins & Will. Jake earned a Bachelor of Business Administration degree from the University of Wisconsin – Whitewater. In his free time, Jake enjoys working with dogs as a trainer and pet caregiver. He keeps active through Chicago Recreational Basketball Leagues and 10K runs. Jake also closely follows the NBA and loves traveling.