Along with years of experience, our principals bring other unique skills to the wealth management process.
Jack Newman has a drive for excellence as evidenced by his top eight worldwide ranking as a professional racquetball player prior to beginning his money management career at Prudential Securities in 1994. In 1999, Jack joined Mesirow Financial as Senior Managing Director and spent almost eight years at the firm. Jack co-founded Newman Schimel Wealth Management in 2007 and is a Managing Member at the firm. As a veteran in the business, Jack has developed a wealth of expertise in helping clients achieve financial success. However, what really makes Jack such a special wealth manager is the personal connections he develops with clients.
Bryan Schimel earned the degree of Juris Doctor from Loyola University Chicago School of Law. Bryan developed financial expertise as a trader at the Chicago Board Options Exchange and then Senior Vice President at Mesirow Financial. Bryan co-founded Newman Schimel Wealth Management in 2007 and is a Managing Member at the firm. Bryan’s legal training along with his investment experience allows him to apply a multidisciplinary approach to helping clients achieve financial success.
Patty Lucas has more than a decade of financial industry experience. Patty is responsible for daily client service needs and administrative functions.
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