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Partners Wealth Management offers a complimentary Quarterly Newsletter with a column written by our Managing Partner, John Freiburger, featuring articles of interest.
Monthly Retirement Report, a publication available on our website, provided by our Director of Retirement Plan Solutions, Mary Patch.
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Our Team


At Partners Wealth Management, our team members have the reputation, experience, and credentials to provide our clients with the highest possible level of service. For your benefit, we are committed to—and insist upon—providing our associates with opportunities for professional growth and development. We believe that continuously investing in our staff translates into a better experience for you, today and far into the future.
 
Check the background of this firm and/or its investment professional(s) on FINRA’s BrokerCheck.
JOHN E. FREIBURGER CLU, ChFC, CFP®, AEP, MSFS, AIF - Managing Partner

John is the founder and managing partner of Partners Wealth Management. An experienced Certified Financial Planner(CFP®) with more than 20 years’ experience in wealth management, John’s commitment to excellence has served as the foundation for Partners Wealth Management's culture of proactive client service. John is a Registered Representative and Investment Advisor Representative through Kestra Investment Services, LLC, and he holds Series 7: FINRA General Securities Representative and Series 63: FINRA Uniform Securities Agent & State Law Examination licenses. John is also licensed to advise on insurance products in numerous states.
 
John's educational background includes a B.S. in management/marketing information systems, with honors, from St. Joseph's College, and an MBA from DePaul University. John has also earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College. He continued on at The American College to obtain his Masters of Science in Financial Services (MSFS). This advanced degree is one of the highest levels of professional education available in the insurance and financial services industry.  John also earned his Accredited Investment Fiduciary® (AIF®) from fi360.
 
John is the co-author of a book entitled Strictly Business: Planning Strategies for Privately Owned Businesses. He frequently hosts educational seminars and speaks to a variety of groups on a national level on topics ranging from asset protection* to wealth transfer and investment management to financial independence. In an effort to share his knowledge with the business and banking community, and to further support his clientele's financial services and private banking needs, John serves as a founding member of the board of First Community Financial Bank of Naperville which also has member banks in 6 surrounding suburbs. He served as a member of St. Joseph's College Board of Trustees, and lent his specialization in planned giving to the college for 17 years. John also serves on a number of other not-for-profit and corporate boards, including Ageology LLC, an age management firm and Alive Center, a center serving teens and adults interested in connecting with what make them come alive, increasing their health and well-being with a goal being to lead an inspired, vibrant and fulfilled life.
 
*Asset protection plans should be developed and implemented well before problems arise.  Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer.  Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets.  Please note that laws are subject to change and can have an impact on your asset protection strategy.
GREG ANDERSON CRPC - Financial Advisor
Greg began his career in financial services over 20 years ago after an 18 year career in retail management. As a graduate of George Mason University he holds a BS in Industrial/Organizational Psychology and a more recent certification from The Wharton School in Retirement Planning. As an experienced Chartered Retirement Planning Counselor℠ (CRPC®)from College for Financial Planning, he uses his 30 years of experience in behavioral finance to bring clarity and confidence to holistic financial planning, specializing in sustainable retirement income planning.
With clients throughout the country, Greg is a Registered Representative and an Investment Advisor Representative of Kestra Investment Services, LLC. He currently holds a Series 6: FINRA Investment Company Products/Variable Contracts Representative Examination, a Series 7: FINRA General Securities Representative Examination, a Series 63: FINRA Uniform Securities Agent State Law Examination, and a Series 65: Uniform Investment Advisor Law Examination.
 
Greg is a Qualifying and Life Member of 19 years of the Million Dollar Round Table, the Premiere Association of Financial Professionals®, a global, independent association of more than 49,500 of the worlds leading life insurance and financial services professionals from more than 500 companies in 70 countries. Greg is also a member of NAIFA, the National Association of Insurance and Financial Advisors, whose mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills and promote the ethical conduct of its members.
 
JIM BEVERLEY CLU, ChFC, CFP® - Financial Advisor

Jim began his career in 1996, providing comprehensive financial planning and wealth management services to individuals, business owners, and executives. His purpose is to empower clients by eliminating conflicts of interest, taking the time necessary to understand each client's financial situation and educating clients on the solutions available to help accomplish their objectives.  
 
Jim holds an MBA from Benedictine University where he concentrated in organizational behavior and organizational development, and he earned his Bachelor of Science degree from Northern Illinois University.
An experienced Certified Financial Planner(CFP®) with more than 20 years’ experience in wealth management, Jim has also earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College.
 
Jim is licensed as a Registered Representative and Investment Advisor Representative of Kestra Investment Services, LLC, holding his Series 7: FINRA General Securities Representative, Series 63: FINRA Uniform Securities Agent & State Law Examination, and Series 65: FINRA Uniform Investment Advisor Law Examination licenses.
 
Jim served as the president of the board of trustees at the Four Winds Waldorf School in Warrenville, IL.
 
KARL CLOHERTY - Financial Advisor

Karl Cloherty is a Financial Advisor with Partners Wealth Managementand and a Registered Representative and an Investment Advisor Representative of Kestra Investment Services, LLC.  His clients include individuals and families in every stage of life, as well as small to mid-size businesses.  The cornerstone of Karl’s philosophy is the recognition that everyone’s economic and life situations are different.  His years of experience and personalized service allow Karl to assist his clients in developing the right financial strategy.  As a Financial Advisor, Karl believes in cultivating long term relationships with his clients and an educational approach to his advising.  As he says, “my job is to ensure that my clients understand their unique strategy and how it is going to help them accomplish their goals…”

Karl, a lifelong resident of the Northwest side of Chicago, enjoys spending time with his wife, Amy, and their three children, Sean, Kevin and Vivian.  Karl is very active in his parish at St. Tarcissus, where he is a member of the Holy Name Society.  He also coaches wrestling, and is the Charter Organization Representative for the Boy Scouts and Cub Scouts at his children’s school.

Karl holds his Series 7: FINRA General Securities and Series 66: FINRA Uniform Combined Securities licenses as well as life and health insurance licenses.

karl@partnerswealth.com 

DANIEL J. SOMMERS CPA, CFP® - Financial Advisor

As a Certified Financial Planner(CFP®), Dan directs the planning, management, analysis, research, and review of client plans. He also serves as the firm’s controller. Dan applies his knowledge by helping clients solve comprehensive financial, retirement and estate planning issues, with an emphasis on portfolio allocation and management. His 25 years of experience in accounting and finance enable Dan to evaluate various planning strategies, giving special consideration to tax implications.
 
Dan is a graduate of Benedictine University's College of Business, where he earned a Bachelor's Degree in accounting. He is licensed as an Illinois Life Producer and is also a Registered Representative and Investment Advisor Representative of Kestra Investment Services, LLC, holding his Series 7: FINRA General Securities Representative, Series 63: FINRA Uniform Securities Agent & State Law Examination, and Series 65: FINRA Uniform Investment Advisor Law Examination licenses.

*NFP Advisor Services, LLC does not provide legal or tax advice and is not a Certified Public Accounting firm.
 
FRANK BONFIGLIO, Chief Operating Officer & Director of Client Services
Frank has over 25 years of financial and operations experience in financial services and printing equipment.  He started his career in banking focusing on consumer and commercial credit and leasing.  Frank was one of the founders and had the benefit of building a successful equipment leasing company from a start up through the eventual sale to a large regional bank.  Under Frank's leadership, the company grew to over a quarter of a billion dollars in assets.  Frank has successfully managed operations, accounting, credit and sales.  Frank's experience in operations and finance coupled with his entrepreneurial outlook benefits Partners Wealth Management and its clients.

Frank is a graduate of Roosevelt University, where he earned a Bachelor of Science and Bachelor of Art degree in Accounting with a minor in Finance.
 
ANNIE BONFIGLIO - Project Manager

With over a decade of experience in corporate accounting, customer service and office management, Annie's analytical mindset and acute attention to detail aids Partners Wealth Management in our endeavors for ongoing improvement of the client experience.  As a Project Manager, Annie works with our firm's advisors to develop planning reports and client recommendations.  She serves as the facilitator of our five step wealth management process and is dedicated to managing efficiency.  Furthermore, Annie is responsible for data integrity and WealthBuilder administration.
 
Annie is licensed as an Illinois Life, Health and Disability Producer.  She currently holds a Series 7: FINRA General Securities Representative and Series 66: FINRA Uniform Combined Securities Agent and Investment Advisor State Law Exam licenses.
 
JOE BONFIGLIO - Project Manager
Joe has over 15 years of experience in the commercial leasing industry.  Most recently, managing the contracts department for one of the largest, independent equipment lessors in the United States.  Joe’s keen attention to detail and service-oriented background will assist Partners Wealth Management in our continual efforts to provide best-in-class service and support for our clients.  As a Project Manager, Joe will be working with our advisors to develop planning reports and client recommendations; serving as a facilitator of our five step wealth management process.  With a dedication to managing efficiency, he is responsible for data integrity and WealthBuilder administration.
 
Joe is a graduate of American Intercontinental University with a Bachelor of Science and Bachelor of Art degree in Accounting with a minor in Finance.  He is licensed as an Illinois Life, Health and Disability Insurance Producer. 
 
REBECCA DeROO - Client Services Manager
Rebecca comes to Partners Wealth with 25 years of hands on experience.  She has held many diverse positions in the finance industry, ranging from the trading floor and running a trading desk to venturing finally into backoffice operations and assisting financial advisors in day-to-day business.  Assisting the advisor and client are where she is most comfortable and best fits.  She understands the clients’ needs, always working to put the client at ease when questions and concerns arise.
 
Rebecca is a graduate of University of Phoenix, where she earned a  Bachelors in Business Administration.
LIBBY L. GRANT, Ed.D. - Client Services Manager
Libby joined the Partner's Wealth Management team after working in education and school management for more than a decade. She provides client service administration for our advisors, supporting insurance- and investment-related issues. 
She is a graduate of Northern Illinois University where she earned a Doctorate Degree in Education and a Bachelor's Degree in business administration with a concentration in economics. She also holds a Master's Degree in teaching from National Louis University.

Libby is licensed as an Illinois Life Producer and is also a Registered Representative with Kestra Investment Services, LLC, holding her Series 7: FINRA General Securities Representative, and Series 66: FINRA Uniform Combined Securities Agent and Investment Advisor State Law Exam licenses.
VICKY IZAGUIRRE - Client Services Manager
Vicky comes to Partners Wealth Management with a focus on the client experience.  She has over 16 years of experience in the Financial Industry as well as 30 years as an Administrative Assistant.  As a Client Services Manager, Vicky is dedicated to efficiency, attention to detail and treating each client as an individual, giving them the best service possible.
 
In 2000 Vicky acquired her Illinois license as a Life, Health, Variable Annuity, Long Term Care and Disability Producer followed by her Series 6: FINRA General Securities Representative and Series 63 State Law Exam licenses.  She is fluent in Spanish.  
CHRISTINE MATHENEY - Director of Sales and Marketing (Property and Casualty)

Christine is responsible for coordinating the commercial insurance and risk management strategy with our clients.  She began her career at Near North Insurance Brokerage in Chicago in 1993 and has progressively increased her responsibilities to include marketing, sales and consulting roles at Aon Risk  Services, HRH of Chicago and Hays Companies.
 
Christine graduated from Illinois State University with a degree in Economics.  She has strong skill sets as it relates to corporate risk management, professional liability and emerging markets.
 
Christine is licensed in Property and Casualty Insurance.

847.790.8353
cmatheney@nfp.com

 

MARTY PEREIRA CPA, CFP® - Director of Investment Strategy
Marty Pereira, Certified Financial Planner(CFP®) is Partners Wealth Management’s Director of Investment Strategy. Marty comes with a long and fulfilling career providing planning services and financial confidence to individuals and their families. Beneficiaries of Marty’s financial planning and investment consulting services include business owners, Fortune 500 executives, doctors, divorced/widowed women and professional athletes. 
 
In addition to providing investment and personal financial planning services in the past, Marty was a CPA tax professional for one of the top accounting and financial services firms in the world, Ernst & Young; Chief Financial Officer and Chief Operating Officer of a $20 million specialty services business; individual online trader of derivatives (futures contracts & listed options); and most recently, a Financial Advisor with Morgan Stanley Wealth Management in Chicago’s loop.

Marty earned a Master of Science degree in Accounting from the University of Rhode Island. He is a Registered Representative with Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representative with Kestra Advisory Services, LLC (Kestra AS), holding his Series 7: FINRA General Securities Representative, Series 65: FINRA Uniform Investment Advisor Law Examination, and Series 66: FINRA Uniform Combined Securities Agent and Investment Advisor State Law Exam licenses.  Marty is also licensed to advise on insurance and annuity products in the state of IL.
 
*Kestra IS and Kestra AS do not provide legal or tax advice and are not Certified Public Accounting firms.
BETH REHM - Office Manager
Beth Rehm is the Office Manager of Partners Wealth Management.  In this position, Beth manages the day-to-day functions of the headquarters of Partners Wealth Management.

Beth comes to Partners Wealth Management with over 15 years of customer service, office and operations management.  Her committed attention to detail and customer service provides the clients with the individuality and professionalism desired to provide first class service. 
 
She is currently pursuing her Life/Health and Disability Insurance License.
GWEN STREITMATTER - Client Services Manager

With a diverse background that includes education and finance, Gwen comes to Partners Wealth Management with a focus on the client experience.  As the Client Services Manager, she is dedicated to efficiency, attention to detail and treating each client as an individual.

Gwen is an alumni of Illinois State University, where she obtained her Bachelors of Science in Education.  In 2013 she acquired her Series 7: FINRA General Securities Representative and Series 66: FINRA Uniform Combined Securities Agent and Investment Advisor State Law Exam licenses, and is licensed as an Illinois Life, Health and Disability Producer. 

SARA ZAPPANI - Client Services Manager

Sara Zappani is a Client Services Manager at Partners Wealth Management and has been with the firm since 2014.  In this position, Sara continues to be committed to best in class service for every client she works with.  Her attention to detail, dedication towards efficiency and the client experience remain paramount.

Sara earned her Bachelor of Science degree in Agriculture and Consumer Economics with a concentration in Finance from the University of Illinois at Urbana Champaign.  Sara is licensed as an Illinois Life, Health and Disability Producer.  She currently holds a Series 7: FINRA General Securities Representative and Series 66: FINRA Uniform Combined Securities Agent and Investment Advisor State Law Exam licenses.

Our Broker-Dealer: Kestra Investment Services, LLC

Kestra Investment Services, LLC's benefits, insurance, and wealth management businesses provide a broad range of advisory and brokerage services to companies and individuals, helping them preserve their assets and prosper over the long term.  Our advisors partner with clients to help provide client-focused, and comprehensive solutions, backed by Kestra Investment Services, LLC's national scale and resources.  Kestra Investment Services, LLC is a leader in the delivery of benefits solutions for companies of all sizes and in the delivery of life insurance and wealth management solutions for high-net-worth individuals.


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