About Us
Get To Know Your Team
About Us
Get To Know Your Team
About Us
Get To Know Your Team
About Us
Get To Know Your Team
Jordan Flowers
Financial Advisor
1. I am a Fiduciary – which means I have to put the clients interests ahead of anything else, but I also think helping people (even if we don’t do business ) has been a vital part of our success by the many referrals we receive.
2. I am Independent – which means I work for you the client not the big box firm that may be pushing an investment or product (since they can only recommend the company they work for or there is incentives to recommend a certain investment or product). I will give you the pros and cons of every investment or product and we will look at a variety of investments or products to accomplish your goals!
3. I am focused on you paying the least amount of taxes over your lifetime! Most tax questions you ask your financial advisor the auto response is “you need to ask your CPA or accountant” I believe good financial planning has to involve tax planning and we collaborate with our tax team to ensure you pay your fair share of taxes and not a dollar more “it’s not what you make it’s what you get to keep!
Life isn’t about the money, life is about the memories you make! I believe you should have your money work harder for you so you can work less! Financial planning doesn’t need to be complicated; all you need are clear goals and clear direction. I work with my clients to develop tax efficient strategies because it’s not how much you make but how much you keep! Tax free income is a very REAL possibility for most people, and I can show you how to achieve this. Avoiding market downfalls, and capturing the gains of the market are of great importance! Especially before Retirement!
Income is a main concern in retirement, you no longer have your salary to count on. I create custom income planning so you can live off your nest egg without ever running out of money! Deciding when to take Social Security is a vital part of your retirement plan. I show and explain the many options you have with Social Security that you probably have never heard of. Financial Planning, Retirement Planning, Income Planning, Tax Free Income, Social Security Planning, College Planning and Estate Planning are just a few of the things I do. Please allow me to enhance your life if one of these topics is of concern to you. I look forward to sharing a Memory with you in the near future!
Thomas Flowers
Financial Professional
Tom is married to Gaye and is father to one son, Jordan that also works for Wealth Financial Services and Tax Advisory. Tom’s father was in the Korean war and due to some complications from the War he died early in life and Tom had to take charge of his family’s finances from an early age. This life experience motivated Tom to seek out a career in financial planning and now his mission is to help retirees and those planning to retire reach their financial goals. He lives in Lake County but loves to travel when he can find the time. Tom gets great personal satisfaction by helping the community and volunteering 30 hours a month!
Austin Larkin
Investment Advisor Representative
Austin Larkin believes that wholistic, multidisciplinary financial planning is a fundamental part of building stability and maintaining good life balance. Austin also sees that there is a growing need for good communication and individualized guidance when engaging in something as personal as financial planning – a complex subject largely underserved in the current education system. Austin is motivated by seeing his clients meet their goals and forming lasting relationships.
Austin has worked in the financial industry since 2011, spending much of that time as a Paraplanner and Case Design specialist for other advisors. Now as a Financial Advisor himself, Austin combines his years of technical education and research experience with his clients’ unique situations, which requires patience, a good listening-ear, and a strong work ethic. He is happy to be at Wealth Financial Services & Tax Advisory, working with a team of advisors, specialists, and industry-leading professionals from various fields all under one roof. From this position, he can truly provide an enhanced, cost-efficient experience for the people and families that he works with.
While Austin is native to Lake County Illinois and a lifelong Chicago Cubs fan, he spent part of his childhood in London, England and several years volunteering in Brooklyn, NY. He enjoys travel and being outdoors with his wife and family. He also spends a part of each week volunteering in his local community.
Pete Conway
Investment Advisor Representative
Peter Conway began his financial career at the Chicago Mercantile Exchange in 1986. In the early 1990’s, he worked in London as an off-floor broker for Dean Witter International, where he traded in Asia, Europe, and the U.S. markets. He is currently a licensed Investment Adviser Representative and carries an insurance license with the Illinois Department of Insurance.
Peter Conway has been serving the Northwest Suburbs as an Investment Advisor Representative and a licensed insurance agent since 1999. Professional, experienced, and responsive, he understands your need for integrity and transparency. Peter uses proactive tax reduction strategies which allow you to enjoy a more tax-efficient lifestyle and to help you avoid tax problems in the transition of passing on your wealth to your heirs.
Peter’s approach to both life and business is about building lasting relationships. He believes that having a trusted advisor who gives you advice tailored to your shortand long-term financial goals, without regard to the direction of the stock market or interest rates, is of utmost importance.
He counsels his clients as they move through every phase of life and helps them to make the necessary adjustments to their financial plans as their needs change. Pete is committed to your long-term financial wellbeing whether it be by helping with investment planning, retirement and income planning, tax planning, or legacy planning. Peter has helped hundreds of people over the past twenty years; enlightening and guiding them toward making informed decisions, avoiding costly mistakes, lowering their tax liability, increasing the size of their estate, and even finding assets that may have been misplaced, redirecting those dollars to help them achieve the things that they care about.
Peter is a native Chicagoan and is a lifelong Chicago Sports Fan. He enjoys skiing and spending time with his wife and their two sons.
Advisors
Client Onboarding
Nicole Anzalone
Tax Advisors
Keith Baum
Jim Oleksy
Cliff Helfer
Health Care
Legacy
To help you with your legacy plan, we partnered with a well-established estate planning law firm, Perkins & Zayed, The Estate & Trust Law Group (www.trust-lawgroup.com). They have helped more than 2500 families across the U.S., and currently hold licenses in 22 U.S. jurisdictions. Their concentration is in advanced Estate Planning Strategies, Asset Protection, Trust & Estate Administration, Medicaid/Long-Term Care Planning, and Special Needs Planning.
Perkins & Zayed, P.C. and Wealth Financial Services & Tax Advisory are independent of each other and maintain separate offices.
Mark Perkins
Courtney Bonstrom
Jennifer Eseed
Deanna Transon
Carrie Skelton
Investment Team
Brookstone Capital Management and Wealth Financial Services & Tax Advisory are independent of each other and maintain separate offices.
