Lisa Meredith
Chicago Regional Director
312.741.0975
lisa@provisors.com

Welcome to ProVisors – Chicago

Our Chicago region includes 11 Home Groups and 5 Affinity Groups throughout the Chicago area. Our groups are all curated to maximize cross-referral opportunities, which allows you to provide clients with trusted recommendations. Home Group meetings, Troikas (three-person meetups), and social events help you form deeper connections with members.

As an invitation-only community, our members are vetted to ensure that the Chicago region consists of high-quality trusted advisors. Join ProVisors to expand your network, increase your brand awareness, and accelerate the growth of your business.

BECOME A MEMBER

Chicago Group Leaders

Keith Allen - ProVisors - Chicago
Keith Allen
Partner
Mandell Menkes, LLC
Chicago 7
Mitchell Chaban - ProVisors - Chicago
Mitchell Chaban
Partner
Levin Ginsburg
Chicago 8
Puneet Cham - ProVisors - Chicago
Puneet Cham
Attorney
Latimer LeVay Fyock LLC
Chicago 3
Philip Gafka - ProVisors - Chicago
Philip Gafka
Principal
L.E.A.P. Associates, Inc.
Chicago 1
Zach Gay - ProVisors - Chicago
Zach Gay
Vice President, Employee Benefits
USI Insurance Services
Chicago 12
Beth Kraszewski - ProVisors - Chicago
Beth Kraszewski
President / Wealth Manager
Purposeful Wealth Advisors
Chicago 2
Katy Mickelson - ProVisors - Chicago
Katy Mickelson
Attorney
Beermann LLP
Chicago Central
Dory Rodriguez - ProVisors - Chicago
Dory Rodriguez
Lifestyle Financial Planner
HighPoint Planning Partners
Chicago 5
Hillard Sterling - ProVisors - Chicago
Hillard Sterling
Partner
Clausen Miller PC
Chicago 9
David Ventura - ProVisors - Chicago
David Ventura
Managing Principal
Twende Investment Group
Chicago 6
Sue Waldman - ProVisors - Chicago
Sue Waldman
HR Business Partner
HRBoost
Chicago 10

Chicago Affinity Group Leaders

Steven Glick - ProVisors - Chicago
Steven Glick
President
CG Realty Group
Chicago Real Estate Affinity Group
Adam Grais - ProVisors - Chicago
Adam Grais
Member
McDonald Hopkins LLC
Chicago Estate and Succession Planning Affinity Group
Michael Liss - ProVisors - Chicago
Michael Liss
Business and Franchise Attorney
FRANLAW - The Franchise Law Firm.
Chicago Mergers & Acquisitions Affinity Group
Tami Semler - ProVisors - Chicago
Tami Semler
Asset Protection
Ashford Insurance Agency
Chicago Women's Affinity Group
Nina Stillman - ProVisors - Chicago
Nina Stillman
Managing Partner/Owner
The Stillman Law Group
Chicago Lawyers Affinity Group

Interested in joining ProVisors?

To learn more about joining ProVisors in Chicago please contact Regional Director Lisa Meredith using the form below.

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