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"This is a quote from a Coyle Leader. These can appear randomly from a few select quotes."

kevin Coyle

wealth advisor, principal

Every Step Together

About

Meet Our Dedicated Team of Financial Experts

At Coyle Financial, our dedicated team stands ready to guide you through your financial journey. Each member brings a wealth of knowledge, experience, and commitment, ensuring that every client receives personalized advice.

Together, we share a unified vision: to provide clarity, foster trust, and pave the way for your financial success.

Advisory Team

We are a multi-generational team dedicated to trust, integrity, and lasting relationships, helping families plan with confidence. From our offices in Glenview, Fort Myers, and Naples, we provide personalized guidance to support your long-term goals.
Team Lead:
Location:
Glenview, Fort Myers, Naples
Kevin Coyle

Kevin Coyle

Wealth Advisor, Principal

Gary Klaben

Gary Klaben

Wealth Advisor, Principal

Adam Blonsky

Adam Blonsky

Wealth Advisor, Partner

Jenny Selvaggio

Jenny Selvaggio

Wealth Advisor, CFP

Will Palmer

Will Palmer

Wealth Advisor

Dave Smestuen

Dave Smestuen

Chief Operating Officer

Rebecca Fragassi

Rebecca Fragassi

Service Advisor, CFP

Rachelle Rodman

Rachelle Rodman

Service Advisor, CFP

Client Services Team

Our Client Services team partners closely with your advisor to make sure every detail is handled with care and precision. With their support, you gain a responsive, detail-oriented team committed to delivering the elevated experience you deserve.
Team Lead:
Sabrina Hilbert
Location:
Sabrina Hilbert

Sabrina Hilbert

Client Services Manager

Anna Fabiani

Anna Fabiani

Senior Client Services Associate

Katarzyna Kasiarz

Katarzyna Kasiarz

Client Services Associate

Aleksandra Jurkowski

Aleksandra Jurkowski

Client Services Associate

Kiersten Collins

Kiersten Collins

Client Services Associate

Michael Pauloski

Michael Pauloski

Client Services Associate

Operations & Investments

Team Lead:
Location:
Glenview, IL
John Finley, CFA

John Finley, CFA

Chief Investment Officer

Ryan June

Ryan June

Operations Manager

Megan Merrigan

Megan Merrigan

operations Manager

Vicki Schauer

Vicki Schauer

Financial Planning Specialist

Owen McNamara

Owen McNamara

Operations Associate

Marketing & Administration

Team Lead:
Location:
Glenview, IL
Katie Hickman

Katie Hickman

director of business development

Chanyn Pieper

Chanyn Pieper

Compliance & HR Associate

Karyn Lachenschmidt

Karyn Lachenschmidt

Office Manager

Dawn Spiewak

Dawn Spiewak

Receptionist

careers

Dive into a culture of open communication, collaboration, and client-focus with our dynamic team.

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Contact

Let's Begin

Start the conversation today by reaching out to our team.

phone:
847-441-5644
Fax:
847-441-5258
email:
info@coyle.com