Shane Gornik focuses on providing his clients with a framework for making informed financial decisions. He provides products and services to his clients who are looking for guidance on retirement planning, wealth management, estate planning, legacy planning, college funding, special needs planning, and financial planning. Throughout his career, he has provided his clients with detailed insight, focused attention, and extensive knowledge. Shane’s team is committed to creating customized solutions for each client’s specific situation. Shane is a graduate of Illinois Wesleyan University with a degree in Business Administration, with a Specialization in Finance, and a Minor in Economics. He has also earned his Certified Financial PlannerTM certification. Shane has been named a Five Star Wealth Manager* by Chicago Magazine* in 2015, 2016, and 2017. He is a member of the National Association of Insurance and Financial Advisors (NAIFA). Shane lives in Chicago with his wife Carrie and his daughters Abbie and Emma.
*The FIVE STAR Wealth Manager Award is granted by Five Star Professional, an independent marketing firm. This award is not indicative of future performance and is based on nominations by industry professionals in a given market area and objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets.