Our Team

Scott Kurkjian

Wealth Management Advisor

Scott began his career in the Financial Services Industry 32 years ago at The Northern Trust with an understanding that great service and personalized attention towards each client is a recipe for developing a successful Financial Advisor/Client relationship.

He provides Individuals, Families, and Business Owners with guidance and education in all areas of Wealth Management.  These areas include: Retirement and Investment planning, Risk Management, Succession Planning for Businesses, Estate and Wealth transfer strategies for families.

Scott’s investment philosophy begins with the central belief that every client has their own unique goals and circumstances requiring him to create an investment strategy that is highly customized and tailored to fit each client’s needs.

Scott and his wife Giaia have 3 adult children and reside as “empty nesters” in Geneva Illinois with their dog Cinco.  He enjoys gardening, traveling, exercising and donating his time to support charitable organizations.

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