Team

Chicago Wealth Management Group is your local team of financial advisors that are part of the 8000+ advisors at Cetera Financial Group and our broker dealer Cetera Advisor Networks.

See our Broker Dealer leadership team here: Cetera Advisor Networks (click here).

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management
Designing and Implementing your company 401(k)

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s the best approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

John Scanlon, AIF®

Financial Advisor

(630) 873-3577

[email protected]

John Scanlon is a financial advisor with Chicago Wealth Management Group. John holds the Accredited Investment Fiduciary® designation and Series 7 and 66 securities registrations as well as a life insurance license. Depending...

Matthew Schmit

Financial Advisor

(630) 279-3753

(630) 598-1819

[email protected]

Matt Schmit is a financial advisor with Chicago Wealth Management Group. Matt holds the Accredited Asset Management Specialist accreditation and Series 7 and 66 securities registrations as well as a life insurance license. Depending on...

James Schmit

Financial Consultant

630-941-1647

[email protected]

James Schmit is a Financial Consultant with Chicago Wealth Management Group. Jim holds series 7 and 63 securities registrations as well as a life/health license. Jim believes planning is the key to reaching the goals you wish to have,...

Kim Sherwood

Branch Manager

(513) 312-6867

Kim Sherwood is a financial advisor and our branch manager with Cetera Advisor Networks LLC. With over 15 years’ experience in the financial services industry, Kim focuses on individuals and corporations, providing financial...

James Gibson III

Client Services Associate

630-592-0383

[email protected]

James is a Client Services Associate with Chicago Wealth Management Group. He is currently working on obtaining his Life and Health Insurance licenses. James helps advisors in tasks such as:-Cultivating one-on-one relationships with...

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