Contact Us

Federal Employee Benefits Specialist/Financial Planning/Retirement Planning & Health Specialist:

Brian Whitaker – ChFEBC

Phone: (262)342-5057

Fax: (866)537-1745


Sharif Bakhoum

Phone:(847)452-4733 or (224)330-6703

Fax: (866)572-5106



Wisconsin Office

300 Robert St
Burlington, WI 53105

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Illinois Office

3710 Commercial Ave
Suite 3
Northbrook, IL 60062
Office 224-330-6703

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