Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Leah Vizcarra
Client Relationship Manager
(847) 426-3322
I keep you connected. We’re not just a team, we’re a family, and keeping you connected is key. My responsibilities include facilitating day to day operations, including client service requests and calendar management. I...
Mark J. Strefner
Founding Partner, Private Wealth Advisor
(847) 426-3322
Mark Strefner is a Senior Partner with Chicago-based Infinity Wealth Management, LLC; a premier financial and estate-planning firm located in the suburb of Oakbrook Terrace, Illinois.
Martin Jopek
Operations Manager
(847) 426-3322
I Make It Happen.
As part of Infinity, I wear multiple hats while being centrally focused in the operations hub of the firm.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.