Leadership Team Jeremy Dicker - PartnerJeremy Dicker Partner - Santa Monica (310) 899-3136 (310) 899-3100 email@example.com Jeremy Dicker is a Founding Partner of One Wealth Management, a boutique financial services firm based in Santa Monica. Jeremy’s vision has always been to help clients by implementing comprehensive financial planning, asset management and insurance strategies, within an ultra-high-touch environment, in which every client is made to feel as important as they really are. Unafraid to push boundaries, Jeremy sets the bar high for himself and his team.Jeremy joined Hoopis Group in 2012 with over 20 years of experience in the financial services industry. He started in the industry the day before his eighteenth birthday, moved out on his own, and worked his way to the top while going to college.He is actively involved in the community, and wholeheartedly believes in giving both time and money to causes he supports. Jeremy is particularly interested in helping the disadvantaged get a fresh start, making sure children are not mistreated, and advancing financial literacy in Los Angeles and beyond. Jeremy is a member of the Association for Advanced Life Underwriters (AALU), the National Association of Insurance and Financial Advisors (NAIFA), the Entrepreneurs’ Organization, and is a Los Angeles Five Star Wealth Manager* which is awarded to the top advisors in the city. When Jeremy is not working hard for his clients he enjoy golfing, running and travelling. He resides in Playa del Rey, CA with his wife, Brandi and their two kids.Producer(s) operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such marketing names are not subsidiaries or affiliates of MassMutual or its affiliated companies.Bret Hartung - PartnerBret Hartung Partner – Chicago (312) 356-2189 (312) 347-1666 firstname.lastname@example.org Bret Hartung joined Hoopis Group in 2014 as Partner. His practice has always been, and continues to be, based on working collaboratively with clients in the areas of investment advisory services, access to asset management programs, insurance planning, retirement and estate planning. Bret also works with business owners as a business continuation consultant.Bret has been in the financial services industry for over 25 years. In this time, he has been recognized by his peers as well as industry standards for which he has been awarded for his accomplishments including Million Dollar Round Table (MDRT) Top Table, Top of Council and Blue Chip Council since 2014. Bret earned his degree at Southern Illinois University.Bret enjoys travelling with his wife, Tarah and their twins, Ethan & Riley. Aside from being an avid golfer and field hunting, Bret enjoys spending time with friends and family at their lake house in Michigan.Michael Lacey - PartnerMichael Lacey Partner – Chicago (312) 356-2103 (312) 347-1666 email@example.com Mike Lacey is a Partner & Financial Advisor with Hoopis Group. Mike has over ten years of experience in the insurance and financial services industry with a proven track record of success. Mike attributes his success to being committed in maintaining the focus, discipline and motivation to impact the financial and emotional quality of life of the advisors he leads and the clients we serve.Mike is a graduate of Loyola University Chicago, where he earned a degree in Business Administration and a minor in Economics. Passionate about serving his clients, Mike specializes in helping individuals, medical professionals, closely held businesses and corporate clients create financial security. He leverages his expertise in providing strategies for managing their risks, accumulating assets for retirement, and providing solutions for employee and executive benefits.Mike believes in giving back to both the community and the industry he has grown so passionate about. He participates in various youth sports organizations, along with helping youth and families through his work with community groups. Mike is a past Board Member of CASA Dupage and gives time and energy towards Lurie Children's Hospital, Teen Living Program, Junior Achievement of Chicago and Feed My Starving Children. Industry focused, Mike is a current Board Member of the National Association of Insurance and Financial Advisors (NAIFA) Chicago Region, member of GAMA International and the MassMutual Political Action Committee.Mike resides in Downers Grove, IL with his wife, Richelle, and their three children Connor, Kiernan and Colin. He enjoys playing golf, coaching his kids in various team sports and spending time with his family in Lake Geneva. Mike and his family are active members and contributors of St. Joe’s Parish in Downers Grove. Mike is also passionate about the great sports teams of Chicago, specifically the Bears, Blackhawks and White Sox.Willam McDermott, LUTCF, LLIF - PartnerWilliam McDermott, LUTCF, LLIF Partner – Chicago & Willowbrook, IL (312) 356-2114 (312) 347-1666 firstname.lastname@example.org Bill McDermott joined Hoopis Group with over 30 years of experience in the financial services industry working in both the domestic and international marketplaces. Bill is responsible for the recruitment, coaching and management of his team in Chicago and Willow Brook.Beginning his career as a producer, his experience includes roles as a Managing Director, Chief Agency and Chief Marketing officers. His corporate experience spans a period of 20 years, of which 17 years were spent living in South East Asia successfully building Agency Distribution organizations in Hong Kong, Singapore, Malaysia and Taiwan. Bill has served on the executive board of NAIFA Chicago and has won numerous industry awards. He a graduate of Midland College and has earned the LIMRA Leadership Institute Fellow designation (LLIF) from LIMRA and the University of Pennsylvania – Wharton School of Business. Bill also holds his FINRA Series 7, 26, 66 and 51.Bill is actively involved in the community and passionate about volunteering for animal rescue and Alzheimer’s disease. Bill loves to travel and stay active. He and his wife, Kathy, live in Burr Ridge, IL and have a daughter, Alexandra.Paul Tokarz - PartnerPaul Tokarz Partner & Financial Advisor - Chicago (312) 356-2115 (312) 347-1666 email@example.com As a Partner with the Hoopis Group, Paul's leadership role includes mentoring other financial professionals in the firm and sharing with them the skills and understanding he has acquired during his financial services career. Paul has contributed to his own financial planning since he was in college, and decided to fully pursue a career in financial planning in 2011. His first year was filled with many accomplishments including MDRT level of production and later achieving Bronze, Silver, Gold, and Platinum awards. In addition, Paul received the Quality Award from NAIFA. In 2016, Paul's production and drive landed him in the top 1% of Massachusetts Mutual Life Insurance Company's financial representatives and as the number one advisor in his tier group. Paul currently holds his Series 7, Series 65, Series 6 and Series 63 FINRA investment licenses. Looking back on his first few years in the business Paul is "proud of the changes he is making in people's lives." He really enjoys understanding what his clients' needs are by asking the tough questions that most people aren't comfortable asking.Paul is originally from the Mayfair Park neighborhood of Chicago and now resides in Streeterville. He is a graduate of Bradley University. Paul's core values are: integrity, loyalty, and being authentic. He is looking to speak with individuals who want to take care of themselves and their families; people who want to help themselves grow and protect their wealth. An ideal client would be someone that shares similar goals and values as him. He has a very experienced support staff to help service his clients in all aspects of financial planning.Not only does Paul run a successful financial planning practice, he is a true believer in giving back. He is actively involved in the Make a Wish Foundation, specifically the Eileen Keller Memorial Golf Tournament where they have raised over $100k for the organization. He is also a corporate sponsor and executive board member of Notre Dame College Prep - an all male Catholic school in Chicago.In his spare time, Paul enjoys spending time with his wife Kerriann, his family, and running. He has successfully completed two Chicago marathons! He is very excited to grow something together here at the Hoopis Group and wants to help create a culture that has its own unique style.Teresa Fitzgerald - Managing DirectorTeresa Fitzgerald Managing Director (312) 356-3121 (312) 347-1666 firstname.lastname@example.org Teresa M. Fitzgerald is Managing Director for Hoopis Group in Chicago. She specializes in business coaching and marketplace development. While maintaining a focus on agency productivity, retention, and growth with new financial associates to established advisors.Teresa M. Fitzgerald is Managing Director for Hoopis Group in Chicago. She specializes in business coaching and marketplace development. While maintaining a focus on agency productivity, retention, and growth with new financial associates to established advisors.Teresa joined Hoopis Group in August 2013. She began her career in the financial services industry in 2006, where she engaged in previous roles within Northwestern Mutual, centered on growth, retention and development. Some of these roles include: Associate Financial Representative, Director of Development, Marketing Manager and Director of Agency Internship Program. Teresa has a background in banking, law enforcement, and marketing. She has spent time working in areas all over the United States during her career, such as North Carolina, New York and the Chicagoland area. She attended Kankakee Community College, Parkland College and the University of Illinois Police Training Institute.Teresa resides in New Lenox with her husband, Jonathan, her son, Noah, and their two dachshunds. In her spare time, she enjoys spending time with her family and friends. She has many passions in life that give her the drive and determination to make the most of every single day.John Greene III - Managing DirectorJohn Greene III Managing Director - Deerfield (847) 831-7116 (847) 374-1516 email@example.com John Greene was born and raised in Detroit, Michigan where he developed his core values of Faith, Family, Hard Work and treating others as he would like to be treated. John started in the Financial Service Industry with NML in 2000 and was a Financial Representative and Managing Director during his 15 year tenure. In 2015 John joined the Hoopis Group team and was soon promoted to Managing Director of our Deerfield Office. John is responsible for the recruitment, sales management, training and coaching of the Deerfield Office to maintain and expand its growth. Aside from managing his team, John runs a successful Financial Services practice where he is focused on helping his clients achieve their most important financial goals.John lives in River North with his wife, Eva, and their Cockapoo, Kobe. He serves as the Executive Vice President for the non-profit organization, 20 Second Timeout, where their vision is to support the endeavors of underserved youth by assisting and empowering them in the areas of education, quality of life, and professional development. In addition, John is a die-hard Michigan Wolverine fan, loves golfing, attending sporting events and traveling with Eva.Bob Leonardo - Managing DirectorBob Leonardo Managing Director – Naperville (630) 857-3081 x 101 firstname.lastname@example.org Bob Leonardo joined Hoopis Group in 2012 as Managing Director of our Naperville office. As Managing Director, Bob is responsible for recruitment, development and management of the Naperville district office. Aside from managing his team, Bob maintains his own financial services practice. Bob thrives on building solid client relationships and helping his clients achieve their financial goals and commitments.Bob received his Bachelor of Arts degree in Economics from Villanova University. Bob holds his FINRA Series 6, 63 and is pursuing his 65. In his time in the industry, Bob has received recognition as a member of the Million Dollar Round Table (MDRT) every year since 2010, as well as qualifying for Management Summit and Leaders Conference in 2015.Bob loves spending time with his wife, Colleen and his daughter, Cassidy. Bob enjoys being outdoors camping, fishing and competing in triathlons. Bob is also a huge college basketball fan.Vincent M. Silva - Vice PresidentVincent M. Silva Vice President & Financial Advisor - Chicago (312) 356-2117 (312) 347-1666 email@example.com Vincent Silva joined Hoopis Group as a Managing Associate in 2015. Vince’s leadership role includes mentoring other financial professionals in the firm and sharing with them the skills and understanding he has acquired during his financial services career. As an Advisor, Vince creates a personal planning analysis tailored to each individual client or family based on their objectives. Whether those initial priorities are defensive (risk management) or offensive (wealth accumulation) in nature, Vince and his team pride themselves on building lasting relationships, in order to help their clients meet their goals and to preserve and distribute their wealth later on with certainty, objectivity, and tax-efficiency.Vince became interested in financial planning as a career when he was a young child. His father always held high regards for their family advisor growing up and used to allow Vince to sit in on the meetings. Vince went on to graduate from Carthage College with a double major in Finance and Business Administration, with a minor in Economics. Vince also earned himself an internship with a large, national financial services company his junior year of college where he began working as a financial professional. Vince was the nation’s leading college intern amongst 2500+ candidates and has carried that success on throughout his years as a financial advisor. Since 2013, Vince has qualified every year for the prestigious Million Dollar Round Table (MDRT), which recognizes the top performers in the industry, as well as qualifying every year since 2012 for the National Association of Insurance and Financial Advisors Quality Award.Outside of work, Vince is devoted to his family and community. He enjoys spending time with his family, working out, playing golf, traveling, and attending musical concerts around the country. Vince is an active member at his church and spends much of his free time volunteering at “By the Hand Club for Kids” as well as other volunteer organizations to help fulfill the mission of transforming lives, renewing the city of Chicago, and impacting the World.Adam Bukowski - Senior Managing AssociateAdam Bukowski Senior Managing Associate – Chicago (312) 356-2118 (312) 347-1666 firstname.lastname@example.org Adam Bukowski joined Hoopis Group in 2014 as a Financial Representative and Managing Associate in our Chicago office. Adam coaches and mentors other Financial Representatives while continuing to build his financial services practice. Adam helps his clients gain the confidence, clarity and security of knowing they have prepared the proper strategy to guide them and their family through all the major stages of their lives.Adam entered the financial services industry at Northwestern Mutual where he spent five years as a Financial Representative. He received his degree from International Academy of Design and Technology where he graduated with honors. He holds his FINRA Series 6 and 63. Adam has received many awards including Pace Setter 40 in 2010, Second 60 in 2011, Century Club, Rookie of the Year and was a Leaders Conference Qualifier all in 2014.Adam is originally from the south suburbs where he currently lives with his wife and daughter. He enjoys spending his time with his family and friends and is a sports enthusiast.Jim Garabedian, CLTC, CFBS - Senior Managing AssociateJim Garabedian, CLTC, CFBS Senior Managing Associate - Naperville (630) 857-3328 email@example.com Jim Garabedian joined Hoopis Group in 2012 as a Financial Representative and Managing Associate in our Naperville Office. He mentors and coaches other Financial Representatives while maintaining his own financial services practice. Jim helps his clients, including individuals, families and closely held businesses to make smart decisions with their finances.Jim has over 14 years in the financial services industry. He spent 10 of those years at Northwestern Mutual where he held various Leadership positions, managing a team of 15 representatives. Prior to NML, he worked for 10 years in the banking industry in accounting and money management. Jim graduated from Assumption College with a Bachelor’s degree in Accounting and earned his Master’s degree in Finance from Suffolk University. Jim holds professional designations as a Certified Family Business Specialist (CFBS) and his certification in Long Term Care (CLTC). He also holds his FINRA series 6 and 63. Jim has received recognition through qualifying for the Million Dollar Round Table (MDRT) in 2003, 2013 and 2014. He has qualified for Century Club every year since 2004 and also received the HG Lives Leader and Living the Dream awards in 2014 when he also became a Blue Chip Circle member.Jim is originally from Boston, MA and moved to Chicago in 2000. Jim loves to travel with his wife and three children. Jim is an avid sports fan, and enjoys watching and supporting all of the New England teams. He is a coach to all of his children in various sports each season.Jeremy Fager - Managing AssociateJeremy Fager Managing Associate - Chicago (312) 356-2170 (312) 347-1666 firstname.lastname@example.org Jack Walsh - Managing AssociateJack Walsh Managing Associate & Financial Advisor – Chicago (312) 356-2105 (312) 347-1666 email@example.com Jack Walsh joined Hoopis Group in 2014 as Financial Advisor and Managing Associate in our Chicago Office. For over 8 years Jack’s clients have chosen to work with him because he builds significant relationships based on trust, integrity, and a genuine caring. He invests the time to understand each client’s situation, explains thoroughly what is and is not possible, and most importantly, always does what's in his client’s best interest. The real benefit is Jack’s clients have the confidence, peace of mind, and safety in knowing they have an advisor going above and beyond for them and their family.Jack entered the industry in 2004 as a Supplemental Insurance Advisor at Aflac and Colonial Life. He then spent five years at Northwestern Mutual as a Financial Advisor. Jack graduated from Millikin University with his Bachelor’s Degree in Business and Finance.Jack lives an active lifestyle and loves to play basketball, softball and golf. He also enjoys taking his chocolate lab, Jackson, to the beach with his wife, Christina.Michael Windisch – Chief Operating Officer & ASOMichael Windisch Chief Operating Officer & ASO - Chicago (312) 356-2147 (312) 347-1666 firstname.lastname@example.org Michael Windisch joined Hoopis Group in 2014 as Agency Supervisory Officer. Michael helps ensure that our financial professionals conduct their business in an ethical manner and in compliance with the regulations that apply to our business.He started in the financial services industry in 2001 at Northwestern Mutual as an Associate Wealth Management Advisor. After his stint as an AWMA, Michael became the Director of Investment Operations from where he gradually transitioned into the compliance world, finally becoming the Director of Network Office Supervision at his previous agency. Michael earned his Bachelor’s degree in International Business from the University of Nebraska and his MBA in Management from the University of Illinois-Chicago. Michael holds his FINRA Series 6, 7, 63, 66, 9 and 10.Michael was born and raised in South Africa and moved to the United States in 1996 to attend college on an athletic scholarship. He competed in the 2000 Olympics in Sydney swimming for Austria. Michael now teaches weekly swimming lessons to kids. He also loves to travel and enjoys trying new restaurants.Paul Gassel – Investment SpecialistPaul Gassel Investment Specialist - Chicago (312) 356-2167 (312) 347-1666 email@example.com Paul Gassel is the Managing Partner of WWM Investments, LLC in Chicago, a firm with $350 million in assets under advisement. In this role, Paul works directly with individuals and business owners to implement wealth management, investment, retirement and risk management strategies designed to provide long-term financial strength and security.Paul founded WWM in 2010, having served as a Financial Advisor in Chicago since 1995. Each year since 2012, Paul earned the distinction of being named a “5 Star Wealth Manager” by Chicago magazine, a designation awarded to the top 3% of wealth advisors in Chicagoland. Since 2002, Paul has been a Court of the Table Member of the Million Dollar Round Table, an organization recognizing top producers and leaders in the financial services industry. In addition, Paul has been acknowledged as the Hoopis Group’s top securities advisor since 2003. Most recently, Paul was recognized in Forbes magazine’s 2016 Wealth Managers Black Book.Paul serves on the boards of Erie Neighborhood House and Norwegian American Hospital. His commitment to giving back to the community also includes supporting the Ronald McDonald House Charities and the Teen Living Program in Chicago.Paul received his bachelor’s degree from the University of Alabama and his Certified Funds Specialist designation from the Institute of Business and Finance. He is a Investment Advisor Representative and member of the National Association of Insurance and Financial Advisors.Paul resides in Chicago’s Lincoln Park neighborhood with his wife Jeanine and their two daughters.Sean Lamb – Annuity & LTC SpecialistSean Lamb Annuity, Disability and Long-Term Care Specialist – Chicago (312) 356-2123 (312) 347-1666 firstname.lastname@example.org Sean Lamb has over 30 years of experience in the financial services industry. Sean’s background, experience and commitment to providing clients with the resources they need to make financial decisions help make his clients financial future successful.Sean graduated from DePaul University with his Master’s degree in Finance and Economics. Sean holds his FINRA Series 6 and 63. In Sean’s free time he enjoys golfing, watching NCAA Basketball and running marathons.John Ocwieja, CFBS - Family Business SpecialistJohn Ocwieja, CFBS Family Business Specialist - Chicago (312) 356-2141 (312) 347-1666 askJFO@hoopisgroup.com For 18 years, successful individuals have looked to John because he guides them towards financial success with passion, knowledge, and candor. What this means is that he is inspired by their goals and eager to share his creative process: educating them on their options, demonstrating their alternatives, and crafting optimal solutions in collaboration. Bottom line: clients have the clarity, confidence, and capabilities to move forward through life with power, capturing more opportunities and handling threats with certainty.A perennial qualifier for his company’s prestigious Blue Chip Council and Top of the Council awards, John has also been featured in Best’s Review, the Chicago Tribune, and the Wall Street Journal. He is a widely sought speaker, discussing topics such as retirement planning, generational family wealth, succession planning, risk management, and tax-advantaged strategies.John is actively involved with Teen Living Program, an organization that supports and strengthens youth at risk. He’s a member of the Entrepreneurs Institute in Chicago, and a lecturer and sponsor at the Loyola University Family Business Center. An Indiana University alum, John has continued his education with industry courses in investment management, economics, financial planning and risk management. A Chicago resident, outside of work John enjoys fine dining, travel, theatre, and attending sporting events, and spends much of his non-work time in San Diego.John Ocwieja is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC.