At RMB Wealth Management, advisors are dedicated to providing comprehensive financial planning and investment solutions that help you spend more time focused on living the life you want. Kristy McCullough is Senior Vice President and Lead Wealth Advisor at RMB’s Lake Forest Office, working alongside Lead Wealth Advisor Chanel Dorée (CFP, CPA), both Lake Forest natives. “We are committed to creating lifelong, productive partnerships with our clients,” says McCullough, who brings 23 years of experience to RMB Capital with service as Vice President and Board Member of UnCorked Adventures NFP. “We work with multi-generational families, corporate executives, business owners, retirees, and other high net-worth and ultra-high net-worth individuals.” Dorée says that she and McCullough recognize that there is no one size fits all solution to managing wealth. “We provide thoughtful guidance, listen carefully, educate, and provide individualized high-touch service for our clients and their families to preserve and grow their legacy,” explains Dorée. “The greatest joy is working with people, deepening relationships, and helping others achieve their goals. Being part of the Lake Forest office also offers an opportunity to serve clients in the community that has always been home to us.”
For more information about RMB Capital’s office in Lake Forest, call 847-295-9222 or visit rmbcapital.com.