My Advisor & Planner LLC

(630) 457-4068

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      • Walking the Walk
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My Advisor & Planner LLC

(630) 457-4068

  • Home
  • About Us
    • About Us
    • Our Team
    • Private Means Private
    • Walking the Walk
  • Professional Services
  • Contact Us
  • Blog

Meet Our Experienced Team

Tom McCartney

Tom McCartney

Tom McCartney

Founding Principal, My Advisor & Planner

Wealth Manager, RJFS

Meet Tom

Sharon Piet

Tom McCartney

Tom McCartney

Co-founder, My Advisor & Planner

Wealth Manager, RJFS

Meet Sharon

Michael Holevas

Michael Holevas

Michael Holevas

Wealth Manager, RJFS

Meet Michael

Ivy

Michael Holevas

Michael Holevas

Chief Pawsitivity Officer

Meet Ivy

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65 N. River Lane, Suite 212, Geneva, IL 60134 | (630) 457-4068


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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. My Advisor & Planner, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

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