My Advisor & Planner LLC

(630) 457-4068

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My Advisor & Planner LLC

(630) 457-4068

  • Home
  • About Us
  • Professional Services
  • Contact Us
  • Blog

Meet Our Experienced Team

Tom McCartney

Michael Holevas

Tom McCartney

Founding Principal, My Advisor & Planner

Wealth Manager, RJFS

Meet Tom

Sharon Piet

Michael Holevas

Tom McCartney

Co-founder, My Advisor & Planner

Wealth Manager, RJFS

Meet Sharon

Michael Holevas

Michael Holevas

Michael Holevas

Wealth Manager, RJFS

Meet Michael

Mary Nieters

Trent Shockey

Michael Holevas

Director of Digital Marketing

Meet Mary

Trent Shockey

Trent Shockey

Trent Shockey

Branch Associate, RJFS

Meet Trent

Ivy

Trent Shockey

Trent Shockey

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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