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

Mary McCartney

Tom McCartney

Founding Principal, My Advisor & Planner

Wealth Manager, RJFS

Meet Tom

Sharon Piet

Mary McCartney

Tom McCartney

Co-founder, My Advisor & Planner

Wealth Manager, RJFS

Meet Sharon

Mary McCartney

Mary McCartney

Mary McCartney

Director of Digital Marketing

Meet Mary

Trent Shockey

Trent Shockey

Mary McCartney

Branch Associate

Meet Trent

Ivy

Trent Shockey

Ivy

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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