My Advisor & Planner LLC

(630) 457-4068

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    • Home
    • About Us
      • About Us
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      • Private Means Private
      • Walking the Walk
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      • Quick Links for Clients
      • Document Library
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My Advisor & Planner LLC

(630) 457-4068

  • Home
  • Professional Services
  • Contact Us
  • Blog

Meet Our Experienced Team

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Tom McCartney, Founding Principal

Tom McCartney, Founding Principal

Tom McCartney, Founding Principal

Meet Tom
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Sharon Piet, Sr. Wealth Advisor

Tom McCartney, Founding Principal

Tom McCartney, Founding Principal

Meet Sharon
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Mary McCartney, Director of Digital Marketing

Mary McCartney, Director of Digital Marketing

Mary McCartney, Director of Digital Marketing

Meet Mary
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Ivy, Chief Positivity Officer

Mary McCartney, Director of Digital Marketing

Mary McCartney, Director of Digital Marketing

Meet Ivy

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Traditional life insurance as well as securities offered in IL, IN, FL, MI, MN,  OH,  and WI.  Securities also offered in AZ, CA, CO, IA and MO. Residents  of other states should consult a locally licensed representative for  insurance and/or securities products. As our registrations in additional  states progress we will update this site. Securities  & Investment Advisery Services Offered Through M Holdings  Securities, Inc., a Registered Broker/Dealer and Registered Investment  Adviser. Member FINRA/SIPC.  My Advisor & Planner LLC is  independently owned and operated and is a member of the M Financial Group.  For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.   Please go to www.mfin.com/DisclosureStatement.htm for further details regarding this relationship.  Please also visit www.finra.org and www.sipc.org for more information.

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