My Advisor & Planner LLC

(630) 457-4068

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      • About Us
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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
  • Client Access

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

Chartered Financial Analyst (CFA)

Wealth Manager, RJFS

Meet Michael

Samantha Meyer

Samantha Meyer

Michael Holevas

Client Service Associate

Meet Sam

Ivy

Samantha Meyer

Otis

Chief Pawsitivity Officer Emeritus

Meet Ivy

Otis

Samantha Meyer

Otis

Pawsitivity Officer-In-Training

MEET OTIS

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107 S. 2nd Street, 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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