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Shae Daniel Hess

Advisor at The Mather Group, LLC — Lisle, IL

Updated today

Credentials

CFP®, Series 63

Experience

6 years

Location

Lisle, IL 60532

The Mather Group, LLC logo

The Mather Group, LLC

Multi-team

Total advisors

110

Across 26 offices

Clients per advisor

43 Low

Avg AUM per client

$2,815,514 Very High

HNW client ratio

60% Very High

About

Shae Hess is a CFP® professional with six years of industry experience, currently serving as a financial advisor at The Mather Group, LLC. Prior to joining The Mather Group, Hess held roles at firms including Sebold Capital Management, Northwestern Mutual, and Wells Fargo Advisors. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with customizable portfolio strategies and incorporates AI and machine-learning tools under human oversight.

Client services

Based on The Mather Group, LLC

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on The Mather Group, LLC

Concentrated stock management Options & derivatives strategies Private / alternative investments ESG / Sustainable investing

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Fee options

Fixed

Fixed fees may be charged for tax preparation services for clients below $5,000,000 AUM; also applies for additional tax preparation beyond scope.

Percentage

$0 - $2,000,000: 1.15% $2,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%

Project-based

Financial planning fees are quoted individually as a retainer fee; tax preparation may have a fixed fee for clients below certain asset thresholds.

Other

Account minimum: $1,000,000 Minimum fee: Some legacy clients have minimum fees that may exceed 2% on assets under management; these minimum fees are agreed upon with the client.

Location

See office

Lisle, IL

2443 Warrenville Rd, Suite 150

Lisle IL 60532

Advisors at this office

1

Most active in

Illinois

Work history

6 years of industry experience

The Mather Group, LLC

2026 - Present • 1 year

Chicago, IL

Sebold Capital Management

2023 - 2026 • 3 years

Lisle, IL

Chad McQuade

2023 - 2023 • 1 year

Oak Brook, IL

Northwestern Mutual Investment Services LLC

2023 - 2023 • 1 year

Oak Brook, IL

Wells Fargo Advisors

2022 - 2023 • 1 year

Oakbrook, IL

McLean Wealth Mangement

2022 - 2023 • 1 year

Oak Brook, IL

Unemployed

2022 - 2022 • 1 year

York, PA

Cambridge Investment Research, Inc.

2019 - 2022 • 3 years

Fairfield, IA

Harvest Rock Advisors

2019 - 2022 • 3 years

York, PA

Northwestern Mutual Wealth Management Company

2017 - 2019 • 2 years

Milwaukee, WI

Matthew McCormick

2017 - 2019 • 2 years

York, PA

Northwestern Mutual Investment Services LLC

2017 - 2019 • 2 years

York, PA

DH Distributing

2014 - 2017 • 3 years

Harrisburg, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Noah Y

Series 65

West Chicago, IL

York Wealth Management, LLC

Noah York is the sole advisor at York Wealth Management, LLC, an independent registered investment adviser based in West Chicago, IL. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm in 2024, he worked at West Chicago Bible Church for five years. Outside of financial advising, Noah coaches youth sports through Official Finders, LLC, a role he has held since 2014. York Wealth Management provides discretionary portfolio management and tiered financial planning services to individual and high-net-worth clients. The firm utilizes model portfolios from the Altruist Model Marketplace and applies tactical and strategic asset allocation with ongoing monitoring and tax-management tools.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Entity structure planning (LLC, S-Corp) Tax strategies for small businesses Self-Employed Founder/Business Owner
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Nicole A

CFP®, Series 66

Wood Dale, IL

Parallel Advisors, LLC

Nicole Amore is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC since 2025. Prior to joining Parallel, she worked at Falcon Wealth Planning, Inc., E*TRADE Capital Management LLC, E*Trade Securities LLC, and Morgan Stanley. She also serves as an adjunct professor of finance at multiple institutions, including Harper College, UCLA Extension, New York University, and John Carroll University. Parallel Advisors serves individuals, businesses, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental, technical, and cyclical analysis, and integrates held-away account management and adviser-only investment vehicles.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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John D

Series 65, Series 63

Hinsdale, IL

Doncaster Wealth LLC

John Doncaster is the principal advisor of Doncaster Wealth LLC in Hinsdale, IL, with 12 years of industry experience. He previously spent over a decade with Northwestern Mutual in various roles and has maintained an ongoing affiliation with Pacific Life since 2012. Outside of his advisory work, he is also involved in insurance sales and servicing. Doncaster Wealth LLC is an independent registered investment adviser serving approximately 35 clients with $11 million in assets. The firm offers discretionary asset management and fee-based financial planning, employing tailored investment strategies that incorporate fundamental and cyclical analysis alongside Modern Portfolio Theory.

General retirement planning Income planning Wealth management Tax-loss harvesting Charitable giving tax strategies

Maggie B

CFP®, CPA, RICP®

Naperville, IL

NexJenn Financial Services

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)
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Christopher K

Series 63, Series 65

Wheaton, IL

Wolfstone Wealth

Christopher Krzus is a financial advisor at Wolfstone Wealth with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for U.S. Bancorp Investments for 12 years before joining Wolfstone Wealth in 2023. Outside of his financial advisory role, he coaches 8th grade girls volleyball at the Sports Performance Volleyball Club in Aurora, IL. Wolfstone Wealth provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, businesses, and qualified retirement plans. The firm uses a proprietary, diversified asset allocation methodology informed by multiple analytical approaches and offers customized portfolio management with regular plan reviews.

Active portfolio management Options & derivatives strategies Private / alternative investments
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Jeffrey D

CFP®

Glen Ellyn, IL

4D Financial Advisors, LLC

Jeffrey Dvorak is a CFP® professional with 13 years of experience in financial advising. He has been the sole advisor at 4D Financial Advisors, LLC since 2012. 4D Financial Advisors serves individual and high-net-worth clients by providing investment supervisory services and comprehensive financial planning, including retirement, tax, estate, insurance, and education planning. The firm manages approximately $88 million for about 62 clients, employing a long-term, globally diversified investment approach tailored to documented client objectives and risk tolerance.

General retirement planning Social Security optimization Tax-loss harvesting
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