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Robert O

CFA®

Chicago, IL

Focus Partners Wealth, LLC

Robert Ochenkowski is a CFA® charterholder based in Chicago, IL, with one year of industry experience. He has worked at Altair Advisers, Fiducient Advisors, and Northern Trust, and has been involved with Th Colony Group, LLC since 2014. He is affiliated with Focus Partners Wealth, LLC, an enterprise firm serving individuals, families, institutions, and businesses with wealth advisory and investment management services. The firm employs a long-term investment approach that integrates active and passive strategies within a tax- and fee-sensitive framework and offers a broad range of financial and fiduciary services.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Roger A

CFA®

Chicago, IL

Focus Partners Wealth, LLC

Roger Albrecht Jr. is a CFA® charterholder with 22 years of industry experience. He is currently a financial advisor at Focus Partners Wealth, LLC and has previously worked at The Colony Group, Connectus Wealth, and Mid-Continent Capital. Outside of his advisory role, he is the owner and managing director of Blue Sapphire Capital 1 LLC, an investment real estate business. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Arthur U

CFP®, CFA®

Chicago, IL

Focus Partners Wealth, LLC

Arthur Urban is a CFP® and CFA® with nine years of industry experience, currently advising at Focus Partners Wealth, LLC since 2024. He previously worked at Connectus Wealth, LLC, Mid-Continent Capital, and Martin Investment Management. Outside of finance, he operates Airplane Adventures LLC, where he provides flight instruction. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various asset classes.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Lawrence B

CFP®, Series 63, Series 65

Chicago, IL

Focus Partners Wealth, LLC

Lawrence Brottman is a CFP® professional with 22 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, Connectus Wealth, and Mid-Continent Capital. Focus Partners Wealth, LLC serves a diverse client base including individuals, family offices, corporations, and retirement plans, offering a range of services from investment management to financial counseling and tax management. The firm employs a long-term, tax- and fee-sensitive investment approach with a focus on enhanced open architecture, integrating multiple asset classes and strategies while leveraging an extensive network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Mark S

CFA®, Series 65

Chicago, IL

Focus Partners Wealth, LLC

Mark Sagen is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Connectus Wealth, RMB Capital Management, and Calamos Wealth Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Timothy K

Series 65

Chicago, IL

Focus Partners Wealth, LLC

Timothy Kindelin is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at McAdam Financial and Indiana University. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm’s approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework and offers a range of specialized investment programs and fiduciary services.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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John A

CFA®, Series 63

Chicago, IL

Focus Partners Wealth, LLC

John Adamczyk is a CFA® charterholder with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, Connectus Wealth, Mid-Continent Capital, and JPMorgan in various roles from 2010 to 2024. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis alongside a broad range of investment strategies and affiliated service offerings.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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