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Cole P
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Cole Pedro is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following prior roles at The Ayco Company and Mercer Allied. Pedro also held positions outside finance, including work at Dunkin Donuts and Anderson Windows. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm offers tailored investment strategies supported by proprietary research and an integrated approach leveraging capabilities across the broader Goldman Sachs organization.
Maxwell T
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Maxwell Thompson is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Performance Wealth Partners and Brad Scott - State Farm Agency. Outside of advising, he has been involved in entrepreneurial ventures including a moving company and a yogurt business. Goldman Sachs Wealth Services advises a broad client base ranging from individual investors to institutional clients, providing financial planning and portfolio management. The firm offers tailored plans using strategic allocation models and proprietary research, with integrated access to the wider Goldman Sachs ecosystem and a variety of specialized programs.
Mariam S
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Mariam Sargsyan is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC and EY Armenia. Her background includes academic roles at the University of Florida and Nebrija University. Goldman Sachs Wealth Services supports a diverse client base, including individual investors, corporate participants, executives, and institutional clients, by providing financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth management. The firm uses strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem to tailor solutions aligned with client objectives.
Natalie W
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Natalie Williams is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Nordstrom and served in various roles at educational institutions, including Lake Forest College, Villanova University, and Woodlands Academy of the Sacred Heart. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of services such as Private Family Office programs, Specialized Executive Wealth programs, and access to Alternative Investments.
Shelton M
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Shelton Mudzingwa is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he worked at Palisades Growth Capital and has a background that includes four years at Lake Forest College as both a student and, more recently, as an assistant rugby coach. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm leverages centralized investment resources and offers tailored services through both discretionary and non-discretionary managers within a large integrated financial group.
Virginia M
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Virginia Morrow is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 credential and has previously worked at PwC and UCLA in addition to her current role. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management supported by strategic allocation models and manager selections, with access to specialized services and alternative investments.
Yuri C
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Yuri Crenshaw is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, Yuri spent time in education at Spelman College and worked at Canyon Partners and EDENS. Goldman Sachs Wealth Services advises a wide range of clients including individual investors, corporate participants, executives, and institutional clients. The firm offers comprehensive financial planning and portfolio management, leveraging strategic allocation models and specialized programs, with access to a broad Goldman Sachs ecosystem of affiliates.
Karen H
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Karen Hendrick is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 11 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm leverages centralized investment resources and a variety of tailored offerings, delivering services through both direct and partner programs.
Elliott T
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Elliott Thron is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds the Series 66 credential and has worked at Goldman Sachs & Co. LLC since 2021, following eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management through tailored strategies developed by specialized investment groups, leveraging both proprietary and third-party analytics to serve clients across various platforms and fee arrangements.
Nolan L
Series 63, Series 65
Deerfield, IL
Goldman Sachs Wealth Services
Nolan Lenc is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with The Ayco Company, L.P./Mercer Allied and has experience at National Home Rentals and Allied Benefit Systems, Inc. Goldman Sachs Wealth Services serves a broad client base, including individual investors, corporate and employer-sponsored clients, executives, plan sponsors, and institutional investors. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office programs and Financial Wellness, utilizing strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.
Kyle S
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Kyle Stokien is a financial advisor with Goldman Sachs Wealth Services in Deerfield, IL, holding a Series 66 designation and 21 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 17 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutions, offering financial planning, portfolio management, and specialized programs through an integrated approach across the Goldman Sachs platform.
Kidus Yared B
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Kidus Yared Bayou is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and entering his first year in the industry. His prior experience includes roles at Swiss Re and educational positions at The College of Wooster, Ethio-Parents' School, and the British International School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic allocation models and a range of advisory services supported by affiliates across the Goldman Sachs ecosystem.
David M
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
David McGuffey is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2019, following seven years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm combines strategic allocation models, manager selection, and both discretionary and non-discretionary implementations, leveraging its integration with Goldman Sachs affiliates to offer a wide range of investment and advisory services.
Jason M
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Jason Mudrock is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, as well as corporate and institutional participants. The firm utilizes centralized investment resources and tailored strategies, offering services through both direct and partner-based programs within a large integrated financial group.
Meya M
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Meya Myrick is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and two years of industry experience. Prior to joining Goldman Sachs, she held positions at Dean Dorton, Gap Inc, and American Eagle Outfitters. Outside of advising, she works part-time coaching fitness classes for Solidcore in Chicago. Goldman Sachs Wealth Services provides financial planning and portfolio management to a broad client base including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models along with proprietary analytics and offers access to a wide range of services and alternative investments.
Ian V
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Ian V Venturini Barbosa is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation. He has been with Goldman Sachs since 2025 and has prior experience at Morningstar, Inc. and various educational institutions including Lake Forest College. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and a range of fee arrangements, supported by proprietary analytics and integration with the broader Goldman Sachs ecosystem.
Shamolie P
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Shamolie Panjwani is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation. She began her advisory career in 2022 and has prior experience in various roles at the University of Wisconsin-Madison, including Admissions & Recruitment and University Health Services. Goldman Sachs Wealth Services advises a broad client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates resources across the Goldman Sachs ecosystem and employs strategic allocation models, manager selections, and advanced research tools in its advisory approach.
Carson P
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Carson Poulin is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Deerfield, IL, and has three years of industry experience. His background includes roles at Goldman Sachs Ayco, Lake Forest College, and SPM Financial. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm uses strategic allocation models, manager selections, and a range of fee arrangements to tailor investment solutions, leveraging the broader Goldman Sachs ecosystem for expanded product access and support.
Frances D
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Frances Dolan is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential. She has worked in the financial industry since 2022, with prior experience at Morgan Stanley and First Horizon Company. Her background also includes roles outside traditional finance, such as work at Loyola University Chicago and involvement with the Dr. Scholl Foundation. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, and institutional clients. The firm offers tailored financial planning and portfolio management services, utilizing strategic allocation models and both discretionary and non-discretionary implementations, supported by a broad network of affiliated Goldman Sachs entities.
Matthew H
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Matthew Hammer is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent five years with The Ayco Company, L.P./Mercer Allied. Outside of his advisory role, Hammer serves as Treasurer and a board member of Eighth Blackbird, a contemporary classical music group based in Chicago. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm uses a combination of strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging resources from across the Goldman Sachs ecosystem to deliver tailored investment solutions.
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