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Pierce K
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Pierce Kaufman is a financial advisor with Goldman Sachs Wealth Services based in Deerfield, IL. He holds a Series 66 designation and has six years of industry experience, including previous roles at The Ayco Company, L.P./Mercer Allied and Hoover & Associates Financial Services. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs, strategic allocation models, and access to alternative investments.
Grant H
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Grant Hawkins is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, Goldman Sachs Ayco, 3Step Sports - NXT Sports, Scott Mazda, and a legislative role with the United States Senate under Pat Toomey. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies supported by specialized investment groups and offers access to a broad range of services including Private Family Office and Alternative Investments.
Christine T
Series 63, Series 65
Deerfield, IL
Goldman Sachs Wealth Services
Christine Thornburg is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She worked at Mercer Allied Company, L.P. for 24 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored solutions through both discretionary and non-discretionary managers within a large integrated financial group.
Stephanie G
Series 63, Series 65
Deerfield, IL
Goldman Sachs Wealth Services
Stephanie Graf is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Goldman Sachs since 2021 and spent 14 years at The AYCO Company, L.P./Mercer Allied prior to that. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions including Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of affiliated services.
Thomas D
Series 63, Series 65
Deerfield, IL
Goldman Sachs Wealth Services
Thomas Davidson is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 16 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm combines centralized investment resources and model portfolios with a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.
Kirstin W
Series 66, Series 65
Deerfield, IL
Goldman Sachs Wealth Services
Kirstin Wiskirchen is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 66 licenses and bringing 15 years of industry experience. She worked at The AYCO Company, L.P./Mercer Allied for 11 years before joining Goldman Sachs in 2019. 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 integrates strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, offering access to a broad range of investment options and affiliated services within the Goldman Sachs ecosystem.
Amanda S
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Amanda Sims is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with four years of industry experience. Her prior roles include working at Lily Mae's Boutique & Gifts and involvement with nonprofit organizations such as the Durham Public Schools Foundation and the Dream Center. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering tailored financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm integrates proprietary research and a broad network of affiliated financial services to deliver customized investment strategies.
Sloan L
Series 63, Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Sloan Luckie is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley, The Ayco Company, and United Capital Advisers. Outside of finance, he is the author of two physical wellness coaching books and is involved in acting, including a role as an accountant in an upcoming film. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.
Zachary B
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Zachary Barry is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 16-year tenure 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, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of affiliated financial products and programs.
Heidi G
Series 63
Deerfield, IL
Goldman Sachs Wealth Services
Heidi Goetting is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 32 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021, following a 27-year tenure at Mercer Allied Company, L.P. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth management solutions within a large integrated financial group.
Travis N
Series 66, Series 63
Deerfield, IL
Goldman Sachs Wealth Services
Travis Nigro is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience, all with Goldman Sachs & Co. LLC. He holds the Series 66 and Series 63 designations. 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 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.
Peter K
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Peter Kane is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018 and previously at The AYCO Company, L.P./Mercer Allied from 2014 to 2018. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and offers tailored wealth solutions, including executive and family office services, through an integrated platform within a large financial group.
Nicholas H
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Nicholas Hruskoci is a Series 66-registered advisor with Goldman Sachs Wealth Services, based in Deerfield, IL. He joined Goldman Sachs in 2025 and has prior experience with Puttable Golf, a Springstone Ventures LLC company. 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 utilizes strategic and tactical allocation models and offers a range of services such as Private Family Office, Specialized Executive Wealth programs, and access to Alternative Investments.
Brandon K
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Brandon Karam is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2024. Prior to his current role, he has experience with the New York Racing Association and has a background that includes several years related to Syracuse University and Saratoga Central Catholic. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, with advisory teams tailoring strategies using proprietary research, tax-aware techniques, and a range of service platforms integrated within the broader Goldman Sachs ecosystem.
Charles F
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Charles Fry 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 in 2025, he held positions in various industries including automotive and insurance, and has experience in the restaurant sector. He attended Miami University in Oxford from 2018 to 2022. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a diverse set of affiliated entities and programs.
Helio R
Series 65, Series 63
Deerfield, IL
Goldman Sachs Wealth Services
Helio Rapetti is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior work experience at Advantage xPO, East Hudson Oral Maxillofacial Surgery, AVI Foodsystems, and Natural Market. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models, manager selections, and various implementation approaches within the broader Goldman Sachs ecosystem.
Matthew K
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Matthew Kumzi is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied for six years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through various tailored programs such as Executive Wealth, Personal Wealth, and Private Family Office support.
Adam B
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Adam Bashir is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation. He joined Goldman Sachs in 2026 and has prior experience at Capquest and the University of Aberdeen. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and a range of fee arrangements within the broader Goldman Sachs ecosystem.
Edward Z
CFP®, Series 63, Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Edward Zegers is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Goldman Sachs Wealth Services and has previously worked at Bank of America, Merrill, J.P. Morgan Securities, and JPMorgan Chase. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support within a large integrated financial group.
Joseph S
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Joseph Stinton is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth services, using strategic allocation models and proprietary research tools to tailor plans across various client needs and fee structures.
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