Chicago, IL West Monroe Street Office

Philip Ridolphi is a CFP® professional with 14 years of industry experience. He has been with Brownson, Rehmus & Foxworth, Inc. since 2016. The firm is a fee-only, federally registered investment adviser serving individuals, families, trusts, estates, foundations, endowments, qualified retirement plans, and senior corporate executives. Brownson, Rehmus & Foxworth provides personalized financial counseling and non-discretionary investment advisory services, emphasizing long-term, diversified asset allocation and tailored investment programs based on written client goals.

Carlyle Madden is a financial advisor with Brownson, Rehmus & Foxworth, Inc. He holds the CFP® designation and has 23 years of industry experience. Madden has been with Brownson, Rehmus & Foxworth since 2016. Brownson, Rehmus & Foxworth is a fee-only, federally registered investment adviser serving individuals, families, trusts, estates, private foundations, endowments, qualified retirement plans, and senior corporate executives. The firm provides personalized financial counseling and non-discretionary investment advisory services with an emphasis on long-term, diversified asset allocation and tailored investment programs.

Harold Leavell is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Brownson, Rehmus & Foxworth, Inc. in Chicago, IL, where he has worked since 2005. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. The firm emphasizes a customized, long-term asset allocation approach with broad diversification, while maintaining client decision authority and a principal-led engagement model.

Ian Clark is a CFP® professional with 15 years of industry experience. He has worked at Brownson, Rehmus & Foxworth, Inc. since 2022 and previously held positions at Facet Wealth and TIAA. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, and corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies, with clients retaining final decision authority and trades executed only upon prior written authorization.

Susan Shacklette is a Series 65-licensed financial advisor at Brownson, Rehmus & Foxworth, Inc. in Chicago, IL, with 18 years of industry experience. She has been with the firm since 2007. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. The firm emphasizes a thorough discovery process and customized long-term asset allocation strategies, focusing on broad diversification and client-directed trade execution.

Kevin Pendergast is a financial advisor with Brownson, Rehmus & Foxworth, Inc. He holds a Series 66 designation and has 11 years of industry experience. Since 2014, he has been affiliated with The AYCO Company, L.P./Mercer Allied, where he provides financial counseling, including estate, insurance, investment, and income tax planning, as well as tax and other financial advice. Brownson, Rehmus & Foxworth, Inc. offers personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. The firm emphasizes a thorough discovery process and customized long-term asset allocation strategies that consider taxes, inflation, and liquidity, with clients retaining final decision authority.

James Franch is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with two years of industry experience. He holds a Series 65 credential and has prior experience at Gulf Coast Capital and the University of South Florida. Brownson, Rehmus & Foxworth is a fee-only, federally registered investment adviser serving individuals and families, trusts, estates, private foundations, endowments, qualified retirement plans, and senior corporate executives. The firm focuses on non-discretionary, personalized financial counseling and investment advisory services, emphasizing long-term, diversified asset allocation and client decision-making.

Keith Cardoza is a CFA® charterholder with 17 years of industry experience. He has been with Brownson, Rehmus & Foxworth, Inc. since 2008. The firm provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. Their approach emphasizes in-depth discovery and customized long-term asset allocation strategies, focusing on broad diversification and client-directed decision-making.

Regina Wood is a CFP® with 17 years of industry experience, currently serving at Brownson, Rehmus & Foxworth, Inc. since 2001. She holds a Series 65 license and is based in Chicago, IL. Brownson, Rehmus & Foxworth, Inc. provides fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, and corporate executives. The firm emphasizes customized long-term asset allocation with broad diversification, maintaining a principal-led, high-touch engagement model for approximately 250 client families.

Kristi Mills is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with 17 years of industry experience. She holds a Series 65 designation and has been with the firm since 2005. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies, with client decisions made following detailed evaluations of their goals.

Nathaniel Coleman is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ernst & Young LLP and Fsc. Outside of finance, he owns a custom art business where he creates paintings and drawings for commission. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to high-net-worth individuals, families, and institutional clients. The firm emphasizes customized long-term asset allocation with a focus on diversification and client-directed trade execution.