Orland Park, IL Office

Team
Updated today

Client AUM

$9,588,755,506

Clients

11,524

Advisors

4

Of 121 advisors across 40 offices

Location

10709 W. 159th Street

Orland Park IL 60467

Advisors at this office

4

Advisors at this office

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Brendan N

CFP®

Orland Park, IL

Modern Wealth Management, LLC

Brendan Nuzzo is a CFP® professional with one year of industry experience, currently advising at Modern Wealth Management, LLC. He previously worked at OFM Wealth for four years and has a background that includes experience outside the financial industry. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of model portfolios and third-party managers.

Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Public Service Employee Founder/Business Owner Military & Veterans Values-based investing Mid-Career Professionals
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Cristine M

CFP®, CFA®

Orland Park, IL

Modern Wealth Management, LLC

Cristine Marik is a CFP® and CFA® with 25 years of experience in financial advising. She has been with Modern Wealth Management, LLC since 2025 and previously spent nine years at OFM Wealth. In addition to her advisory role, she oversees existing life insurance and variable annuity arrangements under an insurance license. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Public Service Employee Founder/Business Owner Military & Veterans Values-based investing Mid-Career Professionals
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Matthew S

CFP®

Orland Park, IL

Modern Wealth Management, LLC

Matthew Schaap is a CFP® professional with three years of industry experience, currently serving at Modern Wealth Management, LLC. He has worked previously at OFM Wealth, Heritage Planning Partners, and Busey Wealth Management. He also holds an insurance license, overseeing existing life insurance and variable annuities. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Public Service Employee Founder/Business Owner Military & Veterans Values-based investing Mid-Career Professionals
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Sam O

CFP®, Series 63

Orland Park, IL

Modern Wealth Management, LLC

Sam Ogrizovich is a CFP® with 30 years of industry experience. He is currently with Modern Wealth Management, LLC and previously worked at OFM Wealth for over four decades. He maintains an active insurance license and oversees existing life insurance and variable annuities. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, retirement plans, charitable organizations, broker-dealers, and corporations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers services including discretionary investment management, modular financial planning, tax and estate planning, and insurance solutions.

Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Public Service Employee Founder/Business Owner Military & Veterans Values-based investing Mid-Career Professionals
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