Performance Wealth

John Salvino is a CFP® with 24 years of experience in financial advising. He is currently with Performance Wealth Partners, LLC, where he has worked since 2021, following a 19-year tenure at William Blair & Co., L.L.C. Salvino serves as a board member for Mercy Home for Boys and Girls and chairs the Finance Roundtable for the Chicago Booth Alumni network. He is also a passive investor with Irish Angels, an angel investing group of Notre Dame alumni. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning. The firm manages over $4 billion in client assets through a multi-advisor team and employs a long-term, portfolio-focused investment approach using diversified allocations across mutual funds, ETFs, individual securities, and alternative investments.

Lucas Dauch is a financial advisor at Performance Wealth with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes ten years at J.P. Morgan Securities and one year at Transom Capital Group before joining Performance Wealth Partners, LLC. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning services. The firm manages over $4 billion in client assets through a multi-advisor team, employing a long-term, portfolio-focused investment approach that includes diversified allocations using low-cost mutual funds and ETFs, along with stocks, bonds, REITs, options, and alternative investments.

Michael O'Brien is a financial advisor at Performance Wealth with a Series 65 credential and one year of industry experience. His prior work includes a role with the Chicago Bulls and a position at William Blair & Company. Performance Wealth Partners is an SEC-registered advisory firm that offers wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities. The firm constructs customized portfolios using low-cost mutual funds and ETFs, along with individual securities and alternative investments, focusing on long-term investment strategies with periodic account reviews and rebalancing.

Thomas Salvino is a Certified Financial Planner® with 32 years of industry experience. He has worked at Performance Wealth Partners, LLC since 2021 and was previously with William Blair & Company L.L.C. for 28 years. Outside of his advisory role, he is a member and volunteer of the Lions Club and serves as manager of a family trust real-estate consulting business. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers customized portfolios primarily using low-cost mutual funds and ETFs, with a long-term investment focus complemented by ongoing analysis and regular account reviews.

Wojciech Wojcik is a CFP® and Series 66-registered advisor at Performance Wealth with two years of industry experience. He previously worked at Merrill Lynch and has been involved for several years as president of Soccer Sessions Inc., a soccer training organization. Performance Wealth is a multi-advisor firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering discretionary and non-discretionary investment management along with comprehensive wealth management and financial planning. The firm employs a long-term, portfolio-focused investment approach utilizing diversified allocations across mutual funds, ETFs, stocks, bonds, REITs, options, and alternative investments.

Anes Kadiric is a CFP® and Series 66-licensed advisor at Performance Wealth with eight years of industry experience. He has worked at Performance Wealth Partners, William Blair, Edward Jones, Stericycle, and Sports Made Personal. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and retirement plans. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services, using customized portfolios primarily composed of low-cost mutual funds and ETFs, with a focus on long-term investment strategies and ongoing client account oversight.

Charles Lesser is a CFP®-credentialed financial advisor at Performance Wealth with six years of industry experience. He previously worked at Balasa Dinverno Foltz LLC and EFG Advisors. He has also held roles outside of financial services, including positions at Otis Elevator Company and Illinois State University. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning services. The firm employs a primarily long-term, portfolio-focused investment approach using diversified allocations of low-cost mutual funds and ETFs alongside individual securities and alternative investments.

Ryan Gough is a financial advisor with Performance Wealth Partners, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Performance Wealth since 2021 and at William Blair since 2016. Outside of his advisory work, Gough serves as a volunteer firefighter with the Western Springs Fire Department. Performance Wealth Partners is an SEC-registered advisory firm offering wealth management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a predominantly long-term investment approach using low-cost mutual funds and ETFs, complemented by fundamental and technical analysis, personal client contact, and periodic account reviews.

Ivana Vukanic is a CFP® and Series 65 licensed advisor with Performance Wealth, bringing four years of industry experience. Her prior roles include working at Northern Trust Corporation and academic positions at the University of Illinois and University of Indiana. Performance Wealth serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary investment management alongside comprehensive wealth management and financial planning, managing over $4 billion in client assets with a primarily long-term, portfolio-focused investment approach.

Joseph Burrello is a financial advisor with Performance Wealth Partners, LLC and holds Series 63 and Series 65 licenses. He has prior experience at Morningstar Investment Management, RMB Capital Management, and IronBridge Capital Management, totaling over a decade in the industry. Based in Naples, FL, Burrello has been with Performance Wealth since 2025. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning. The firm manages over $4 billion in client assets, focusing on long-term, diversified portfolios using low-cost mutual funds and ETFs, alongside individual securities and alternative investments when appropriate.

Grace Salvino is a financial advisor at Performance Wealth with one year of industry experience. She holds a Series 65 designation and has prior experience at William Blair & Co., L.L.C., as well as academic roles at The University of Chicago Booth School of Business and The University of Michigan. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $4 billion in client assets. The firm employs a primarily long-term, portfolio-focused investment approach using diversified allocations with low-cost mutual funds and ETFs, supplemented by individual securities and alternative investments when appropriate.

Sara Salvino is a Series 65-credentialed advisor with one year of industry experience. She is currently with Performance Wealth, where she has worked since 2023, and previously worked at UBS Financial Services. Salvino has an academic background including roles at Vanderbilt University and The University of Chicago. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing discretionary and non-discretionary investment management along with comprehensive wealth management and financial planning. The firm manages over $4 billion in client assets and employs a primarily long-term, portfolio-focused investment approach using diversified allocations across mutual funds, ETFs, individual securities, and alternative investments.