Financial Planners
in Skokie, Illinois

Based in the Chicago area, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.

5215 Old Orchard Road, Suite 270, Skokie, IL 60077

(248) 540-3829

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Connect with One of Our Trusted Financial Planners in Skokie, IL

We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.

5215 Old Orchard Road, Suite 270, Skokie, IL 60077

(248) 540-3829

Get Directions
Client Testimonials

We always feel like we are working with our family, nothing is more important than that level of trust

I can’t speak highly enough of Heather, Jack, Tori, and the entire team. They provide exceptional service and I couldn’t be happier.

My husband and I both have gained renewed confidence and a sense of security when it comes to our financial future…

Working with this team has allowed me to retire early…. the team put a plan in place with me that allows me to focus on other things…

Heather & her team are outstanding.

After every discussion, we walk away fully confident in Heather’s advice and ability to keep us on track to our goals.

Contact This Office
The preceding testimonials are provided by clients of Beacon Pointe Advisors, LLC. Clients are not being compensated for sharing their opinions and experience with the firm. Testimonials are based on an individual’s experience with the firm and do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

We always feel like we are working with our family, nothing is more important than that level of trust

I can’t speak highly enough of Heather, Jack, Tori, and the entire team. They provide exceptional service and I couldn’t be happier.

My husband and I both have gained renewed confidence and a sense of security when it comes to our financial future…

Working with this team has allowed me to retire early…. the team put a plan in place with me that allows me to focus on other things…

Heather & her team are outstanding.

After every discussion, we walk away fully confident in Heather’s advice and ability to keep us on track to our goals.

Contact This Office
The preceding testimonials are provided by clients of Beacon Pointe Advisors, LLC. Clients are not being compensated for sharing their opinions and experience with the firm. Testimonials are based on an individual’s experience with the firm and do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

Financial Advisory Services Tailored to Your Needs

Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.

Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.

Financial Planning

Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.

Retirement Planning

Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.

Estate Planning

Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.

Strategic Tax Planning

Investment Management
We offer customized investment solutions with diverse strategies on an open platform.

Investment Management

Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.

Healthcare Planning

Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.

Asset Protection

Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.

Family Office Services

Meet Our Chicago Financial Planners & Advisors

Filter By
Heather O’Neill Fairbanks

Heather O’Neill Fairbanks, CFP®, ChFC®

Partner, Managing Director

Heather O’Neill Fairbanks is a Partner and Managing Director at Beacon Pointe Advisors. With over 30 years of experience, Heather has focused on retirement planning and building trust and confidence in her client relationships, while providing personalized service based on each client’s needs. Prior to joining Beacon Pointe, Heather founded Midwest Financial Advisors Group, a full-service planning and investment advisory firm (which merged with Beacon Pointe in 2023). In addition to managing the firm, she played an integral part in the investment research process, and creating customized planning solutions for each client. Heather graduated with a business degree from Western Michigan University, is a Chartered Financial Consultant® (ChFC®) and has been a CERTIFIED FINANCIAL PLANNER® (CFP®) since 1995. She is an active member of the Financial Planning Association (FPA) and Financial Services Institute (FSI) and has served on the Investment Advisory Council, National Education Task Force and Advisory Board for FSC Securities Corporation. Heather served on the first AIG Advisor Group Women’s Advisory Board, which began in 2013. Her board commitment focused on serving women in mentorship, leadership, community outreach & development. Outside of the office, Heather’s focus is her family.

Isamu Fairbanks, MBA

Managing Director

Isamu Fairbanks is a Managing Director at Beacon Pointe Advisors. He brings 30 years of experience in Management Consulting with a focus on cost reports and financial analysis. Isamu is experienced in many areas of business, including operational effectiveness, technology strategy, financial management and analysis, regulatory compliance, human resource management and corporate strategy. Isamu spent the first 10 years of his career at Deloitte Consulting before starting his own consulting firm in 2004. Prior to joining Beacon Pointe, Isamu spent seven years as the Chief Executive Officer of Midwest Financial Advisors Group (which merged with Beacon Pointe in 2023). He graduated with a master’s in business administration from the University of Chicago.

Jack Gerling, JD

Client Services Manager

Jack Gerling is a Client Services Manager, overseeing account management and processes while supporting the advisory and financial planning teams with client relationships. Jack is an integral part of the planning and investment strategy for the clients we serve. Prior to joining Beacon Pointe, Jack was the Director of Operations at Midwest Financial Advisor Group (which merged with Beacon Pointe in 2023). Jack received his bachelor’s degree from Michigan State University and his Juris Doctorate from Thomas M. Cooley Law School. He is a member of the State Bar of Michigan and the Oakland County Bar Association.

Loyd Wellman, CFP®

Wealth Advisor

Loyd Wellman is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. He has 11 years of experience in the financial services industry and previously served as a Financial Analyst for Midwest Financial Advisor Group (which merged with Beacon Pointe in 2023). Loyd graduated from Central Michigan University with a bachelor’s degree in Finance and Accounting. He obtained his CERTIFIED FINANCIAL PLANNER® (CFP®) designation in October 2020 and has begun his studies to obtain the CLU® (Chartered Life Underwriter) designation.  

Tori O’Neill Shadaia

Senior Associate Wealth Advisor

Tori O’Neill Shadaia is a Senior Associate Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her responsibilities include client portfolio review preparation, account administration, money transfers, and communicating with clients to provide the highest levels of service. In addition, Tori supports the comprehensive financial planning for our clients. Prior to joining Beacon Pointe, Tori was a Client Service Specialist at Midwest Financial Advisor Group (which merged with Beacon Pointe in 2023). Tori graduated from Michigan State University in 2019 with a bachelor’s degree in Finance from the Eli Broad College of Business, with a minor in Entrepreneurship and Innovation. Tori is currently enrolled in the CERTIFIED FINANCIAL PLANNER® (CFP®) certification program with a projected completion in 2024.  

Meet Our Chicago Financial Planners & Advisors

Filter By
Heather O’Neill Fairbanks

Heather O’Neill Fairbanks, CFP®, ChFC®

Partner, Managing Director

Heather O’Neill Fairbanks is a Partner and Managing Director at Beacon Pointe Advisors. With over 30 years of experience, Heather has focused on retirement planning and building trust and confidence in her client relationships, while providing personalized service based on each client’s needs. Prior to joining Beacon Pointe, Heather founded Midwest Financial Advisors Group, a full-service planning and investment advisory firm (which merged with Beacon Pointe in 2023). In addition to managing the firm, she played an integral part in the investment research process, and creating customized planning solutions for each client. Heather graduated with a business degree from Western Michigan University, is a Chartered Financial Consultant® (ChFC®) and has been a CERTIFIED FINANCIAL PLANNER® (CFP®) since 1995. She is an active member of the Financial Planning Association (FPA) and Financial Services Institute (FSI) and has served on the Investment Advisory Council, National Education Task Force and Advisory Board for FSC Securities Corporation. Heather served on the first AIG Advisor Group Women’s Advisory Board, which began in 2013. Her board commitment focused on serving women in mentorship, leadership, community outreach & development. Outside of the office, Heather’s focus is her family.

Isamu Fairbanks, MBA

Managing Director

Isamu Fairbanks is a Managing Director at Beacon Pointe Advisors. He brings 30 years of experience in Management Consulting with a focus on cost reports and financial analysis. Isamu is experienced in many areas of business, including operational effectiveness, technology strategy, financial management and analysis, regulatory compliance, human resource management and corporate strategy. Isamu spent the first 10 years of his career at Deloitte Consulting before starting his own consulting firm in 2004. Prior to joining Beacon Pointe, Isamu spent seven years as the Chief Executive Officer of Midwest Financial Advisors Group (which merged with Beacon Pointe in 2023). He graduated with a master’s in business administration from the University of Chicago.

Jack Gerling, JD

Client Services Manager

Jack Gerling is a Client Services Manager, overseeing account management and processes while supporting the advisory and financial planning teams with client relationships. Jack is an integral part of the planning and investment strategy for the clients we serve. Prior to joining Beacon Pointe, Jack was the Director of Operations at Midwest Financial Advisor Group (which merged with Beacon Pointe in 2023). Jack received his bachelor’s degree from Michigan State University and his Juris Doctorate from Thomas M. Cooley Law School. He is a member of the State Bar of Michigan and the Oakland County Bar Association.

Loyd Wellman, CFP®

Wealth Advisor

Loyd Wellman is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. He has 11 years of experience in the financial services industry and previously served as a Financial Analyst for Midwest Financial Advisor Group (which merged with Beacon Pointe in 2023). Loyd graduated from Central Michigan University with a bachelor’s degree in Finance and Accounting. He obtained his CERTIFIED FINANCIAL PLANNER® (CFP®) designation in October 2020 and has begun his studies to obtain the CLU® (Chartered Life Underwriter) designation.  

Tori O’Neill Shadaia

Senior Associate Wealth Advisor

Tori O’Neill Shadaia is a Senior Associate Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her responsibilities include client portfolio review preparation, account administration, money transfers, and communicating with clients to provide the highest levels of service. In addition, Tori supports the comprehensive financial planning for our clients. Prior to joining Beacon Pointe, Tori was a Client Service Specialist at Midwest Financial Advisor Group (which merged with Beacon Pointe in 2023). Tori graduated from Michigan State University in 2019 with a bachelor’s degree in Finance from the Eli Broad College of Business, with a minor in Entrepreneurship and Innovation. Tori is currently enrolled in the CERTIFIED FINANCIAL PLANNER® (CFP®) certification program with a projected completion in 2024.  

Meet Our Chicago Financial Planners & Advisors

Filter By
Heather O’Neill Fairbanks

Heather O’Neill Fairbanks, CFP®, ChFC®

Partner, Managing Director

Heather O’Neill Fairbanks is a Partner and Managing Director at Beacon Pointe Advisors. With over 30 years of experience, Heather has focused on retirement planning and building trust and confidence in her client relationships, while providing personalized service based on each client’s needs. Prior to joining Beacon Pointe, Heather founded Midwest Financial Advisors Group, a full-service planning and investment advisory firm (which merged with Beacon Pointe in 2023). In addition to managing the firm, she played an integral part in the investment research process, and creating customized planning solutions for each client. Heather graduated with a business degree from Western Michigan University, is a Chartered Financial Consultant® (ChFC®) and has been a CERTIFIED FINANCIAL PLANNER® (CFP®) since 1995. She is an active member of the Financial Planning Association (FPA) and Financial Services Institute (FSI) and has served on the Investment Advisory Council, National Education Task Force and Advisory Board for FSC Securities Corporation. Heather served on the first AIG Advisor Group Women’s Advisory Board, which began in 2013. Her board commitment focused on serving women in mentorship, leadership, community outreach & development. Outside of the office, Heather’s focus is her family.

Isamu Fairbanks, MBA

Managing Director

Isamu Fairbanks is a Managing Director at Beacon Pointe Advisors. He brings 30 years of experience in Management Consulting with a focus on cost reports and financial analysis. Isamu is experienced in many areas of business, including operational effectiveness, technology strategy, financial management and analysis, regulatory compliance, human resource management and corporate strategy. Isamu spent the first 10 years of his career at Deloitte Consulting before starting his own consulting firm in 2004. Prior to joining Beacon Pointe, Isamu spent seven years as the Chief Executive Officer of Midwest Financial Advisors Group (which merged with Beacon Pointe in 2023). He graduated with a master’s in business administration from the University of Chicago.

Jack Gerling, JD

Client Services Manager

Jack Gerling is a Client Services Manager, overseeing account management and processes while supporting the advisory and financial planning teams with client relationships. Jack is an integral part of the planning and investment strategy for the clients we serve. Prior to joining Beacon Pointe, Jack was the Director of Operations at Midwest Financial Advisor Group (which merged with Beacon Pointe in 2023). Jack received his bachelor’s degree from Michigan State University and his Juris Doctorate from Thomas M. Cooley Law School. He is a member of the State Bar of Michigan and the Oakland County Bar Association.

Loyd Wellman, CFP®

Wealth Advisor

Loyd Wellman is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. He has 11 years of experience in the financial services industry and previously served as a Financial Analyst for Midwest Financial Advisor Group (which merged with Beacon Pointe in 2023). Loyd graduated from Central Michigan University with a bachelor’s degree in Finance and Accounting. He obtained his CERTIFIED FINANCIAL PLANNER® (CFP®) designation in October 2020 and has begun his studies to obtain the CLU® (Chartered Life Underwriter) designation.  

Tori O’Neill Shadaia

Senior Associate Wealth Advisor

Tori O’Neill Shadaia is a Senior Associate Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her responsibilities include client portfolio review preparation, account administration, money transfers, and communicating with clients to provide the highest levels of service. In addition, Tori supports the comprehensive financial planning for our clients. Prior to joining Beacon Pointe, Tori was a Client Service Specialist at Midwest Financial Advisor Group (which merged with Beacon Pointe in 2023). Tori graduated from Michigan State University in 2019 with a bachelor’s degree in Finance from the Eli Broad College of Business, with a minor in Entrepreneurship and Innovation. Tori is currently enrolled in the CERTIFIED FINANCIAL PLANNER® (CFP®) certification program with a projected completion in 2024.  

Connect with one of our trusted Financial Advisors in the Chicago area.

We are here to be a partner with you on your personal wealth journey.  Please contact our Skokie, IL team if we can be of service.

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