Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Chicago, IL.
Beacon Pointe is a Chicago based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Chicago focuses on full service financial planning and research driven investments.
Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning.
We look forward to connecting with you virtually or at our Chicago office to see how best we can assist you with your investment portfolio and financial planning needs.
Meet the Chicago Financial Advisor Team
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™ professional (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
Senior Relationship Manager
Jack Gerling is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for our clients. His responsibilities include, but are not limited to, account administration, processing new and existing account paperwork, money transfers, estate settlement support, and communicating with clients to provide the highest level of service. 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®
Financial Planning Specialist
Loyd Wellman is a Financial Planning Specialist at Beacon Pointe Advisors and is responsible for working with the firm’s clients to determine the best strategies to 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 Fall 2023.
Meet the Chicago Financial Advisor Team
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™ professional (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
Senior Relationship Manager
Jack Gerling is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for our clients. His responsibilities include, but are not limited to, account administration, processing new and existing account paperwork, money transfers, estate settlement support, and communicating with clients to provide the highest level of service. 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®
Financial Planning Specialist
Loyd Wellman is a Financial Planning Specialist at Beacon Pointe Advisors and is responsible for working with the firm’s clients to determine the best strategies to 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 Fall 2023.
Meet the Chicago Financial Advisor Team
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™ professional (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
Senior Relationship Manager
Jack Gerling is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for our clients. His responsibilities include, but are not limited to, account administration, processing new and existing account paperwork, money transfers, estate settlement support, and communicating with clients to provide the highest level of service. 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®
Financial Planning Specialist
Loyd Wellman is a Financial Planning Specialist at Beacon Pointe Advisors and is responsible for working with the firm’s clients to determine the best strategies to 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 Fall 2023.
Connect with one of our trusted Financial Advisors in Chicago.
We are here to be a partner with you on your personal wealth journey. Please contact us if we can be of service.
