Hemington Wealth Management is very excited to share that we have joined Beacon Pointe Advisors.
As always, our team is here to serve you in any way we can. Thank you again for the continued confidence you have placed in us as your trusted advisor.
Meet Our Advisory Team
Our Chicago-based financial advisors offer personalized financial planning and investment management services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth.
Our team also has deep experience serving professionals in the Chicago metropolitan area, specializing in serving women, specifically those going through major life milestones such as losing a spouse, the birth of a grandchild, or going through a divorce or remarriage.
If you’re searching for a financial advisor in Chicago, IL, our team is ready to support you and your financial goals.
Connect with Us
Managing Directors
Eileen O’Connor, MBA, CFP®
Partner, Managing Director
Eileen is a Partner and Managing Director in the Beacon Pointe Falls Church, VA office. Eileen works closely with clients to provide holistic, comprehensive financial planning and wealth management solutions, and is passionate about changing the outcome of her client’s lives by helping them make smart decisions about money. She co-founded Hemington Wealth Management, which joined Beacon Pointe in 2025, and brings over 35 years of experience in financial services. She specializes in advising highly successful executives while her other role as wife and mother of 5 means she understands the importance of holistic planning for the family. Eileen is a speaker and writer on various wealth management issues, particularly those affecting women of wealth. She has co-authored several studies on women and money and is committed to raising the bar for women investors.
Eileen earned an MBA from Harvard University, a B.S. in Finance and Management Information Systems from the University of Virginia, and a Certificate in Financial Planning from Georgetown University. She is also a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Recognized as a leader in the industry, she was named an Investment News “Woman to Watch” in 2016 and, in 2023, entered the Washingtonian Magazine Advisor Hall of Fame after receiving a Lifetime Achievement Award honoring the region’s top advisors and financial professionals consistently ranked among the best by their peers.
Outside of the office, Eileen is active in the Harvard Business School Women’s Circle, the Beacon Pointe Women’s Advisory Institute, and serves on the investment committee of Georgetown Visitation Preparatory High School. She resides in Great Falls, Virginia, with her husband and five children, and enjoys traveling, reading, and golfing in her spare time.
Jen Dawson, CFP®
Partner, Managing Director
Jen is a Partner and Managing Director in the Beacon Pointe Chicago, IL office. Jen works closely with clients to design personalized financial plans that provide clarity, confidence, and peace of mind. She began working with Hemington Wealth Management in 2005, which later joined Beacon Pointe in 2025. Jen has nearly 20 years of experience advising clients, with specialties that include financial freedom planning, college funding strategies, tax reduction tactics, and preparing for life’s unexpected events. She aims to help clients get crystal clear about what’s most important in life, and then helps them feel confident and connected to the financial plan that supports their vision. She has also been a thought leader for professionals in the legal community, co-authoring Hemington’s white paper What Do Breadwinner Women Lawyers Want? and frequently writes and speaks on the unique needs of lawyer clients. Jen is on a personal mission to bring more financial peace of mind and joy to lawyers, a group of professionals who are under huge amounts of stress, professionally and personally. A dedicated advocate for women, Jen is active in the Beacon Pointe Women’s Advisory Institute, regularly hosts events focused on financial education and empowerment, and has served as Board President for Girls on the Run Chicago.
Jen graduated summa cum laude from the University of South Carolina’s Honors College with a degree in Mathematics, where she was an Academic All-American and captain for the NCAA National Championship Track & Field team. She earned her CERTIFIED FINANCIAL PLANNER® (CFP®) designation through Northwestern University and is a member of the Chicago Estate Planning Council. She is also a 10-time winner of the Five Star Professional Wealth Manager award and a Forbes Best-in-State Top Women Wealth Advisors (2025). Outside of the office, Jen enjoys running on the 606, practicing yoga, traveling with her husband and sons, and cheering on her community in Chicago.
Wealth Advisors
Ally Mastrota, CFP®
Wealth Advisor
Ally is a Wealth Advisor in the Beacon Pointe Falls Church, VA office. Ally works closely with clients to prepare customized financial plans, reviewing each piece of their financial picture with attention to detail and developing recommendations to help them make informed decisions. She is experienced in working with multi-generational families, giving clients peace of mind that the important people in their lives – children, parents, and friends – are well cared for. Ally earned her B.S. in Finance, magna cum laude, through Virginia Tech’s CFP® Certification Education Option and earned the CERTIFIED FINANCIAL PLANNER® designation during her first six months at Hemington Wealth Management, which joined Beacon Pointe in 2025. She is well-versed in all areas of financial planning, particularly in advanced income tax minimization strategies, and retirement and education planning. Ally is an active member of the Beacon Pointe Women’s Advisory Institute and the Financial Planning Association. Originally from Northern Virginia, she currently resides in San Diego, CA, and enjoys visiting the D.C. area often to see family, friends, and clients. Outside of the office, Ally is passionate about health and fitness, is an avid reader, and enjoys relaxing at the beach.
Carrie Leinbach
Associate Wealth Advisor
Carrie is an Associate Wealth Advisor in the Beacon Pointe Falls Church, VA office. Carrie works closely with the team to craft thoughtful financial plans tailored to clients’ unique needs. She began working for Hemington Wealth Management in 2018, which joined Beacon Pointe in 2025. Her experience as a licensed financial advisor has focused on comprehensive retirement planning, including portfolio management, tax strategies, and estate planning considerations. Earlier in her career, Carrie successfully ran two entrepreneurial ventures from a home-based office. She also served as a Legal Assistant and Paralegal at national firms in the Real Estate, Banking, and Entertainment Law divisions. She graduated with a Bachelor of Arts in Government from the University of Virginia. Carrie resides in Great Falls, Virginia, with her husband and their four boys.
Cole DeLucas, CFP®
Wealth Advisor
Cole is a Wealth Advisor in the Beacon Pointe Falls Church, VA office, and works closely with clients to help them achieve their financial goals by providing clarity on the action steps needed to reach them. He offers guidance in portfolio management, retirement and education funding, tax and estate planning, and wealth protection. Cole began his career in the financial services industry at Hemington Wealth Management, which joined Beacon Pointe in 2025. He earned a bachelor’s degree in Finance from Virginia Tech and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. He is also a member of the Northern Virginia Financial Planning Association Chapter. Cole resides in Reston, VA, with his wife, Emily, and their dog. Outside of the office, he enjoys hiking, traveling, exploring new restaurants, and playing competitive golf in Virginia and Maryland during the summer.
Michael Byman, MBA, CFP®
Senior Wealth Advisor
Mike is a Senior Wealth Advisor in the Beacon Pointe Falls Church, VA office. Mike works closely with clients to understand their personal and professional goals and to simplify complex financial matters into clear, actionable strategies. With decades of experience in Washington-area businesses and wealth management services, Mike brings deep expertise in retirement, tax, and estate planning, as well as investment analysis. He strives to fully understand each client’s personal and professional background and goals, and to make complex financial matters easy to comprehend and implement. Before entering the wealth management field, he held leadership roles at Blackboard, UUNET, and National Public Radio. Mike earned his bachelor’s degree from the University of Virginia, an MBA from George Mason University, and his CERTIFIED FINANCIAL PLANNER® (CFP®) Professional Education from the College for Financial Planning. His past and current professional involvement includes serving as President of Northern Virginia Estate Planning Council (2022), and membership in the McLean Estate Planning Council, the Financial Planning Association, the George Mason University Business Roundtable, and the Board of Directors of the Tuckahoe Recreation Club.
Paige Mabry, CFP®
Wealth Advisor
Paige is a Wealth Advisor in the Beacon Pointe Falls Church, VA office. Paige works closely with clients and families to design holistic financial plans that evolve with life’s changes. She has a particular passion for helping women feel confident in their financial decisions and enjoys working with multi-generational families to foster strong money values across generations. Paige began her career at Hemington Wealth Management, which joined Beacon Pointe in 2025, where she advanced from an Associate Financial Planner to a Wealth Advisor. She is a graduate of Virginia Tech with a bachelor’s degree in finance, completing the CFP® Certification Education Track and a minor in business leadership. Paige is a member of the Northern Virginia Estate Planning Council, the Financial Planning Association, and the Beacon Pointe Women’s Advisory Institute. She resides in Reston, Virginia, with her husband, Brett. Outside of the office, they enjoy traveling, exploring local restaurants and wineries, spending time outdoors, and being with friends and family.
Patrick Bradford, CFP®
Associate Wealth Advisor
Patrick is an Associate Wealth Advisor in the Beacon Pointe Chicago, IL office. Patrick works closely with clients to simplify complex financial concepts and provide clarity around their financial planning needs. Whether guiding young professionals, growing families, or retirees, Patrick is committed to delivering financial clarity and peace of mind. He joined Hemington Wealth Management in 2019, which was acquired by Beacon Pointe in 2025. Patrick has more than five years of experience as a Wealth Manager with particular emphasis on tax planning for high-net-worth individuals and families. He graduated from Dominican University with a Bachelor of Business Administration degree, where he was a starter on the volleyball team. Patrick is both a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and an enrolled agent. Outside of the office, Patrick enjoys spending time with family and friends exploring Chicago, playing and watching sports, and attending live music events.
Steven Cherry, AWMA®, CFP®
Wealth Advisor
Steven is a Wealth Advisor in the Beacon Pointe Chicago, IL office. Steven works closely with clients to deliver personalized financial planning solutions that balance creativity with practicality. He previously served clients as a Wealth Advisor at Hemington Wealth Management, which joined Beacon Pointe in 2025. He takes an integrated approach with clients, focusing on subjects spanning from behavioral coaching to wealth transfer to future generations. Steven brings more than a decade of experience in the financial services industry, having held roles at Cambridge Investment Research, Morgan Stanley, and LPL Financial. Prior to joining Hemington, he was a financial planner at a boutique wealth management firm in Chicago. He also played a key role in overseeing Hemington’s 401(k) and retirement plan services, helping business owners design and manage plans that align with fiduciary best practices and participant outcomes. Steven graduated from the University of Iowa with a Bachelor of Arts degree. He has earned the Accredited Wealth Management Advisor (AWMA®) designation and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Outside of the office, Steven enjoys spending time with family and friends, playing and watching sports, and listening to live music. He and his wife reside in Chicago with their retired racing greyhound.
Zack Cox
Senior Strategic Investment Advisor
Zack is a Senior Strategic Investment Advisor in the Beacon Pointe Falls Church, VA office. Zack works closely with the team to support the firm’s investment strategies and client service. Zack brings over a decade of experience consulting with RIAs, providing a unique perspective on trading operations and leveraging technology to optimize efficiency. Previously, he was Head of Portfolio Management at a boutique RIA, where he helped scale the business through technology implementation and advisor onboarding. He also served as Head of Trading at Hemington Wealth Management, which joined Beacon Pointe in 2025, and has experience in product management for Envestnet’s core trading platform, an award-winning fintech leader in portfolio rebalancing technology. Zach attended Liberty University, where he studied religion with a specialization in youth ministry. He resides in Raleigh, NC, with his two children and enjoys spending time with his family, running, and golfing as often as possible.
Client Service & Operations
Bret Caling
Director of Operations
Bret is a Director of Operations in the Beacon Pointe Falls Church, VA office. Bret works closely with the team to deliver high-quality client experience and support the firm’s operational excellence. Bret has more than 12 years of experience in the financial services industry, with expertise in RIA change management, operations, and technology implementation. In his most recent role, Bret led complex technological initiatives for a nationally recognized RIA, helping scale its business from $1B in Assets Under Management to over $4B in just two and a half years. He previously served as Chief Operating Officer and Managing Principal at Hemington Wealth Management, which joined Beacon Pointe in 2025, overseeing operations, trading, and team culture. Bret graduated from Shepherd University with a bachelor’s degree in business administration with a concentration in management. He and his wife, Amber, live in Raleigh, NC, with their two daughters. Outside of the office, Bret enjoys spending time with his family, being outdoors, coaching sports, and exploring the culinary offerings of the South.
Ivana Link
Senior Relationship Manager
Ivana is a Senior Relationship Manager in the Beacon Pointe Chicago, IL office. Ivana works closely with the team to deliver exceptional client service, coordinating daily operations and administrative needs with accuracy and care. She previously served clients at Hemington Wealth Management, which was acquired by Beacon Pointe in 2025, bringing over 15 years of experience in the financial industry. Ivana graduated from the University of Illinois at Chicago with a bachelor’s degree and has lived in the Chicago area since moving from Poland with her family at the age of nine. She resides in Roselle, IL, with her husband and two children. Outside of the office, Ivana enjoys traveling, volunteering at her kids’ schools, and taking family trips to their cabin in Wisconsin.
Karen Loeschner
Office Manager
Karen is an Office Manager in the Beacon Pointe Falls Church, VA office. Karen works closely with the team to ensure clients feel welcome and supported while assisting with the operational needs of the office. In previous roles, she has served as Office Manager and Special Projects Coordinator, managing client service initiatives, operations, and other special projects. Karen holds a bachelor’s degree in English, summa cum laude, from UCLA and a master’s degree in English Education from LaSalle University in Philadelphia. Before transitioning into wealth management, she was a high school English teacher and instructional coach and remains active in education. Outside of the office, Karen enjoys cooking, hiking, and traveling. She has explored 45 U.S. states and more than 15 countries, including hiking under the midnight sun in Alaska, climbing Mount Kilimanjaro, and dogsledding on the Norwegian tundra. She resides in Washington, D.C., with her son and their two cats.
Kate Niemiec
Senior Relationship Manager
Kate is a Senior Relationship Manager in the Beacon Pointe Chicago, IL office. Kate works closely with the team to support the needs of clients and advisors, ensuring that account logistics and day-to-day services run smoothly. She began working for Hemington Wealth Management, which joined Beacon Pointe in 2025, bringing more than two decades of industry experience to the team. Prior to entering the financial services industry, Kate was a professional opera singer and spent several years living and touring in Europe. She earned both her bachelor’s and master’s degrees from the University of Rochester’s Eastman School of Music. Outside of the office, Kate continues to perform with Chicagoland theatre groups, as well as community and church choirs. She and her husband, Joe, reside in Burr Ridge, IL, with their beagle.
Kelsey Winters
Operations Associate
Kelsey is an Operations Associate in the Beacon Pointe Falls Church, VA office. Kelsey works closely with the team to support client services and portfolio management. Kesley graduated from Christopher Newport University (CNU) with a bachelor’s degree in business administration and a master’s degree in financial analysis. During her time at CNU, she was a decorated member of the women’s lacrosse team, earning All-American honors and setting NCAA records. She later joined Hemington Wealth Management, which joined Beacon Pointe in 2025, as an Associate Advisor. Outside of the office, Kelsey enjoys an active lifestyle, coaching lacrosse, and volunteering with youth developmental agriculture organizations.
Lauren Andretich
Relationship Manager
Lauren is a Relationship Manager in the Beacon Pointe Chicago, IL office. Lauren works closely with clients and the advisory team to provide exceptional service, assisting with account logistics, coordinating transactions, and ensuring client requests are met with care and precision. Lauren brings 25 years of experience in client service, spanning financial services and wealth management. She earned her Bachelor of Arts degree in Economics from Eastern Illinois University and a minor in Business Administration from Moraine Valley Community College. Outside of the office, Lauren enjoys spending time with her four daughters, traveling to Michigan to visit family, and pursuing her passion for health and fitness. She resides in Frankfort, Illinois with her two youngest children.
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.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.
