Kevin started his career with Northwestern Mutual through the award-winning internship program following an internship with Goldman Sachs. He started with a client-centered approach and finished in the Top 5 Intern Conversions Nationally and then continued to be named Rookie of the Year in 2007 while leading Northwestern Mutual’s Central Region. Most recently, he was awarded as Forbes 2023 Best-In-State Next-Gen Wealth Advisors and Butterfield Partners is now recognized as Forbes 2024 Best-In-State Wealth Management Teams.

Kevin received his degree in Economics and Communications from Northwestern University where he also competed on the Varsity Men’s Soccer Team as a starter and four-year letterwinner being named the Team of the Decade for the 2000’s. He stays active in alumni activities and now enjoys cheering on the Cats’ with his family.

Kevin values working with clients by walking side by side with them on their financial journey with the belief that a financial plan serves as the blueprint for a client’s future. As Kevin’s practice has evolved, his specialization focuses on portfolio construction, implementing trading strategies, and guiding the investment process for the Butterfield Partners Team. Operating under the principles of a fiduciary and in collaboration with the planning experience of the team, Kevin can personalize the process and deliver a plan accounting for your values, your family, your personal aspirations, and your legacy goals into an interrelated precise framework.

Kevin is a lifelong resident of Lemont, IL where he currently resides with his wife Jenny, and two children, Gracey and Egan. Kevin and Jenny both value their Lemont roots and stay active in the community. Kevin serves as the President of United Sertoma board and on the Board of Directors for The Legacy Ranch as he takes pride in the organization’s efforts to give back to the local community. Most weekends you can look to the sidelines of a sporting event to see Kevin coaching and cheering on his kids! The family also loves new travel adventures and is striving to put a pin in all 50 States on their map of places visited.

Forbes Best-In-State Wealth Management Teams (January 2024), Research & ranking provided by SHOOK ® Research, LLC – Data as of 3/31/2023.

Forbes “Best-in-State Next-Generation Wealth Advisors” list, (August 2023). Research & ranking developed by Shook Research, LLC. Based upon data as of 3/31/2023.

Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.

After graduating from Illinois State University with degrees in Economics and Finance, and after a brief internship with Merrill Lynch, Mike joined Northwestern Mutual in September 2001. Coming from modest means, and starting right out of college, Mike relied on an exceptional work ethic to build his clientele.

Today, Mike’s clientele consists mostly of closely held business owners. Mike specializes in working with contractors and entrepreneurs. Mike is their advocate; helping them in the areas of retirement planning, estate planning, income tax reduction, benefits and key person planning.

Mike’s business philosophy is simple; do onto to others as you would want done onto you. Only, try to do it first! Mike’s built his business with the core values of transparency, and accuracy. Anyone who has been around Mike has heard him say “measure twice, cut once.”

While at Northwestern, Mike has continued his education earning the Chartered Financial Consulting (ChFC®) and Chartered Life Underwriter (CLU®) designations from the American College. In addition, Mike has also earned the CERTIFIED FINANCIAL PLANNER™ Professional certification.

Mike is a lifelong resident of Plainfield, Illinois, where he lives with his wife Nicki, daughter Claire, and son Mike III. He enjoys the outdoors, sports, coaching, charitable endeavors, and spending time with family and friends.

After graduating from the University of Kansas, Lawrence, Kansas, with a B. S. degree in Accounting (Class Rank 1), a B.A. degree in Psychology, and an M.B.A. (Class Rank 1), Dave joined Ernst & Ernst (now EY). His 12 year career there, as a CPA, focused on consulting in the financial services industry and he was the Partner in Charge of Financial Services Consulting, Midwest Region.

He then embarked on a 12 year career in banking, initially as President of Aetna Bank in Chicago. After a merger and consolidation of 9 banks, Dave’s duties included the Chairmanship of the Bank’s Trust Department, overseeing investment management for individuals, trusts, and qualified retirement plans.

Dave joined Northwestern Mutual as a retirement plans specialist where he immediately teamed with Vince Delack to work on the design, implementation, and service of qualified retirement plans. Dave and Vince have succeeded in building a nationally-ranked retirement plans business that blends high-touch service with plan sponsors, and meaningful, education-focused consulting with plan participants.

Dave and his wife Marilyn reside in Clarendon Hills, Illinois, where they are active in Church and Community. They have four grown children.

After graduating from Miami University, Oxford, Ohio, with a B. S. degree in Finance, Vince spent 10 years in the corporate world, with responsibilities as a Corporate Controller, and General Manager. Much of that time was spent in strategic planning for the business. While managing his corporate life, Vince was able to obtain his M.B.A. in Finance from DePaul University, Chicago, Illinois.

Vince applied much of his corporate experience in planning when joining Northwestern Mutual years ago. He developed a very diverse estate planning and investment management practice serving sole proprietors, business partnerships, closely-held businesses, and successful executives and their families.

Marketplace demand migrated his attention toward the design, implementation, and service of qualified retirement plans, along with one of his business partners, Dave Johnson. Dave and Vince have succeeded in building a nationally-ranked retirement plans business that blends high-touch service with plan sponsors, and meaningful, education-focused consulting with plan participants.

Vince lives in Naperville, Illinois with his wife, Cindy. They have two sons, both married. Nathan lives in Barrington, Illinois, with his wife, Morgan. They have two children, Hannah and Caleb. Nathan is owner of Delack Media Group. Ryan lives in Wheaton, Illinois, with his wife, Julia. They have two children, Ellie and Caroline. Ryan is CFO for the Dickson Company in Addison, Illinois. Vince is creatively involved with photography, and produces a colorful calendar that is distributed to the firm’s clients each year.