Meet your Mesirow Wealth Management team
We serve our clients through a personal, individualized approach to reaching financial goals, helping build comprehensive wealth plans and guiding important financial decisions through changing markets.
Arogya World Celebration 2024
Jordan, Brian and Jennifer were joined by Sumit Desai, as well as Jordan and Brian’s spouses, at the 2024 Arogya World celebration. Arogya World is a US-based global health non-profit organization working to prevent non-communicable diseases (NCDs), through health education and lifestyle change. As long-time sponsors of Arogya, the team joined others in the community to support and connect in Chicago, supporting non-profit's efforts to make prevention accessible.
Forbes Next Gen Award
Brian was recently named to the 2024 Best-in-State Top Next Gen Wealth Advisors ranking by Forbes! According to Forbes.com, “We believe our Top Next-Gen Wealth Advisor rankings are an early peek of our future Top Wealth Advisor rankings… They’re seasoned, have lived through market cycles, and their deep relations with families — often representing three or more generations — position them among the best wealth management has ever seen…Most importantly, the very best advisors are laser focused on having a positive impact on their clients' lives. They want to add meaning, help them live better lives.” To see Brian’s profile visit here.
We invest in what matters
Jennifer Gartenberg recently represented Mesirow as a sponsor of the Little Black Dress Night for Chicago Tech Academy High School. The annual event benefits the school’s Young Women’s Leadership Society that was founded in 2014 to advocate for pathways to success for all young women.
Women Advisor Summit
Jennifer recently joined other Mesirow Wealth Advisors at the Women Advisor Summit hosted by Investment News. The event is used as a space for women advisors to come together, connect, and talk about important things about being in the industry.
Non-profit sponsorship
Jordan, Brian and Jennifer attended the 2023 Arogya World celebration gathering in Chicago, an opportunity to connect with individuals in the community who are passionate about global health, celebrate Arogya World’s impact, and support their critical work to improve the health of families in India. The team has been proud sponsors of this organization for many years. Arogya World is a global health non-profit organization working to prevent non-communicable diseases through health education and lifestyle change.
Tax efficient investing
I talk about how a savvy investor can strategically reduce federal tax liabilities without impacting long-term investment plans in this Mesirow Minute video.
Charitable giving strategies
In this Mesirow Minute video, I shared ideas on creating charitable giving strategies that align with personal and financial goals.
WGN Interview
Hear Jennifer’s interview from November 4, 2024, where she shared 7 year-end financial planning tips including maximizing annual gifting, Roth IRA conversions and tax loss harvesting.
Listen to the replayWGN Interview
Hear Jennifer’s interview from May 6, 2024 on WGN Radio 720. She talked with the host, Jon Hansen, about funding college with a focus on 529 plans.
Listen to the replayWGN Interview
Listen in to hear Jennifer discuss market conditions and how investors can benefit from tax-advantaged investment strategies from November 2023.
Listen To Jennifer's BroadcastsWCIU Appearance
Jennifer Gartenberg, CFP®, Managing Director and Wealth Advisor, was on WCIU’s “On the Block”. Jennifer discussed planning needs for potential home buyers.
Watch Jennifer on WCIUIt's time to consider a Roth 529 conversion
by Jennifer Gartenberg, CFP®
Recent rule changes make this a good time to learn more about 529 conversions. This article outlines the different ways 529 account holders can invest leftover assets, including a conversion into a Roth IRA. read more
Are you dedicated to charitable causes, but worried that you might lose your deduction?
by Brian J. Lorber, CFP®
This article outlines how our clients can integrate charitable giving into their financial plan and still enjoy some of the tax benefits long associated with charitable giving. read more
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