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. 

 

Headshot of Tiffany Irving

Tiffany Irving, CFP®, CEPA®

Senior Vice President, Wealth Advisor | Wealth Management

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Headshot of Joseph Scanlon

Joseph M. Scanlon

Senior Managing Director, Wealth Advisor | Wealth Management

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David Moore Headshot

David Moore

Wealth Specialist | Wealth Management

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Headshot of Sandra Lackhouse

Sandra L. Lackhouse

Vice President, Client Relationship Specialist | Wealth Management

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Headshot of Rebecca Solomon

Rebecca Solomon , J.D., LL.M.

Estate Planning Specialist | Wealth Management

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Tiffnay and daughter Zoe

Tiffany shares why National Coming Out Day is so important

“Our daughter was struggling with something. We were certain we knew what was going on, but this was her own journey. We have always been a very open and communicative family and we were confident she would talk to us when she was ready. Our daughter, now a sophomore in college, shared with us 5 years ago that she is a lesbian. As she told us, she cried and we cried. For her and for us, these were tears of relief, joy and fear. She wasn’t worried about our love and acceptance; that was never in doubt for her. She was anxious about holding all of this in for so long, and needed to let it out.

I am so thankful that our daughter trusted us and knew she would be accepted for who she is. I am proud of my daughter. I love and support her in all things. Our fear and ongoing worries for her are centered around the bullying, the hate, the discrimination, the judgement — all of which she has experienced since coming out. She wants to live her life. Her ability to stand up to that hate and discrimination, to say who she is and who she loves, makes me so proud and proud of everyone in the community who came before her and those who will come after.”

Events and recent news

Women & Money podcast

Tiffany on podcast

Tiffany recently joined Dr. Barb Provost and Maggie Neilsen from Pursestrings on their live Podcast, Women & Money. The ladies discussed what being a female breadwinner means and looks like in this day and age, and how many different perspectives highlight the importance of talking about finances in a relationship.

Chapman & Cutler benefits fair

Tiffany at Chapman and Cutler

We recently shared our expertise with associates at the law firm of Chapman and Cutler's benefits fair in Chicago.

VALPO Magazine

Irving family

The Irving family recently appeared in the North Valpo magazine’s September issue. The magazine highlighted what’s going on in Tiffany’s family life, with an overall theme of kindness, which is one of the hallmarks that the Irving family leads with.

Read the magazine to learn more

The Executive Club

Tiffany and Rebecca

Tiffany and Rebecca attended a lunch hosted by the Executives Club of Chicago to learn from speaker Sallie Krawcheck all about Women’s Empowerment Through Investment.

The Caring Place

Tiffany and her daughter

Tiffany Irving and her daughter Jorie recently attended a gala hosted by The Caring Place Northwest Indiana. The evening was focused on raising funds and awareness for domestic violence, sexual assault, and teen dating survivors.

DuPage outlook lunch

Tiffany, Joe, Richard

Tiffany Irving, along with Joe Scanlon and Richard Price, attend the 14th Annual DuPage County Regional Business Outlook on June 6. The event, that Mesirow was a sponsor of, took a look into the future of the economic environment and important issues that may arise.

    Financial planning basics

    Learn about the importance and value of personal financial planning in this Mesirow Minute video.

    Watch now

    Financial planning strategies for business owners

    In this Mesirow Minute video I share ideas on how business owners can use financial planning to protect their investments and grow.

    Watch now

    Mesirow Mondays

    Tiffany is frequently featured on the WGN Radio 720 "Your Money Matters" show hosted by Jon Hansen.

    Turning up your business
    Hear Tiffany’s interview from September 9, 2024, where she where she discussed how to financially prepare to turn a side hustle into your main business. Listen to replay

    The importance of estate planning
    Hear Tiffany’s interview from March 4, 2024, where she discussed estate planning basics: how to get started and the importance of keeping your plan up to date.  Listen to replay

    Year-end tips
    Tiffany discussed her year-end financial planning checklist and tips on how to jumpstart 2024 financial plans.  Listen to replay

    Investing as part of an LGBTQ+ family
    Tiffany continued her conversation with Jon Hansen in support of Pride Month on June 12th, where they discussed investing as part of an LGBTQ+ family.  Listen to replay

    The stages and ages of investing
    Tiffany appeared on "Mesirow Monday" on May 1st, 2023 where she discussed how life events effect financial plans, and the impact divorce can have on finances.  Listen to replay

    Media appearances

    Women Advisor Summit
    Tiffany 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.

    Chase Corporate Cup
    Sandy Lackhouse represented Mesirow at this year's Chase Corporate Challenge. This year’s race benefitted Hope Chicago, who strives to build a more equitable Chicago by sending 30,000 Chicago students and parents through higher-education debt-free over the next decade.

    NAWBO Conference
    Tiffany and Sophia Yudkowsky represented Mesirow at the 41st Annual Celebration of Achievement hosted by The National Association of Women Business Owners Chicago. They answered questions about business and personal finances for women business owners in the area.

    RIA Conference
    Tiffany and David recently had the opportunity to join other professionals in the Wealth Management industry at the Midwest RIA Portfolio Summit conference. The day was filled with networking and listening to panels of industry leaders. Tiffany joined a panel of other women in Wealth Management and talked about how they have developed within their roles and the industry itself.

    Business Symposium
    Tiffany and Rebecca recently spoke at a Business Symposium Event hosted by The Presidents Legacy Council and Mesirow Wealth Management. The two provided small business owners with important information about organizing their personal and business finances.

    WIP Event
    Tiffany recently joined other women in the investment industry for a luncheon about the latest Economic Outlook. The event was hosted by the non-profit Women Investment Professionals (WIP), which promotes connections and conversations among women in the industry.  

    Northwestern Football
    Tiffany has teamed up with fellow Mesirow wealth advisor Gregg Lunceford to provide in-person instruction to Northwestern University football players on the basics of finance. Topics include financial literacy, budgeting and tax planning, and money, banking and investment basics. 

    Wine Tasting Event
    Tiffany recently co-hosted a private wine tasting at Running Vines Winery with Smith Legal group, LLC*. 

    Pridely feature
    Tiffany Irving’s commitment to the LGBTQ+ community started on a personal level and grew into a practice emphasis. As demonstrated in Pridely, she continues to bring her compassion and skills to bear when serving this community, as she has to her other clients over the past 24 years.  Take a look

    Pay it forward
    Tiffany was featured on Wealth Management.com's Sixteen Inspirational New Year's Resolutions Resolutions of Financial Advisors, advocating her commitment to not only her clients but other women who are interested in pursuing financial services as a career. "I support organizations working to improve the lives of women and girls. I carry that passion into my business and enjoy working with my female clientele to help them achieve their personal financial goals..."

    *Mesirow has no business affiliation with the people in this. 

    Insights from Tiffany

    By Tiffany Irving, CEPA®, CFP®

    Why you need a financial plan
    A written financial plan can be used to identify your short and long-term wealth objectives and to create and implement strategies to help you achieve them. Your financial goals become attainable and measurable. Keep in mind, the plan you create should be dynamic and flexible so that life changes can be accounted for, and updates can be made along the way.  read more

    Setting a new course: Best practices for selling your business
    Tiffany recently earned the Certified Exit Planning Advisor (CEPA®) designation, representing her on-going commitment to business owners and is offering a booklet she co-authored below. “Setting a new course: Best practices for selling your business” presents three phases for selling a business which any owner considering selling – now or in the future – will find to be valuable.  Read more

    Prepare, Plan, Protect - Wealth planning tips for business owners
    Business owners often juggle a multitude of concerns/tasks, such as marketing, HR, bookkeeping, customer service and inventory management. As the company grows, so does the staff and leadership team as owners begin to delegate and spend more time on managing versus executing.  Read more

    Three ways to prepare for a financial windfall
    Do you ever dream of receiving a financial windfall?  It may seem like a fantasy, but it happens more often than you might think. And, not unlike other financial issues, having a plan will ensure you make the most of your windfall and have no future regrets.  read more

    The importance of financial planning in the LGBTQ community
    When it comes to meeting goals and staying on budget and on track to attain your financial objectives, financial planning is critical. Everyone has unique circumstances that must be considered when creating a comprehensive plan, and members of the LGBTQ community may have additional factors to consider when it comes to planning.  read more

    Divorce: Financial tips to help you prepare and stay organized 
    Divorce is one of the many unexpected events that can happen on the road we call life. If your path leads you here, you will want to be prepared for the financial ramifications and confidently move forward with a new plan.  As with any significant life change, a divorce can be an emotional and stressful period and the more organized and prepared you are, the better equipped you will be for this transition in your life.  read more

    This year, make your New Year’s resolution about financial empowerment
    The beginning of each year brings hope as we consider starting something new or making improvements to our financial wellness. As busy, multi-tasking women we often put ourselves at the bottom of the priority list, especially when it comes to our finances. Ladies – it is time to make yourself a priority! Spas are nice, but how about making this year’s resolution focused on your own financial empowerment.  Read more

    Board appointments & membership

    The Caring Place 
    Tiffany Irving serves as a Board Member for The Caring Place, which provides inclusive service, shelter, and ongoing support for people experiencing domestic violence. Through advocacy, education, and awareness, The Caring Place empowers people to build supportive, respectful, compassionate relationships.

    National Association of Women Business Owners (NAWBO Chicago)
    Tiffany is a member of NAWBO Chicago, often sharing insights with business owners about how to integrate business and personal financial planning.

    Greater Valparaiso Chamber of Commerce
    Tiffany is a member of the Greater Valparaiso Chamber of Commerce where she works with local business owners on strategic legacy planning as it relates to their business. t how to integrate business and personal financial planning.

    Mesirow does not provide legal or tax advice. Past performance is not indicative of future results. The views expressed above are as of the date given, may change as market or other conditions change, and may differ from views express by other Mesirow associates. This is not a solicitation to buy or sell the securities mentioned. Do not use this information as the sole basis for investment decisions, it is not intended as advice designed to meet the particular needs of an individual investor. Information herein has been obtained from sources which Mesirow believes to be reliable, we do not guarantee its accuracy and such information may be incomplete and/or condensed. All opinions and estimates included herein are subject to change without notice. This communication may contain privileged and/or confidential information. It is intended solely for the use of the addressee. If you are not the intended recipient, you are strictly prohibited from disclosing, copying, distributing or using any of the information. If you receive this communication in error, please contact the sender immediately and destroy the material in its entirety, whether electronic or hard copy. This material is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.

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