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.
We invest in what matters
An inspirational row
Jennifer recently had the opportunity to participate in The Head of the Charles River, the largest regatta in the world over 3 days in Boston, MA. 828 teams, 74 events, 2,625 boats/entries. This year HOCR highlighted the Survivor Rowing Network exhibition race where 11 boats competed. Jen explained, “We had 20 athletes competing in Boston for the first time. It was inspiring to row against the best athletes in the world.”
Jennifer doing good!
Jennifer Lockbaum recently joined other Mesirow employees to help pack 35,000 backpacks in a few hours with learning supplies for Chicago youth. In the next few weeks, these backpacks and more – more than 100,000 – will be in the hands of Chicago students for their first day of school.
Mid-year check-ins
Gregg Lunceford, Managing Director recently returned to WGN to discuss the importance of a mid-year financial check-in.
Listen To The ReplayChicago Sky Event
Gregg recently hosted an event at a Chicago Sky game in June. The entire team joined in on the event and enjoyed a night filled with great food, drinks and conversation.
Juvenile Protective Association
Gregg and his wife recently attended the 2024 All in for Kids Spring Benefit on May 3. The event was hosted by Juvenile Protective Association (JPA) to raise funds for continued access to services for children in challenged neighborhoods.
Learn moreHelping Chicago's children
Mesirow volunteers helped pack backpacks for Chicago youth as part of the 2023 Cradles to Crayon's Backpack-A-Thon at the Daley Center.
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Industry recognition
Gregg was named one of 50 Business Leaders of Color for 2021 by Chicago United. Chicago United notes that these leaders are outstanding examples of what it means to overcome obstacles and biases to navigate the corporate landscape and ascend to leadership with boldness and confidence.
Insights from Gregg
As a published author and expert on retirement, Gregg provides valuable information about a wide variety of retirement lifestyle issues in print, on radio and via podcasts.
Common Retirement Myths Part 1
We all have preconceived notions about retirement. In this Mesirow Minute video, I share a few commonly held beliefs that I challenge as myths.
Retirement Myths Part Two
In this Mesirow Minute video, I challenge and debunk additional myths about retirement.
Have you had "the talk" with your children?
Discussions between parents and children are not easy and get more complex as we advance to different stages in life. Regardless of how mature we think we are as the parent or the child, some discussions are just “not fun.” Preparing and engaging in them creates stress and anxiety; however, not having them may result in a more devastating outcome.
Financial and Lifestyle Changes - Realities facing younger generations
Individuals in Generations Y (Millennials) and Z may be hit harder financially than those before them. Also, lifestyle goals and other accomplishments may take longer as individuals need more time to establish themselves. Here are a few reasons why.
What role does financial planning play in retirement satisfaction?
Your life in retirement has the potential to exceed the life of your career. Having a plan—both a financial plan and a plan for how you plan to spend the next 30+ years—has never been more important.
4 tips to help keep your New Year's financial resolutions on track
The beginning of each year brings hope as we consider starting something new or making improvements to something we have started.
Why Gen Z is optimistic about retirement
Planning for retirement has become increasingly complex due to the elimination of pension plans, rising health care expenses, and the anticipated increase in longevity.
Having “The Talk” in uncertain times
Every family should be able to have healthy discussions, but the reality is that for many this may prove challenging.
Yours, mine & ours: How couples can prepare for retirement
Preparing for retirement is a marathon – not a sprint – and requires discipline over a long period of time.
Nine questions all retirees should ask themselves
Retirement can be a great experience for you to relax, grow and achieve milestones. However, it is much better if you are healthy!
Have you had “the talk” with your children?
Discussions between parents and children are not easy and get more complex as we advance to different stages in life.
Caring for others: Will it impact your retirement?
Nearly half of Baby Boomers have the responsibility of saving for retirement, raising children and taking care of their parents.
What should I do with my time in retirement?
Each new season brings the possibility of new adventures and milestones such as engagements, children, grandchildren, and career opportunities.
Is early retirement right for you?
At one time or another you may be offered the opportunity to “retire early” — well before your 65th birthday. It is important to plan for this contingency in advance.
Making a career transition to retirement
The aging of the population is creating more conversation around the topic of retirement as individuals try to figure out if and how they would like to transition from their primary careers into a retirement period that may be much longer, and different, than those experienced by prior generations.
Entrepreneurship as a retirement lifestyle
Retirement used to mean the end of an era, and was solidified by a person’s complete exit from the workplace. However, today’s Baby Boomers, and those who will follow them, will not be living their grandparents’ retirement lifestyles.
As published on Forbes.com
As Many Postpone Big Life Events, Financial Planning Is Crucial
Should Inheritance Be A Retirement Strategy?
How Financial Planning Factors Into Retirement Satisfaction
What is Your Relationship with Money?
Unanticipated Responsibility: How Will Caring For Others Impact Your Retirement?
Yours, Mine And Ours: Do Couples Work Together To Prepare For Retirement?
Entrepreneurship: The Retirement Solution?
Should Your Retirement Include Work?
Books & whitepapers
What is Retirement in the 21st Century?
Financial Planning for Retirement: A Psychosocial Perspective
Mesirow Monday on WGN Radio 720
Financial New Year's resolutions. Gregg Lunceford, Managing Director returned to WGN to discuss how to create a plan to follow through on your financial New Year’s resolutions.
How to prepare in case you are forced to retire early. Gregg returned to WGN to discuss how ageism, natural disasters, and more are affecting retirement.
How much money should you plan to have as a caregiver? Gregg addresses WGN listeners' concerns about annual caregiving expenses and how to prepare in advance for these possibilities.
Caregiver guide and tips. Gregg discusses the pitfalls, financial stresses, and resources associated with aging parents.
How do couples work together to create a financial plan? Gregg discusses how couples can work together to plan financially, especially for retirement.
Retirement lifestyle choices. Gregg discusses how your retirement transition requires social, emotional readiness and financial readiness and how he guides clients as they reimagine retirement.
Events hosted by the team
Painting community classrooms David Moore recently volunteered to help paint classrooms at the Children's Place Associations Early Learning Center.
Northwestern Presentation. Gregg teamed up with fellow Mesirow wealth advisor Tiffany Irving to provide in-person instruction to Northwestern University football players on the basics of finance. Topics included financial literacy, budgeting and tax planning, and money, banking and investment basics.
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