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.
Your financial journey, our commitment
- Mesirow is an employee-owned firm, and our advisor team members are significant and long-term shareholders.
- Our team is always available for clients and pride ourselves on our high-touch approach and responsiveness.
- We listen and empathize with our client’s situation.
- We create personal and highly customized financial plans to meet our clients needs and goals.
- Our team consists of experienced professionals ranging from 6 to 36 years in the wealth management business.
- Our team has two CERTIFIED FINANCIAL PLANNER® professionals and a Chartered Financial Analyst® designee.
Events
Jennifer on WGN 720
Jennifer recently discussed the ins and outs of financial gifting to family and non-profits with Jon Hansen on “Mesirow Monday” on WGN Radio 720.
Listen hereLurie Corporate Challenge
Noah and other Mesirow Wealth Management team members recently participated in the Lurie Corporate Challenge where they placed 1st in the Jenga Challenge.
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.
Family planning event 2024
Noah Bloch, along with fellow Mesirow Advisor Sophia Yudkowsky, hosted a “Beyond budgeting: Financial planning for young families” event in March. The two educated young couples on financial planning for their long-term goals.
Chase Corporate Cup
To support Lurie Children’s Hospital and the patients they treat, Noah Bloch who is on the top right row, participated in The Corporate Cup Challenge alongside other Mesirow employees.
Richard Mesirow day
Jennifer Rosenblum joined in on the fun in packing 450 "Boredom Buster Bags" that were distributed to youth through Highwood Public Library as a part of the third annual Richard Mesirow Day 2023.
Metropolitan Family Services
As part of Mesirow's "Values in Action" program, Jennifer Rosenblum and Noah Bloch helped with landscaping and grounds clean-up at the Metropolitan Family Services Shelter in Downers Grove.
Plan Ahead
By Noah Bloch, CFP®
Five key financial planning ideas for young families
Financial planning is a crucial aspect of family life. From managing day-to-day expenses to preparing for major life events, families must navigate a complex landscape of financial decisions. It is easy for the demands of daily life to take precedence — from coordinating schedules for extracurricular activities, to planning birthday parties, or even simply planning a weeknight dinner. This article addresses five key financial planning topics that should be prioritized when trying to accomplish financial goals on top of day-to-day demands.
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