Our Team

Credentialed specialists who've worked together for years.

Nadler Financial Group is built around long-tenured shareholders and a deep bench of CFP®, CPA, CFA®, AIF®, ChFC®, CLU®, PFS, and CEBS-designated professionals. When a planning question turns technical, the depth is in the room.

Leadership

Shareholders setting the direction of the firm.

Michael Nadler, CPA, CFP®

Founder & President · Co-CIO

Michael founded Nadler Financial Group and serves as President. He leads the firm’s investment advisory, personal financial planning, and wealth management services and chairs the Investment Committee. He holds the CFP®, CPA, and PFS (Personal Financial Specialist) designations from the AICPA. Prior to founding NFG, Michael was Director of Financial Services at Waterstone Financial Group; he began his career as a tax accountant at Price Waterhouse. Michael graduated with high honors from the University of Illinois at Urbana-Champaign with a Bachelor of Science in Accountancy, and received professional financial planning education from the College for Financial Planning in Denver, Colorado.

Rebecca Raff, CFP®

Shareholder · Managing Director of Wealth Management

Rebecca joined Nadler Financial Group in 2011 and became a shareholder in 2021. A two-time Five Star Wealth Manager award winner, she focuses on charitable planning and retirement planning for small-business owners, advises many of the firm’s 401(k) plan clients, and provides participant education. Rebecca serves on the firm’s Management Team and as Director of Financial Planning. She previously worked at a firm specializing in equity options trading. She holds the CFP® designation with planning coursework from Northwestern University’s School of Continuing Studies and earned a B.A. in Economics with a minor in Mathematics from the University of Illinois at Urbana-Champaign. She serves on the Israel Cancer Research Fund (ICRF) Chicago Board.

Meg (Kamberis) DiGiulio

Shareholder · Chief Operating Officer

Meg joined Nadler Financial Group in early 2019 and brings over 25 years of managing people and business operations across financial services and adjacent industries. She previously led HR and administration for a mid-sized Chicago-area wealth management firm. Her earlier career spans property management on Chicago’s Gold Coast, managing a computer consulting firm, retail business management, and early-childhood education. Meg is passionate about employee development and team culture and oversees the firm’s operations.

Wealth Management Team

The advisors who'll know you personally.

Will Clark, CFP®

Wealth Manager

Will joined Nadler Financial Group in 2023 as a career changer into financial services. He holds the CFP® designation and the CPA license, with a B.S. in Accountancy from the University of Illinois at Urbana-Champaign. Will previously worked for an independent RIA and brings over 20 years of financial-management experience for operator-owned businesses.

Alan Chambers, CPA

Senior Wealth Manager

Alan joined NFG in 2021 after 13 years at Guggenheim Partners and Ernst & Young, where he specialized in tax planning and compliance for financial institutions. He holds bachelor’s and master’s degrees in accounting from Michigan State and an MBA from Northwestern’s Kellogg School of Management.

Nancy Fehrenbach, CFA®, CFP®

Wealth Manager

Nancy joined the firm in 2025 with more than eight years as a financial planner and wealth manager. A Wharton Business School graduate, she began her career as an investment analyst and portfolio manager for pension and insurance company funds. She holds both the CFA® and CFP® designations.

Greg Foss, AIF®

Shareholder · Director of Retirement Plan Services

Greg joined Nadler Financial Group in 2018 with over 14 years working with qualified retirement plans. He previously audited benefit plans at Ernst & Young, served as a recordkeeper for 401(k) and 403(b) plans, and worked as a 401(k) plan educator for a multiple-employer plan. Greg holds a B.S. in Finance from the University of Illinois at Urbana-Champaign and the CEBS (Certified Employee Benefit Specialist) designation.

Tim Hattendorf, QPA

Retirement Plan Advisor

Tim joined NFG in 2023 after 25+ years in the retirement plan industry. He holds an MBA with a finance concentration from DePaul University and the QPA (Qualified Plan Administrator) designation from the American Society of Pension Professionals & Actuaries.

Sherene Meier, CPA

Lead Associate Wealth Manager

Sherene joined the firm in 2025 following a career in public accounting. She began in audit and accounting at RSM McGladrey, where she was a Director managing audit engagements for manufacturing and distribution clients and specialized in employee benefit plan audits. She later expanded into tax planning, estate planning, and advisory work for high-net-worth individuals at boutique CPA firms. Sherene is a licensed CPA.

Eric Miller, CFP®

Wealth Manager

Eric joined Nadler Financial Group at the end of 2022 after moving to Chicago from western Illinois. He previously worked at a financial advising firm in Davenport, Iowa, and holds a degree in economics and business from Coe College in Cedar Rapids — where he also played basketball.

Ari Nadler, CPA

Portfolio Manager

Ari joined NFG in 2023. He earned his Master of Accounting from the Stephen M. Ross School of Business and his B.A. in Economics at the University of Michigan (2021). A licensed CPA in Illinois, he began his career at PricewaterhouseCoopers Chicago in Audit & Assurance for investment companies and private investment funds within PwC’s Asset & Wealth Management practice.

Hevan Patel

Associate Wealth Manager

Hevan joined NFG in April 2025. He previously served as a Valuation Specialist at Harvest Investments, supporting investment analysis and client service. Hevan holds a bachelor’s degree in Finance and Supply Chain Management from DePaul University (2023).

David Rosenberg

Shareholder · Director of Investment Management · Co-CIO

David joined NFG in 2008 and is responsible for investment research, implementation, client relationship management, and financial planning. He helps lead the firm’s Investment Committee and serves on the Compliance Committee. David holds a B.A. in Economics from Northwestern University, where he was founder and President of the Delta Sigma Pi business fraternity. He is President of the Chicago-based political action committee CityPAC and a member of AIPAC’s Young Leadership Council.

Cindy Schulze, CPA

Senior Wealth Manager

Cindy joined NFG in 2021 after 20 years in public accounting, most recently as a Senior Manager specializing in accounting and tax services for high-net-worth individuals, private businesses, and their owners. She holds a B.S. in Accountancy from Northern Illinois University and is a licensed CPA.

Philip Sloan, CPA, CFP®

Shareholder · Senior Wealth Manager

Philip joined Nadler Financial Group in 2017 after more than a decade at Ernst & Young, most recently as a Senior Manager in Tax Services — handling corporate tax planning, financial statement preparation, audit, and reporting for multinationals. He is a licensed CPA in Illinois, a CFP®, and also holds the ChFC®, CLU®, and PFS™ credentials. Philip earned a master’s in accountancy (with a taxation specialization) and a bachelor’s in accountancy and finance from the University of Illinois at Urbana-Champaign, plus financial planning education from the University of Georgia’s Terry College of Business.

Kimberly Stacy, CPA

Lead Associate Wealth Manager

Kimberly joined NFG in June 2024. She was previously a Client Service Associate at Gresham Partners, an ultra-high-net-worth wealth management firm. A licensed CPA, she began her career at PricewaterhouseCoopers in tax compliance and consulting for private equity and hedge fund managers. Kimberly holds a bachelor’s degree from Indiana University in Accounting, Finance, Entrepreneurship & Corporate Innovation.

Samuel Velblum

Associate Wealth Manager

Sam joined NFG at the end of 2024. At 15, he placed second in a national Investopedia trading competition and won his high school’s stock-trading tournament, earning a scholarship to DePaul University. He earned his bachelor’s in Finance from DePaul (2023) and is fluent in Russian.

Zachary Zewiske, CFP®

Lead Associate Wealth Manager

Zach joined NFG in October 2025. He was previously a Client Service Associate and Associate Advisor for high-net-worth clients at Charles Schwab. Zach holds a bachelor’s degree in Spanish from the University of Wisconsin–La Crosse and the CFP® designation.

Operations Team

The team behind every great client experience.

Colleen Casper

Director of Operations

Colleen joined NFG in 2018 with over 15 years of experience supporting qualified retirement plans — including plan administration, recordkeeping, compliance testing, and auditing. She holds a B.A. in Business Administration / Human Resources from Roosevelt University and volunteers with and fosters for animal rescues.

Julie DeCicco

Client Service Specialist

Julie joined NFG in May 2025. She brings over 15 years as a client service specialist in the financial industry and holds an associate’s in applied science from Triton Community College.

Katie Krase

Shareholder · Director of Compliance & Systems

Katie joined Nadler Financial Group in 2005 and became a shareholder in 2021. She oversees compliance and systems and is involved with individual wealth management, corporate retirement plans, and technology. Katie previously worked at Country Companies in Bloomington, IL, in property and casualty insurance claims, and holds a B.S. in Marketing with a minor in Accounting from Illinois State University.

Sherry Meszaros

Operations Manager

Sherry has been with NFG since 1999, specializing in corporate-sponsored retirement plans and individual investment accounts. She earned a B.S. in Financial Counseling and Planning and a B.S. in Consumer Affairs (with honors) from Purdue University. She volunteers with Willow Creek Community Church’s VITA tax-preparation program and its Care Center financial-services program for budgeting and retirement planning.

Rachelle Palmer

Director of Data Management & Systems Engagement

Rachelle joined NFG in 2014 with several years assisting financial professionals and client services. She holds a B.A. from Appalachian State University in Business Management with an Art minor.

Laura Scholl

Operations Manager

Laura brings over 9 years in financial services and was most recently a Client Associate at a local financial planning firm. Earlier she worked as a CPA at KPMG Peat Marwick and at Prudential Realty Group. She holds a BBA from the University of Wisconsin–Madison and an MBA from DePaul University.

Samie Trevino

Office Assistant

Samie joined NFG in December 2024 with seven years of experience in hospitality and customer service.

Michelle Weiner

Practice Administrator

Michelle joined NFG in 2010 and has held a variety of roles assisting Wealth Managers with client service and operations. In her second career, she holds a B.S. in Psychology from the University of Illinois at Urbana-Champaign and an M.A. in School Psychology from Northern Illinois University. She previously worked eight years as a school psychologist.

Brian Wendt

Director of Client Service

Brian joined NFG in June 2025 with more than 12 years in financial services. He was most recently Manager of Client Operations at a mid-sized wealth management firm. Brian holds a bachelor’s degree in Organizational Leadership with an Economics minor from Illinois State University.