Donald Olsen
Waypoint Estate & Business Planning
Suite 150
Lake Forest, IL 60045
Since 1989, Don has helped a wide range of clients confidently navigate complex estate and business planning issues.
Waypoint Estate & Business Planning
Since 1989, Don has helped a wide range of clients confidently navigate complex estate and business planning issues.
Protected Tomorrows
Jeremy Joseph joined Protected Tomorrows in 2024, bringing over 18 years of experience in the financial services industry.
Rivkin, Rivkin, & Kaplan, LLC
Denise Kaplan received her undergraduate degree (B.A., Magna Cum Laude, Phi Beta Kappa, 1995) from the University of Illinois and her law degree (Magna Cum Laude, Order of the Coif, 1998) from the University of Illinois College of Law, where she was the Managing Editor of the Eld... (read more)
Rivkin, Rivkin, & Kaplan, LLC
Larry Rivkin received his undergraduate degree (B.A. with distinction, Phi Beta Kappa, 1989) from Stanford University and his law degree from the University of Chicago (1994), where he was a Lord Bissell Public Service Merit Scholar. Licensed in both Illinois and Florida, Larry... (read more)
Edward Jones
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money.
Oak Wealth Advisors
Mike’s passion for helping people led him to open Oak Wealth Advisors in 2008 so that families with special needs members seeking experienced and objective financial advice could access the same quality of service that has traditionally been available only to the very wealthy.... (read more)
Rubin Law
Attorney Benjamin (Benji) Rubin, Brian’s youngest son, Mitchell’s “little/big” brother, graduated from the University of Illinois Law School, Magna Cum Laude, and received his undergraduate degree from Northwestern University.
South Bay Financial Partners
Bio coming soon!
Since 1989, Don has helped a wide range of clients confidently navigate complex estate and business planning issues. Don closely collaborates with other attorneys, financial planners, accountants, and insurance professionals in order to achieve the specialized planning goals of each and every client, one client at a ti...
Jeremy Joseph joined Protected Tomorrows in 2024, bringing over 18 years of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Chartered Special Needs Consultant® (ChSNC®), Jeremy is deeply committed to helping families navigate the unique challen...
Denise Kaplan received her undergraduate degree (B.A., Magna Cum Laude, Phi Beta Kappa, 1995) from the University of Illinois and her law degree (Magna Cum Laude, Order of the Coif, 1998) from the University of Illinois College of Law, where she was the Managing Editor of the Elder Law Journal and a Harno Fellow. Denis...
Larry Rivkin received his undergraduate degree (B.A. with distinction, Phi Beta Kappa, 1989) from Stanford University and his law degree from the University of Chicago (1994), where he was a Lord Bissell Public Service Merit Scholar. Licensed in both Illinois and Florida, Larry is also a CERTIFIED FINANCIAL PLANN...
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach y...
Mike’s passion for helping people led him to open Oak Wealth Advisors in 2008 so that families with special needs members seeking experienced and objective financial advice could access the same quality of service that has traditionally been available only to the very wealthy. Having a brother on the Autism...
Attorney Benjamin (Benji) Rubin, Brian’s youngest son, Mitchell’s “little/big” brother, graduated from the University of Illinois Law School, Magna Cum Laude, and received his undergraduate degree from Northwestern University. Benji is a member of the Academy of Special Needs Planners, an...