John Gottwald
Merrill Lynch
Lake Forest, IL 60045
John joined Merrill in 2019 after beginning his career a boutique independent firm in 2016 where his core focus was Business Development.
Merrill Lynch
John joined Merrill in 2019 after beginning his career a boutique independent firm in 2016 where his core focus was Business Development.
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)
John joined Merrill in 2019 after beginning his career a boutique independent firm in 2016 where his core focus was Business Development. As a Merrill financial advisor, through asking the tough questions, John takes the time to understand what's important to high-net worth individuals by developing customized str...
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...