Chicago Team

We have been managing clients’ wealth since 1982, and from the very beginning, we have considered ourselves fiduciaries of our clients’ assets. What this means to you is that we put your interests first, providing personalized financial advice and services designed to help you achieve your life goals.

Founder, Leonetti & Associates

Michael E. Leonetti, CFP^®, CFS^®, AIF^®
Director of Wealth Management, Buffalo Grove

Deborah B. Feldman, CFP^®
Wealth Advisor

Brian M. Campo, CFP^®
Wealth Advisor

Melissa A. Lazar, FPQP^®, CFS^®
Wealth Advisor

Sherwin M. Lesk, CFP^®, J.D., LL.M.
Wealth Advisor

Robin L. Stone, CFP^®, MBA
Wealth Advisor

J. Matt Varner, CFP^®
Client Service Manager

Patricia Gonzalez, FPQP^®
Senior Client Service Manager

Deborah A. Javurek, FPQP^®
Client Service Representative

Gail M. Smoy

Wealth Manager

Robin L. Stone, CFP^®, MBA

rstone@leonettiassoc.com / 847.353.6531 / Download Contact

Robin joined Leonetti & Associates in 1999 and is a CERTIFIED FINANCIAL PLANNER^TM (CFP^®) practitioner, an investment advisor representative and a member of the Financial Planning Association.

She has been recognized as a Five Star Wealth Manager* (2015-2022) and has appeared in Chicago Magazine (2015-2022).

Robin has worked in the financial planning industry since 1984. Prior to joining Leonetti & Associates, she was a financial consultant with a national financial planning firm for more than eight years.

Robin received a Bachelor’s degree in Finance from Indiana University and a Master of Business Administration degree in Investments and Taxation from Drexel University.

*Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this material should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com displayed.

Wealth Manager

Sherwin M. Lesk, CFP^®, J.D., LL.M.

slesk@leonettiassoc.com / 847.353.6536 / Download Contact

Sherwin Lesk is a CERTIFIED FINANCIAL PLANNER^TM (CFP^®) practitioner, an investment advisor representative, and an attorney. He is a member of the Financial Planning Association. Sherwin received his Juris Doctorate degree from Loyola University Chicago’s School of Law and his Master of Laws degree in Taxation from John Marshall Law School. His undergraduate degree is in economics. Sherwin co-chaired the tax department and chaired the employee benefits department at a mid-size Chicago law firm prior to joining Leonetti & Associates in 2000.

Sherwin has authored articles on tax, financial planning, and ERISA issues for the Illinois Legal Times and other publications. He has been quoted in financial planning, estate and tax planning articles in the Chicago Tribune, ChicagoTribune.com, FORBES.com, mPower Café, Research Magazine, The Christian Science Monitor, The Journal of Financial Planning, The New York Times, NewYorkTimes.com, and WSJ.com. Sherwin has been a featured speaker at educational seminars where he spoke about estate planning, tax planning, financial planning, stock option planning and retirement planning. He consults business owners and their advisors on succession planning and tax reduction strategies. In addition, Sherwin has been recognized as a Five Star Wealth Manager* (2012-2022).

Sherwin is admitted to practice before the United States Tax Court, the U.S. Court of Appeals for the 7th Circuit, the United States District Court (Northern District, Illinois), and all Illinois state courts. He is a member of the Financial Planning Association, the American Bar Association (Real Property, Trust and Estate Law Section; Asset Protection Planning, Financial Planning and Risk Management committees), and the Illinois State Bar Association (Sections on Employee Benefits, Privacy and Information Security, and Trusts and Estates).

Wealth Manager

J. Matt Varner, CFP^®

mvarner@leonettiassoc.com / 847.353.6523 / Download Contact

Matt joined Leonetti & Associates in 1996 and is a CERTIFIED FINANCIAL PLANNER^TM (CFP^®) practitioner. Prior to becoming a Wealth Manager, he managed the company’s fixed-income portfolios and equity trading Before Leonetti & Associates, he was finance manager for the central region of Reuters America, Inc. He holds a Bachelor’s degree in Accounting from Illinois State University and a Master of Business Administration degree in Finance from the University of Chicago. He passed the CPA exam in 1990.

Managing Director, Wealth Manager

Michael E. Leonetti, CFP^®, CFS^®, AIF^®

mleonetti@leonettiassoc.com / 847.353.6512 / Download Contact

Michael E. Leonetti is a CERTIFIED FINANCIAL PLANNER™ (CFP^®) practitioner, and holds the Certified Fund Specialist^® (CFS^®) and Accredited Investment Fiduciary^® (AIF^®) designations. He graduated from St. Mary's College in Winona, Minnesota with a Bachelor's degree in Business Administration and Economics.

Mike founded Leonetti & Associates, Inc. in 1982 and was among the pioneers in championing fee-only planning. He is a founding and current member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association and the Investment Management Consultants Association. Mike is an investment advisor representative and successfully passed the Series 7, 63 and 65 examinations. In addition, Mike has been recognized as a Five Star Wealth Manager* (2012-2022).

For 11 years, Mike wrote the quarterly financial planning column for The Journal of the American Association of Individual Investors. Articles by or about him have been published in Medical Economics, Money Manager Review, Money, Chicago Sun-Times, Chicago Tribune, Crain’s Chicago Business, Investing, Sylvia Porter’s Personal Finance, Financial Planning, and The Wall Street Journal. His book, Retire Worry-Free, was published in 1993.

Mike has been involved with Omni Youth Services and Illinois Special Olympics. He was the title sponsor of the Leonetti & Associates Omni Classic to benefit Omni Youth Services, and donated all of his book royalties to the Special Olympics.

His hobbies are golfing, working out and reading.

Analyst

Melissa A. Lazar, FPQP^®, CFS^®

mlazar@leonettiassoc.com / 847.353.6515 / Download Contact

Melissa joined Leonetti & Associates in 1988. She is responsible for overseeing family office special project work and provides research and analysis support. She is a Certified Fund Specialist^® (CFS^®) and a Financial Paraplanner Qualified Professional™.

Senior Client Service Manager

Deborah A. Javurek, FPQP^®

djavurek@leonettiassoc.com / 847.353.6518 / Download Contact

Debbie joined Leonetti & Associates in 2003. She is a Financial Paraplanner Qualified Professional^TM. As Director of Client Services, she oversees the activities of the client service staff, which provides support for both clients and wealth managers by opening new accounts and servicing accounts on an ongoing basis.

She has worked in the wealth management industry since 1998. Debbie previously worked for a Fortune 500 company, where she supported the vice president, general counsel and corporate secretary.

Managing Director, Wealth Manager

Deborah B. Feldman, CFP^®

dfeldman@leonettiassoc.com / 847.353.6526 / Download Contact

Deborah joined Leonetti & Associates in 1984. She shares responsibility for implementing the practice’s strategic plan as well as providing oversight of the practice’s financial planning and asset allocation processes.

Deborah is a CERTIFIED FINANCIAL PLANNER^TM (CFP^®) practitioner, an investment advisor representative, and a member of the Financial Planning Association.

Deborah has received recognition for her work in the finance industry. She has been recognized as a Five Star Wealth Manager* (2015-2022) and has appeared in Chicago Magazine (2015-2022). Deborah was also recognized as a Best in State Advisor by Forbes-Shook Research (2018-2023) and Best Financial Advisor by Forbes-Shook Research in 2018 and 2019.

Articles written by or about Deborah have appeared in Chicago Sun-Times, The Wall Street Journal, Chicago Tribune, Money, Crain’s Chicago Business, Sylvia Porter’s Personal Finance and other publications. She has co-authored financial planning articles in the Journal of the American Association of Individual Investors; has appeared as a guest panelist on the finance show with Phil Ponce on WTTW Channel 11 and on WGN radio; and was a regular guest of the radio talk show “Your Money” on WJKL in Chicago.

Deborah has been involved with Northwest Community Hospital, first as a volunteer, and later as a member of their Charitable Gifting Advisory Board.

Administrative Assistant and Receptionist

Gail M. Smoy

gsmoy@leonettiassoc.com / 847.353.6511 / Download Contact

Gail joined Leonetti & Associates in 2006. A big part of her job is greeting clients in person and on the phone. She works directly with and provides assistance to the Managing Partners, in addition to supporting the financial planning staff and the client service staff. Gail worked in a similar position for more than 10 years with a law firm in downtown Chicago.

Client Service Manager

Patricia Gonzalez, FPQP^®

pgonzalez@leonettiassoc.com / 847.353.6525 / Download Contact

Patricia joined Leonetti & Associates in 2007. In her role as a Client Service Manager, she provides support for both clients and the team by opening new client accounts and servicing accounts on an ongoing basis. Patricia’s previous employment experience has been in the financial and mortgage industries. Patricia earned an Associate’s degree in Business from McHenry County College in 2000. She is bilingual, and speaks fluent English and Spanish.

Wealth Advisor

Brian M. Campo, CFP^®

brian.campo@fairportwealth.com / 847.520.0999 / Download Contact

Wealth Advisor Brian Campo joined Fairport Wealth in early 2023, having most recently served as a Senior Consultant for Glendale Advisors and a Wealth Manager for Mid-Continent Capital in Chicago, IL. Brian brings 15 years of financial management and wealth planning experience to Fairport Wealth, ranging from managing multi-generational family wealth, cash flow and retirement planning, estate, and tax planning to portfolio management.

Brian studied at The University of Iowa and received his Bachelor of Science with a major in Economics, went on to receive his MBA in Finance from DePaul University Kellstadt Graduate School of Business, and earned the CERTIFIED FINANCIAL PLANNER^TM professional designation.

Brian resides in the Chicago metropolitan area and enjoys spending time with his 3 children, relaxing with friends, travel, sailing, golf, and his newfound love for racket sports. He enjoys his involvement with local charities and non-profits and believes that giving back is important, “to whom much is given, much is expected”.

Chicago Team

Founder, Leonetti & Associates

Michael E. Leonetti, CFP®, CFS®, AIF®

Director of Wealth Management, Buffalo Grove

Deborah B. Feldman, CFP®

Wealth Advisor

Brian M. Campo, CFP®

Wealth Advisor

Melissa A. Lazar, FPQP®, CFS®

Wealth Advisor

Sherwin M. Lesk, CFP®, J.D., LL.M.

Wealth Advisor

Robin L. Stone, CFP®, MBA

Wealth Advisor

J. Matt Varner, CFP®

Client Service Manager

Patricia Gonzalez, FPQP®

Senior Client Service Manager

Deborah A. Javurek, FPQP®

Client Service Representative

Gail M. Smoy

Quick Links

Michael E. Leonetti, CFP^®, CFS^®, AIF^®

Deborah B. Feldman, CFP^®

Brian M. Campo, CFP^®

Melissa A. Lazar, FPQP^®, CFS^®

Sherwin M. Lesk, CFP^®, J.D., LL.M.

Robin L. Stone, CFP^®, MBA

J. Matt Varner, CFP^®

Patricia Gonzalez, FPQP^®

Deborah A. Javurek, FPQP^®