Meet The Team
The team behind Wealth Planning Network is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Michael Jankowski President & CEO
A frequent seminar leader and lecturer, Michael specializes in working with physicians, business owners, and corporate executives. He is the President and CEO of Wealth Planning Network, Chicagoland’s premier wealth management and estate planning firm.
Michael has been a financial advisor in the area for over 25 years and has successfully helped hundreds of affluent families achieve their financial and estate planning goals. Through a combination of personalized attention, industry expertise, and the latest technology, Michael, and his team, along with Chicagoland’s premier attorneys and CPA’s, provide a complete financial and estate plan that is tailored to meet the unique goals of each client.
Michael specializes in asset protection, estate and income tax minimization, investment management, and charitable giving strategies to maximize his clients’ assets throughout their lives and to their heirs. Michael is dedicated to providing each client with sound and conservative financial solutions.
A native resident of the Chicagoland area, Michael currently resides in Burr Ridge and enjoys hiking, biking downhill skiing, reading, and spending time with his four daughters.
* The standards for this paid listing are based on but not limited to good standing with the Financial Industry Regulatory Authority and the U.S. Securities and Exchange Commission.
Shaun R. Williams, CFP® Director of Wealth Management, Private Wealth Advisor
Shaun has been a financial advisor for the past five years. He had graduated from Indiana University in 2014 with a Bachelor of Science in finance and economics. Shortly after he graduated from IU, he continued his financial education by obtaining his CERTIFIED FINANCIAL PLANNERTM professional designation from Northwestern University. Shaun has passed the Series 7 and 66 securities exams and holds an Illinois insurance license.
Shaun is experienced in providing comprehensive wealth management to high net worth individuals, family offices and foundations. He started his financial career at Charles Schwab as a financial consultant partner in Washington, D.C., after he completed his internship at First Colonial Group in New York. Shaun joined Wealth Planning Network as a financial advisor in 2018. He works closely with Michael in creating advanced financial, estate, insurance and investment plans for Wealth Planning Network's HNW clients.
When Shaun is not busy at the office, he likes to mountain bike and ski with friends in Colorado and spend time with his family in Indiana.
Angela M. Watkins Director of Client Services
Lauren C. Jankowski Director of Client Operations
Kimberly M. Valentino Client Services Specialist
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.