Awards & Credentials

Our team is honored to be named to Forbes Best-In-State Wealth Management Teams

for 2023 and 2024

Fee paid for use of logo

David Arquilla was selected as one of the

Forbes Best-In-State Wealth Advisors in Illinois

each year for 2021 - 2023



Jennifer Arquilla was selected as one of the

Forbes Best-In-State Wealth Advisors in Illinois

each year for 2021 - 2023

The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 

Fee paid for use of logo

Jennifer Arquilla was named as one of the

Forbes Top Women Wealth Advisors 

for the years 2020 - 2024

The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

David Arquilla was named on of the Five Star Wealth Managers

for the Chicago area each year

from 2019 - 2023

 

Jennifer Arquilla was named on of the Five Star Wealth Managers

for the Chicago area each year

from 2019 - 2023

 

Louis Montana was named on of the Five Star Wealth Managers

for the Chicago area each year

from 2019 - 2023

 

Ronald Lambke was named on of the Five Star Wealth Managers

for the Chicago area each year

from 2019 - 2023

 

Stephen R. Bowman was named on of the Five Star Wealth Managers

for the Chicago area for each year

 from 2021 -  2023

 

Craig A. Daun was named on of the Five Star Wealth Managers

for the Chicago area each year

from 2012 - 2023

 

Michael C. Lapinski was named on of the Five Star Wealth Managers

for the Chicago area each year

from 2012 – 2023

 

Bruce Langille was named on of the Five Star Wealth Managers

for the Chicago area

for 2023

 

Andy Hlavach was named on of the Five Star Wealth Managers

for the Chicago area

for 2023

CERTIFIED FINANCIAL PLANNNER^TM

Lou Montana, CFP^®, Managing Director – Investments

Craig Daun, CFP^®, Senior Vice President – Investment Officer

Michael Lapinski, CFP^®, Senior Vice President – Investment Officer

 To earn their CFP^® credential, each of them have completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is comprehensive array of advice and skill-based approach that distinguishes CERTIFIED FINANCIAL PLANNER™ practitioners from other professional advisors, who typically focus on only one area of a client's financial life.





2023 Five Star Wealth Manager - The Five Star Wealth Manager award was issued on October 1, 2023 by Five Star Professional (FSP) for the time period January 9, 2023 through July 31, 2023. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The 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 FSP or this publication. 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 FSP in the future. 5549 Chicago-area wealth managers were considered for the award; 405 (7% of candidates) were named 2023 Five Star Wealth Managers. Visit www.fivestarprofessional.com.

2022 Five Star Wealth Manager - The Five Star Wealth Manager award was issued on October 1, 2022 by Five Star Professional (FSP) for the time period January 24, 2022 through July 29, 2022. 4912 Chicago-area wealth managers were considered for the award; 384 (8% of candidates) were named 2022 Five Star Wealth Managers. 

2021 Five Star Wealth Manager - The Five Star Wealth Manager award was issued on October 1, 2021 by Five Star Professional (FSP) for the time period December 28, 2020 through August 6, 2021. 5635 Chicago-area wealth managers were considered for the award; 382 (7% of candidates) were named 2021 Five Star Wealth Managers. 

2020 Five Star Wealth Manager - This award was issued on October 1, 2020 by Five Star Professional (FSP) for the time period January 6, 2020 through August 7, 2020. 4636 Chicago-area wealth managers were considered for the award; 356 (8% of candidates) were named 2020 Five Star Wealth Managers.

2019 Five Star Wealth Manager - This award was issued on October 1, 2019 by Five Star Professional (FSP) for the time period January 7, 2019 through August 9, 2019. 5430 Chicago-area wealth managers were considered for the award; 429 (8% of candidates) were named 2019 Five Star Wealth Managers.

2018 - This award was issued on 10/1/18 by Five Star Professional (FSP) for the time period 01/12/2018 through 08/17/2018. 5449 Chicago-area wealth managers were considered for the award; 435 (8% of candidates) were named 2018 Five Star Wealth Managers.
 
2017 - This award was issued on 10/1/17 by Five Star Professional (FSP) for the time period 12/16/2016 through 08/3/2017. 3781 Chicago-area wealth managers were considered for the award; 438 (12% of candidates) were named 2017 Five Star Wealth Managers.

2016 - This award was issued on 9/1/16 by Five Star Professional (FSP) for the time period 2/26/2016 through 08/19/2016. 3411 Chicago-area wealth managers were considered for the award; 725 (21% of candidates) were named 2016 Five Star Wealth Managers.

2015 - This award was issued on 10/1/15 by Five Star Professional (FSP) for the time period 2/4/2015 through 08/3/2015. 5833 Chicago-area wealth managers were considered for the award; 716 (12% of candidates) were named 2015 Five Star Wealth Managers.

2014 - This award was issued on 10/1/14 by Five Star Professional (FSP) for the time period 2/4/2013 through 08/3/2013. 8161 Chicago-area wealth managers were considered for the award; 744 (9% of candidates) were named 2014 Five Star Wealth Managers.

2013 - This award was issued on 10/1/13 by Five Star Professional (FSP) for the time period 2/4/2012 through 08/3/2012. 3998 Chicago-area wealth managers were considered for the award; 772 (19% of candidates) were named 2013 Five Star Wealth Managers.

2012 - This award was issued on 10/1/12 by Five Star Professional (FSP) for the time period 2/4/2011 through 08/3/2011. 2970 Chicago-area wealth managers were considered for the award; 780 (26% of candidates) were named 2012 Five Star Wealth Managers.