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Meet Our Wealth Management Team
Ronald F. Tuite,
CTFA, MBA
Senior Vice President
Office: 630.425.5882
Cell: 630.360.0919
RTuite@BankFinancial.com
Bio
Over 30 years of experience working within the Wealth Management Industry
BS and MBA focused in Business Administration, Elmhurst College
Certified Trust Financial Advisor
Licensed in Health and Life Insurance (Illinois)
Stephanie McDonald,
CTFA
Senior Vice President
Office: 630.425.5870
SMcDonald@BankFinancial.com
Bio
Over 30 years of experience in wealth management, trust administration, and asset management.
Bachelor’s degree, University of Illinois at Chicago
Certified Trust Financial Advisor
Certified in Investments and Securities
Daniel N. Wlodek
Vice President
Office: 630.425.5876
Cell: 847.757.8336
DWlodek@BankFinancial.com
Bio
Over 30 years of experience in banking, asset management and trust administration
BS, Elmhurst College
Graduate, American Bankers Association National Trust School
Vince Bailey
Wealth Advisor
Office: 630.425.5867
Cell: 630.347.7429
VBailey@BankFinancial.com
Bio
19 years of experience providing clients financial solutions, investment advice, and wealth transfer and succession planning
Bachelor's degree, Southern Illinois University
FINRA Series 7, 66 and 24
Life and Health Insurance Licenses (Illinois, Indiana, Florida)
Amber Holeck
Senior Trust Administrator
Office: 630.425.5671
AHoleck@BankFinancial.com
Bio
Over 10 years of experience in the wealth management industry
BA, North Central College
Sean Charnas
Trust Administrator
Office: 630.425.5874
SCharnas@BankFinancial.com
Bio
Over 10 years of experience in the banking industry
Bachelor’s degree, Western Illinois University
Not FDIC insured / May lose value / Not financial institution guaranteed / Not a bank deposit / Not insured by any federal government agency