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Michael E. Leonetti, CFP®, CFS®, AIF®

Michael E. Leonetti, CFP®, CFS®, AIF®

CEO, Founder, Wealth Manager

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.

Mike was named one of the top financial advisors by Bloomberg Wealth Manager in 2004 and 2005. He is listed in Medical Economics as one of the top 150 Financial Advisors for physicians (2007, 2013, 2014, 2015) and was selected for the cover of the magazine in May 2007. He was also listed as one of the top 50 Financial Advisors in the April 2008 issue of Chicago Magazine. In addition, Mike has been recognized as a Five Star Wealth Manager* (2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018). In 2010 and 2011, he was listed in the Dental Practice Report as one of the top advisors for dentists.

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.

Deborah B. Feldman, CFP®

Deborah B. Feldman, CFP®

President, Director of Wealth Management, Wealth Manager

Deborah joined Leonetti & Associates in 1984. As President of the practice, she shares responsibility with the CEO for implementing the practice’s strategic plan. In her role as Director of Wealth Management, she oversees the practice’s financial planning and asset allocation processes.

Deborah is a CERTIFIED FINANCIAL PLANNER™ (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 was named one of the 25 Influential Women in Business by Business Ledger in 2003. She has been recognized as a Five Star Wealth Manager* (2015, 2016, 2017, 2018) and has appeared in Chicago Magazine (2015-2018). She was chosen by Forbes as one of the Top Women Wealth Advisors in 2017, and also made the list of Forbes’ Top Advisors State by State in 2018.

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.

Robin L. Stone, CFP®, MBA

Robin L. Stone, CFP®, MBA

Director of STAR Operations, Wealth Manager

Robin joined Leonetti & Associates in 1999 and is the Director of Operations for our STAR investment management program. She is a CERTIFIED FINANCIAL PLANNER™ (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, 2016, 2017, 2018) and has appeared in Chicago Magazine (2015-2018).

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.

Sherwin M. Lesk, CFP®, J.D., LL.M.

Sherwin M. Lesk, CFP®, J.D., LL.M.

Wealth Manager

Sherwin Lesk is a CERTIFIED FINANCIAL PLANNER™ (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 CaféResearch 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 also consults business owners and their advisors on succession planning and tax reduction strategies.

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).

 
David A. Jutovsky, CPA/PFS, J.D.

David A. Jutovsky, CPA/PFS, J.D.

Wealth Manager

David earned a Bachelor of Science degree in Accounting from the University of Illinois at Urbana-Champaign and his Juris Doctorate degree from the University of Illinois College of Law. He has earned both the Certified Public Accountant (CPA) and the Personal Financial Specialist (PFS) designations from the American Institute of Certified Public Accountants.

David is an investment advisor representative, and successfully passed the Series 63 and 65 examinations. He is a member of the Financial Planning Association, the Chicago Bar Association, the Illinois Certified Public Accountant Society, and the American Institute of Certified Public Accountants.

David joined Leonetti & Associates in July 2004 and has practiced in the financial services industry since 1996. David’s specialties include individual income tax and financial/retirement planning. David has been recognized as a Five Star Wealth Manager* 2016, 2017, 2018.

Craig T. Johnson

Craig T. Johnson

Portfolio Manager

Craig has been a portfolio manager at Leonetti & Associates since 1983. He is responsible for securities research and selection along with the management of privately managed accounts. He is an investment advisor representative.

Craig writes a biweekly financial markets newsletter that is available via email. He graduated from Drake University with a Bachelor of Science degree in Business Administration.

Matt Varner

Matt Varner

Portfolio Manager, Head Trader

Matt joined Leonetti & Associates in 1996. He manages the company’s fixed-income portfolios and oversees trading of the company’s equity portfolio. He writes a weekly newsletter on the fixed income market.

Prior to joining 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, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.

Julie Harrington

Julie Harrington

Portfolio Accountant, Assistant Trader

Julie’s primary position with Leonetti & Associates is Portfolio Accounting. She helps maintain the accuracy of client portfolios, reconciles trades and develops individual portfolio positioning statements. Julie prepares client billing along with Performance Reports. She is also involved in the daily trading activity, in addition to maintaining the practice’s website and supporting digital marketing.

Julie joined Leonetti & Associates in 1999. She graduated from the University of Illinois and has worked in the securities industry since 1981. Prior to joining the Leonetti team, she worked for a securities litigation and consulting firm.

She is an avid outdoor sports enthusiast, and enjoys hiking, biking and skiing. 

 
Melissa A. Lazar, FPQP™, CFS®

Melissa A. Lazar, FPQP™, CFS®

Director of Paraplanning, Family Office Concierge Services

Melissa joined Leonetti & Associates in 1988. She is responsible for overseeing family office special project work. As Director of Paraplanning, she provides research and analysis support to the CEO and President.

She is a Certified Fund Specialist® (CFS®) and a Financial Paraplanner Qualified Professional™.

John O’Brien

John O’Brien

Chief Compliance Officer

John oversees the team’s regulatory compliance program. He assists in the ongoing development and maintenance of policies and procedures to ensure compliance with various advisory industry regulations. John also serves as a resource to senior management and provides analysis of advisory activities and internal policies throughout the practice.     

John joined Leonetti & Associates in 1996, and brings more than 30 years of experience in the financial services industry to this demanding position. He has been a member of the National Society of Compliance Professionals since 1999. John is a graduate of Western Illinois University and has successfully passed the Series 8 and 63 examinations. Prior to joining Leonetti & Associates, John was a Branch Administrative Manager and Operations Manager for Morgan Stanley. 

John is married and has two children in college. He is an automotive racing enthusiast, and enjoys bicycling and water skiing. 

Janet Sirabian

Janet Sirabian

Bookkeeper

Janet has been with Leonetti & Associates since 1997. She is the practice’s vendor liaison, and responsible for daily accounting functions, employee payroll, and accounts payable and receivable.

Prior to joining the practice, Janet was employed by AlliedSignal Automotive Aftermarket for 10 years, and has been the Village Clerk of Buffalo Grove since 1979. 

Janet has two adult children and three grandchildren. She enjoys watching Bears and White Sox games, reading, and playing duplicate bridge.

Debbie Javurek, FPQP™

Debbie Javurek, FPQP™

Director of Client Services

Debbie joined Leonetti & Associates in 2003. She is a Financial Paraplanner Qualified Professional™. As Director of Client Services, she oversees the activities of the client service staff, which provides support for both clients and Leonetti & Associates’ 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.

Patty Gonzalez

Patty Gonzalez

Client Service Representative

Patty joined Leonetti & Associates in 2007. In her role as a Client Service Representative, she provides support for both clients and the team’s wealth managers by opening new client accounts and servicing accounts on an ongoing basis.

Patty’s previous employment experience has been in the financial and mortgage industries. Patty earned an Associate’s degree in Business from McHenry County College in 2000. She is bilingual, and speaks fluent English and Spanish.

Stephanie Shanders

Stephanie Shanders

Client Service Representative

Stephanie joined Leonetti & Associates in 2017. In her role as a Client Service Representative, she provides support for both clients and Leonetti & Associates’ wealth managers by opening new client accounts and servicing accounts on an ongoing basis. 

Stephanie was previously employed by a large banking institution.

Gail Smoy

Gail Smoy

Administrative Assistant and Receptionist

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 CEO, 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.


*Five Star Wealth Managers Award

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.


Awards & Accolades

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