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Our Team

GEM Advisors provides personalized financial planning services tailored to the individualized needs of our clients. Along with our advisors, we have Michelle Hagman, our Client Relationship Manager, and Lisa Coconate, our LPL Registered Administrative Assistant, who are responsible for the daily account administration and client maintenance. Our client service duo manages account set-up, money movements, maintenance and the reporting needs of our clients. They are dedicated to ensuring you receive high quality, personalized service for your needs. We also have Dan Milanak who serves as our Vice President of Technology and Operations.

SUSAN REICHERT MILANAK, CFP®

President and Fonder

847-680-3082

susan@gemadvisors.com

Susan Reichert Milanak is a CERTIFIED FINANCIAL PLANNER™ Professional and President of GEM Financial Advisors. Ms. Milanak has a BA in Economics from DePauw University and an MBA in Finance from the Harvard Graduate School of...

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GREGORY A. WORCESTER, CFP®

Financial Advisor

847-680-3082

greg@gemadvisors.com

Mr. Gregory A. Worcester is an Investment Advisor Representative and CERTIFIED FINANCIAL PLANNERTM (CFP®) with GEM Financial Advisors, Inc. in Lake Forest, Illinois.Greg has been working with the goal of helping his clients create,...

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