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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

847-680-3082

[email protected]

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

[email protected]

Mr. Gregory A. Worcester is an Investment Advisor Representative and a Certified Financial Planner™ Professional with GEM Financial Advisors, Inc. in Lake Forest, Illinois. Greg has been working with the goal of helping his...

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Daniel Milanak

Vice President of Operations

847-680-3082

[email protected]

Dan Milanak serves as Vice President of Operations with GEM Financial Advisors, Inc. in Lake Forest, Illinois. Prior to joining GEM, Dan served as Director of Global Supply Chain for JBT Corporation (formerly FMC Technologies, formerly...

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Michelle Hagman

Client Relationship Manager

847-680-3082

[email protected]

Michelle is the Client Relationship Manager and has been with the firm since 2012. She strives to provide an exceptional service experience to the team and the clients she serves. Michelle is primarily responsible for account...

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Lisa Coconate

LPL Registered Administrative Associate

847-680-3082

[email protected]

Lisa Coconate has been part of GEM Financial Advisors team since 2014. She strives to provide exceptional client service to the financial advisors and clients she serves. Lisa is responsible for processing all client applications and...

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