810 South Waukegan Road
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, who is responsible for the daily account administration and client maintenance. Michelle manages account set-up, money movements, maintenance and the reporting needs of our clients. GEM is 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 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...
Vice President of Operations
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...
Client Relationship Manager
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...