Andrew joined Freund and Smith Advisors in 2022 with 10 years of experience most recently at J.P. Morgan Asset Management as a Client Advisor. He is a graduate of Loyola Academy and earned a bachelor’s degree from DePaul University with a major in Business Administration and a minor in Marketing.  Andrew has also earned his Certified Investment Management Analyst® (CIMA®). 

As Director of Investments, Andrew focuses on the development of investment strategy, the implementation of asset allocation and the integration of our clients’ portfolios with their overall financial plans. He is responsible for diligently monitoring and managing the investments our clients hold.  

Andrew lives in Des Plaines with his wife Crystal and 3 boys- Elijah, Joshua, and Joseph. He is an active member of his local church and is always looking to give back to the community. Andrew enjoys playing golf and coaching soccer. He is a long-suffering fan and season ticket holder of the Chicago Bears. 

Jenn joined the team in 2019 after working in the financial services industry since 2012. She will make sure that you receive a top of the line client experience with our office. She provides day-to-day management and assists clients with both their insurance and investments needs. Jenn holds the FINRA Series 7, 6, 63 and is fully licensed in life, health and disability insurance. She has a degree in Sociology from University of Illinois at Chicago and a Masters in Administration and Leadership from Central Michigan University.

Jenn lives in Grayslake with her husband and their two dogs, Duke & Rocky. She enjoys volunteering with Make-A-Wish foundation as well as with Chicagoland Lab Rescue fostering dogs. She is an avid hiker, traveler and Chicago sports fan.

Lisa started at Northwestern Mutual in 2011 and joined our team in 2014. As the Director of Risk (Insurance) Operations, Lisa keeps the insurance side of the office running smoothly from applications through approval and assists clients with their insurance service needs. She is fully licensed in life, health and long term care.

Lisa grew up in the northern suburbs and graduated from DePaul University. After teaching middle school for several years, she transitioned to being a stay-at-home mom and raising her children, before joining Northwestern Mutual.

Lisa loves spending time with her husband and adult twin boys of whom she is immensely proud! She also enjoys singing duets with her husband in their band.

Becky joined Northwestern Mutual in 2018 as Director of Client Relations and Marketing. Becky manages our marketing efforts and oversees client relations.

Becky grew up in Evanston and graduated from Indiana University in Bloomington. Before joining Northwestern Mutual, Becky worked in the financial industry for several years, then transitioned to working from home for an independent marketing/public relations firm while also raising her two children.

Becky lives in Glenview with her husband and teenage son and daughter. She enjoys movies, traveling and spending time with family and friends.

Marcus joined Freund & Smith Advisors in January 2024 after completing his Bachelor’s degree in finance from University of Dayton. As Investment Operations Associate, Marcus works hand in hand with the Director of Investments making sure clients are receiving top-of-the-line service for their investment needs.

Marcus lives in Chicago with his parents and older sister and attended Loyola Academy in Wilmette for high school. He is a die-hard Chicago Bears fan, loves animals (especially dogs) and enjoys spending time with his family and friends.