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Our Team

Committed to our clients best financial life

Committed to our clients best financial life

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We are committed to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Alan Nastali, CPA/PFS, CFP®

Registered Representative | Investment Adviser Representative | President

(630) 960-1368

(630) 960-1368

contactus@nastali.com

My Areas of Focus Investments Mutual Funds, Stocks and Bonds, Fee-Based Asset Management Services Retirement Planning IRAs, 401(k) Plans, Pension/Profit Sharing Plans Insurance Fixed and Variable Life Insurance, Disability Insurance,...

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Laura Sharkey

Sr. Customer Service Associate

(630) 960-1368 ext 2

(630) 960-1368

lsharkey@nastali.com

Laura Sharkey has been on the team since 2012, she started as a client of Alan’s and the rest is history. With experience in restaurant and healthcare management, she brings strong customer service and attention to detail to the...

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Patricia Ogden

Customer Service Associate

(630) 960-1368 ext 6

(630) 960-1368

pogden@nastali.com

Trish came to Nastali Financial services in late 2019. She has a background of more than 10 years in customer service, including experience in property, casualty and life insurance. She enjoys connecting with clients and helping them...

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Ka Fung

Registered Admin

(630) 960-1368 ext 5

(630) 960-1368

kfung@nastali.com

Ka joined the Nastali Financial Services team in 2022. Her background in retail banking has lead her to realize her passion in finance and future planning. She loves connecting with clients and making them feel heard - what's important...

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Clients - we know your time is valuable, that is why we want to help you get the answers you need as quickly as possible. If you are already working with a team member, please reach out to them directly. 

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