Team

Alan Nastali, CPA/PFS, CFP®

Registered Representative | Investment Adviser Representative | President

(630) 960-1368

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,...

Jack Gleason

Client Service Associate

630-960-1368 ext 6

jgleason@nastali.com

Jack Gleason is a recent graduate from the University of Dayton, where he earned his Bachelor of Science in Finance with a minor in Business Analytics. Now working at Nastali Financial Services, Ltd., he is gaining direct exposure to...

Jennifer Hall

Client Service Associate

630-960-1368 ext 5

jhall@nastali.com

Jennifer Hall is a seasoned Client Service Associate with more than 30 years of experience in operations, marketing, and client service across the real estate, financial services, and small business sectors. She is passionate about...

Laura Sharkey

Client 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...

Roseanne Taylor

Client Service Associate

630-960-1368 ext 3

rtaylor@nastali.com

Born and raised in Lombard, Illinois, Roseann comes from a large family of eight siblings. Over the years, Sunday dinners have remained a cherished tradition—once just a family gathering, they now bring together more than 50 people as...