About
I created Avista in 2009 to assist individuals, families and small businesses achieve their financial goals, striving to be their financial coach and personal CFO. My extensive experience as an investment professional and advisor enables Avista's clients to make smart financial decisions throughout their lives.
Avista Wealth Management is a byproduct of a lifelong passion for athletics and competition. As a former high school and college athlete, I truly understand the value of trust and teamwork as well as an unwavering commitment to collective success. I prefer to work with clients that have a similar vision for personal and financial prosperity, as relationships born from shared values and common goals builds enduring loyalty and mutual respect.Prior to the creation of Avista, I have served in various investment and advisory roles with HOLT Value Associates, Credit Suisse and Orion Capital Management. I received my Master of Science in finance from DePaul University (1998) and a bachelor’s in marketing/finance from the University of Cincinnati (1991). At UC, I was a three-year letterman at quarterback for the Bearcats.
I created Avista in 2009 to assist individuals, families and small businesses achieve their financial goals, striving to be their financial coach and personal CFO. My extensive experience as an investment professional and advisor enables Avista’s clients to make smart financial decisions throughout their lives.
Avista Wealth Management is a byproduct of my lifelong passion for athletics, competition and investing. As a former high school and college athlete, I truly understand the value of trust and teamwork as well as an unwavering commitment to collective success. I prefer to work with clients that have a similar vision for personal and financial prosperity, as relationships born from shared values and common goals builds enduring loyalty and mutual respect.
Prior to the creation of Avista, I have served in various investment and advisory roles with HOLT Value Associates, Credit Suisse and Orion Capital Management. I received my Master of Science in finance from DePaul University (1998) and a bachelor’s in marketing/finance from the University of Cincinnati (1991). At UC, I was a three-year letterman at quarterback for the Bearcats.
Glenn Farkas
Principal/Owner
Strategic Partners
Thomas is the founding partner at Handler Law LLP. He is an advanced planning attorney focused on the analysis and structuring of sophisticated estate plans and family offices, and handling taxation and business planning issues for business owners, executives, professional athletes, celebrities and family offices.
Alan is the Principal/Owner of Trails Edge Wealth Advisers and has over 30 years of experience in the securities and wealth management business. This includes serving on the institutional side until 2003 and then extensively in private wealth management for the past 20 Years, specializing in alternative investments.
Julia is an insurance broker at Family First Life/Achilles Financial and represents over 15 top-rated carriers. She specializes in asset protection, annuities, IUL, critical illness, disability and long-term care insurance.
Chris is the owner of Bassler & Company, a family owned commercial insurance agency started in the 1940s. The agency specializes in Home, Auto and Umbrella insurance for clients in the Chicagoland area and throughout the Midwest.
Matthew is a partner at Margolis Weldon LLC in Park Ridge, IL. He founded the firm with his partner, Lauren Weldon in 2015. Matthew focuses his practice in the areas of Estate Planning, Asset Protection planning related to long-term care needs and Estate & Trust Administration.
Robin is a licensed, independent health insurance broker with Medicare Solutions Network. She assists individuals navigate the world of Medicare and comparison shop for coverage customized to meet their healthcare needs and budget.
Steven has a 30+ year career as a health insurance broker and is the founder of Health Insurance Mentors and Small Business Insurance Services Inc. He specializes in meeting the health insurance needs of the self-employed and small business owner.