Our Team

Our Team

Katherine J. Morris, CFP®

(630) 457-1300 x. 102

      

Katie Morris is a CERTIFIED FINANCIAL PLANNER professional and co-founder of Veritrust Wealth Management.  An 11-year industry veteran, Katie graduated with honors from Illinois Wesleyan University, earning a B.A. in Economics.  Katie works extensively with busy professionals and their families throughout the Chicago area.  As a working mother of three young chidren, Katie takes great pride in knowing she is helping provide for her family while teaching her children the values of hard work and dedication to excellence.  Katie understands that her true value as her clients' financial advisor is not just about the planning.  It's not just about the investments.  It's about the relationship built with her clients based on a foundation of total trust and respect, giving them more time to enjoy their lives knowing their financial affairs are being effectively managed.

Katie lives in Wheaton with her husband and three children.  Her 6 1/2, 4, and 10-month-old keep her on her toes and for fun she enjoys downhill skiing, early morning runs with her dog,  playing with her kids, and generally tries to spend as much time outdoors as possible.

Jim Snider

630-457-1300 x. 101

     

Jim Snider is a life-long resident of the Chicago area.  A 1972 graduate of Northern Illinois University, he received a B.S. in Finance and later earned an M.A. in Business Adminstration from Governors State University.

Jim had been self-employed since 1979 as a general business consultant and systems analyst.  In 1999 he transitioned to the tax and investment industry, where he continues to work today.

In Jim's professional practice he emphasizes the importance of considering the near-term and long-term tax consequences of investment and portfolio management.  He hopes this  emphasis has a positive impact for both his individual and business clients. 

Jim lives in Warrenville and has three grown children and five grandchildren.  He spends summer weekends at his 'vacation residence' in Wisconsin, where he is actively involved with the community and local business chamber.

Rich Bentel

630-457-1300 x. 103

Rich began his career in the banking industry where his passion for helping people with their financial questions was born.  He then joined a national investment firm where for fifteen years he provided excellent service to his loyal client base by emphasizing diversification and rebalancing.
 
Over the course of his career Rich has been involved in community organizations that focus on the service and assistance of senior citizens.
 
Rich lives in Aurora with his wife, Kim, and their four active children.  In addition to following the childrens' activities, he is an avid baseball fan and tries to sneak in a round of golf when possible.
 
Rich graduated in 1988 from Columbia College with a Bachelor of Arts in Radio Broadcasting.
 

Jennifer Odin Cavalier, MBA, CRPC

(630) 457-1300 x. 104

Since 2007, Jennifer has served individuals, families and entrepreneurs in the areas of wealth management, retirement planning, estate planning, college funding and business succession strategies. People choose to work with Jennifer because of her empathy, integrity and guidance. What this means is she invests the time to understand her clients' individual situations, educate and then prepare them for the financial issues they will inevitably face.

The real benefit for her clients is the peace of mind, confidence and clarity in knowing the work she has done will help protect and preserve their lifestyle, assets and most importantly their families and valued relationships.

Jennifer holds a Bachelor's Degree in Accounting and a Master of Business Administration from Benedictine University in Lisle, Illinois. Jennifer also holds the designation of Chartered Retirement Planning Counselor from the College for Financial Planning in Greenwood Village, CO. In her spare time, Jennifer enjoys golf, gardening, spending time with family and friends and being an active member of the Exchange Club of Naperville. Jennifer and her husband Bill reside in Montgomery, IL.
 

Dan Milinko

(630) 457-1300 x. 105

Dan started his career in financial services in 2011 with a large national firm.  His journey in the working world until then was focused on engineering and water resources, where he worked as a project manager.  Dan earned his B.S. in Biology and Environmental Science from Central Michigan University in 1998.  In 2005, he finished his Masters in Project Management at Keller Graduate School in Chicago, Illinois.

Dan understands that clients not only invest their assets with a financial advisor, they also invest their trust.  Dan places a very high value on this trust and he thoroughly enjoys developing long-term plans related to the financially significant events in the lives of individuals, families and businesses. The satisfaction of providing guidance and peace of mind to clients is very rewarding for Dan.

Dan lives in Wheaton with his wife and two sons.  He is an active member with the Western Dupage Chamber of Commerce as well as his church in Glen Ellyn. In his free time, Dan enjoys running, playing with his sons, and following sports.

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