WILLIAM E. THONN

NOEMI CRUZ

MIA ERICKSON

BRIAN HENDERSON

CRAIG S. JANUS

WAYNE M. JANUS

MICHAEL A. LOIZZI

DAVID R.
PECKENPAUGH

ROBERT E.
PECKENPAUGH

MARY KAY RYAN

CHRISTINE J. SIBRAVA

JEAN VAN KEPPEL

BARBARA A. WHITING

NOEMI CRUZ Advisor

Noemi Cruz has over ten years experience in the financial services industry, specializing in financial planning for physicians, corporate executives, and business owners. She is knowledgeable in all areas of financial planning with an expertise in retirement, cash flow, Monte Carlo analysis, education, business succession, risk management, charitable, and estate planning. Noemi enjoys preparing financial plans and focuses on providing the best solutions to a client.   

Before joining Whitnell, Ms. Cruz was a Planning Analyst at Morgan Stanley Smith Barney working with affluent individuals with a minimum net worth of $10 million. She also worked at First American Bank providing financial planning and trust services to ultra high net worth clients. In addition, Ms. Cruz spent several years at a local Registered Investment Advisory firm in Chicago as Manager of Financial Planning.

Ms. Cruz received her Bachelor of Science degree in Management and Business Administration with a minor in Finance from DePaul University. She is currently a member of the Financial Planning Association. Ms. Cruz is fluent in Spanish and is a native of Chicago.