Experience: Wealth Management since 1997 

Education: Bachelor of Science in Finance, University of Illinois at Urbana-Champaign 

Cris joined the Modern Wealth advisory team when OFM Wealth became Modern Wealth Management in March 2025. She started advising clients at OFM Wealth in 2016 and previously held similar roles at other fiduciary wealth management firms in the Chicago suburbs. Cris is excited to share ideas with her new colleagues and leverage Modern Wealth’s investment, tax planning, and other resources to serve clients. 

Cris was inspired to pursue a career in financial planning after her father’s sudden death over 30 years ago when she helped her mother successfully address the numerous money and investment decisions confronting a surviving spouse. In the years since, she has guided both women and men as they navigate the financial changes encountered during their own experiences with divorce or widowhood. 

Cris’ focus is to help her clients create an organized plan for their personal finances and investments so they may feel more confident about their future and be free to focus more on their careers, families, and other life priorities. She works with her clients to connect their personal intentions with their investment portfolio.  She also helps them assess their retirement readiness and develop strategies for a sustainable retirement income plan. 

As an avid golfer, Cris spends much of her free time during the golf season on the links and is a long-time member of the Chicago Chapter of LPGA Amateur Golf Association. She loves to travel with her golf buddies to top golf destinations and share in their mutual passion for women’s golf, appreciate the beauty of nature, and enjoy the laughs and close friendships developed on and off the course. 

Experience: Wealth Management since 2021 

Education: Bachelor of Business Administration since 2021 

Brendan joined the Modern Wealth team when OFM Wealth became Modern Wealth Management in March 2025. He passed the CFP® exam shortly before that in November 2024 and satisfied the requirements to become a CFP® Professional. He works with clients directly in a second chair capacity and has found client engagement to be particularly rewarding. 

Brendan started his career interning at OFM Wealth prior to joining their team full-time after graduating from the University of Iowa in spring 2021. Primarily, his job functions include assisting the advisors in preparing for client meetings, executing trade orders, and filling in wherever he is needed.  

In his free time, Brendan enjoys watching sports, relaxing with friends and family, and playing golf. He also enjoys heading up to Lake Geneva, Wisconsin in the summer to spend time around the lake, even though he doesn’t enjoy going out on the water. 

As Managing Director of the Orland Park, Illinois office, Sam and his talented team provide access to Modern Wealth’s extensive resources. Those resources support many client-centric services including retirement income management, estate and tax planning direction, and the opportunity to intentionally direct investment dollars in customized solutions. 

Sam is a first-generation CFP® professional. With the substantial help of many wonderful clients and team members, Sam and his wife, Jane, built OFM Wealth, which became Modern Wealth Management in March 2025. 

Sam and Jane support many charities, including Ronald McDonald House Charities of Chicagoland and Northwest Indiana, Mercy Home for Boys and Girls, and the terrific students at Purdue University’s Food Science and Natural Resource/Environmental Science programs. 

Sam enjoys living in downtown Chicago and has a home in Scottsdale, Arizona. Outside of work, Sam spends time exercising, reading, playing golf, and watching Purdue basketball.  

As an advisor with Modern Wealth Management since March 2025, Matthew has been focused on helping clients toward their goals. He strives to deliver high quality service during client reviews, which cover investment management, and planning for income, taxes, and estates. Matthew is excited to bring his experience to clients, guiding them through the process from initial meeting, to planning and implementing. Establishing and fostering long-term relationships with clients brings a rewarding sense of purpose to his work. 

Matthew began his career with OFM Wealth in an intern position. In that time, Matthew learned what it takes to deliver client service focused on each client’s needs and objectives. Matthew studied finance, graduated, and moved back to his hometown of Champaign Illinois, where he obtained the CFP® credential and held the position of financial planning specialist at a regional bank. In 2022, he re-joined the OFM team as a wealth manager and has enjoyed collaborating with the team and building relationships with clients as their trusted advisor. OFM Wealth then became Modern Wealth’s Orland Park, Illinois office in March 2025. 

Matthew and his family live in the Chicago suburbs and enjoy spending time together as the family grows with several nephews and a niece. Matthew enjoys staying active and playing basketball or golfing with friends. 

Erica serves as a liaison between custodians, advisors, CPAs, and attorneys on behalf of the firm’s clients. She joined Modern Wealth when OFM Wealth became Modern Wealth Management in March 2025. Her responsibilities include client onboarding, establishing new accounts, account transfers, cash deposits/withdrawals, and Required Minimum Distributions.  

Erica can manage anything that comes her way. She is excellent at prioritizing and keeping the advisors up to date on client matters. Erica is very compassionate and genuinely enjoys helping others. Clients know that they can count on her to get things done on their behalf. She has built relationships that will last a lifetime. Erica is excited to utilize Modern Wealth’s resources to provide even greater service to clients.  

Erica has over 28 years of experience in the investment field and wealth management. Before joining OFM Wealth, she held similar roles with other investment firms. 

Erica loves to travel and stays fit by working out, hiking, camping, dancing, and horseback riding.