Our Team

Allison D. Meers, CFP®, is not just a financial advisor, but a trusted partner in her clients' financial journeys. Originally from Florida, Allison's career path in finance began at the University of Georgia where she earned her BS in Finance.  From there, she worked in Atlanta before ultimately moving to Chicago to pursue a career in private wealth management. 

For Allison, finance isn't just about numbers - it's about people. Her passion for the field stems from a desire to make a tangible difference in people's lives. "I wanted to feel like I could have a direct impact on the client," she says, explaining how her role allows her to blend her sharp analytical skills with her natural inclination to help others.

When she's not crafting financial strategies, Allison is a whirlwind of activity. As a married mother of three young children- including a set of twins - she's mastered the art of juggling. You might find her cheering from the sidelines at her kids' sports events, enjoying a yoga or tennis class, watching her favorite football teams or simply enjoying time with family and friends.

Allison's commitment to community shines through in her involvement with the PTA at Abraham Lincoln Elementary School and other local charities. Her professional affiliations with FPA, NAPFA, and the CFP Society keep her at the forefront of financial planning trends and best practices.

With Allison, you're not just getting expert financial advice - you're gaining a dedicated ally who understands that true wealth is measured not just in dollars, but in peace of mind and quality of life.

Hobbies: Yoga, tennis and spending time with loved ones.

Bucket List Item: Travel the world!

Local Favorites: Fire and Wine, Marche, and Drip Yoga

Kirk's journey to starting the firm is a testament to his lifelong passion for numbers and helping others. Kirk's path led him from a feedlot in Nebraska to the bustling world of finance. The area where Kirk grew up and formed his values and work ethic is the source of the firm’s name.

After earning his Business Administration degree from the University of Nebraska, Kirk embarked on a career that would see him accumulate an impressive array of credentials - CFP®, CFA, and FSA. But it wasn't just about the letters after his name. Kirk's true calling emerged when he realized he could use his financial expertise to make a real difference in individuals' lives.

You might find Kirk in some unexpected places when he's not crafting detailed financial plans or uncovering hidden opportunities for his clients. He's often spotted cycling through Waterfall Glen, hiking locally in Fullersburg Woods or the mountains of Colorado, or even making his own sausage.

Kirk's commitment to enhancing lives extends beyond his professional sphere. He is an active member of the Western Springs Business Association and a staunch supporter of local charities like Community Assisted Rides (CARS) and The Legacy Guild. His dedication to holistic well-being is evident in his passion for exercise, inspired by longevity expert Peter Attia's work on extending not just lifespan, but "healthspan."

Kirk is a family man at heart. He has been married to his lovely bride, Meg, for over 30 years. With three grown children spread across the country, he cherishes the spontaneity of being empty nesters and traveling with Meg.

At the core of Kirk's work is a simple yet powerful foundation: to give clients the information they need and demonstrate the financial impact of their decisions so they can be confident in their financial future.

Hobbies: Biking, travel, and hiking.

Bucket List Item: Driving on the Autobahn

Local Favorites: Hillgrove Tap, Waterfall Glen Trail

Bre Robinson's path to becoming the Client Service and Operations Manager at our firm was paved by her lifelong passion for numbers and finances. Growing up, her grandfather instilled in her the importance of saving money - a mantra that still guides Bre's financial wisdom today.

After earning her Bachelor's in Accounting from Miami University, Bre went on to get her MBA from DePaul. It was during her graduate studies that she discovered her true calling - helping others achieve financial freedom and success. Now, with over 30 years of experience in the industry and an FPQP credential under her belt, Bre is an indispensable asset to our team.

Family is at the heart of everything Bre does. She met her husband in college, and together, they've built a wonderful life in La Grange, IL. When she's not at work, you can find Bre either reading a book on her yoga mat, cheering on her three teenagers, or taking her Havanese, Frank, for a walk. Bre also makes time to give back, supporting local charities close to her heart.

With her infectious enthusiasm, diligent work ethic, and genuine passion for enriching the lives of our clients, Bre is the epitome of our firm's values. We're lucky to have her on our team.

Hobbies: Hot Yoga & Reading

Bucket List Item: Traveling to Italy

Local Favorites: Luccas in La Grange, Yoga by Degrees