Danielle N. Taylor has been with the firm since 1998, shortly after completing her bachelor’s degree at North Central College in Naperville, Illinois. As the Director of Client Relations, she oversees client communication, account set-up and asset transfers. She represents the firm at client meetings, conferences and seminars. As a member of the investment committee, Danielle prepares investment proposals, examines strategies and provides implementation of agreed investment decisions. She also serves as the firm’s compliance officer.

A registered investment advisor since 2001, Danielle was elected to the Board of Directors in 2004 and saw her name added to the firm title in January 2005. She received her J.D. in May 2002 from Northern Illinois University College of Law and is a member of the Illinois Bar. She was awarded the Hartman E. Stime Scholarship from the DuPage County Bar Association after the completion of her first year of law school.

William G. Yocius, Jr. Bill joined the firm in 2007 from UBS Financial Services. His primary area of focus included retirement planning, cash management, and municipal finance. Prior to UBS, Bill enjoyed a twenty-five year career in information technology, consulting sales, and public service.

In his home community, Bill is the Treasurer for the Fox River Grove Fire Protection District Board.  From 1993-1997, Bill served as Village President (Mayor) of Fox River Grove, where in 1995, he demonstrated his abilities in leadership and crisis management during a school bus/commuter train crash that generated international attention. He continues to lobby on behalf of railroad safety.

Bill earned his Bachelor’s of Science in Management from Illinois State University and his MBA from Loyola University, Chicago, in 1986. Bill is a registered investment advisor.