A former Cetera husband-and-wife advisor team with $100 million in client assets has joined LaSalle St. in Elmhurst, Ill., according to a news release today.
Roger and Rebecca Hannan are both certified public accountants, and their Libertyville, Ill.-based practice specializes in financial planning, asset management, wealth management and tax planning for pre-retirees and retirees.
According to their BrokerCheck profiles, the couple had been with Cetera Financial Specialists and Cetera Investment Advisers for about 18 months. Prior to that, they were with American Portfolios Advisors in Holbrook, N.Y. The news release said they will operate their wealth management business under the LaSalle St. brands and continue to operate their tax consulting company as Hannan & Associates LLC.
Rebecca Hannan said LaSalle St. represents a new chapter for the couple's wealth management business. “As we searched the landscape for a new partner firm, LaSalle St. stood out for the way it balances sophistication and scale with a hands-on, can-do approach to accommodating the needs of our clients,” she said in a statement.
Mark Contey, LaSalle St.'s chief business development officer, said the Hannans have built a thriving practice, and with the help of LaSalle St., will continue to strengthen the top-notch service they offer to clients. “Moving forward on our platform, these two advisors will have access to resources, technology and platforms that will enable them to operate even more efficiently and spend more time guiding clients towards fulfilling their financial and life goals,” he said in a prepared statement.
LaSalle St. comprises LaSalle St. Securities, an independent broker-dealer; LaSalle St. Investment Advisors, a SEC-registered investment advisor; and LaSalle St. Insurance Services, a provider of annuity and insurance products. The firm is registered in all 50 states, supports more than 300 financial advisors and has more than $12 billion in total client assets.