With over 25 years of experience across institutional and retail financial services, Oliver brings a seasoned perspective to wealth management. His background includes leadership roles as a producing advisor and branch sales manager, as well as international work with sovereign entities, corporations, and private clients. This diverse experience allows him to deliver strategic, yet practical financial solutions tailored to each client’s goals. 

In addition to his professional achievements, Oliver is an experienced outdoorsman who has summited Tanzania’s Mount Kilimanjaro twice. He brings the same level of commitment and persistence to his clients as he does to his athletic pursuits.  Oliver has received the Ameriprise Financial Outstanding Leader Award (2006) and has been featured in Bloomberg Magazine (April 2024) as a 5 Star Wealth Manager. Clients value Oliver for his straightforward, no-nonsense and empathetic approach. He’s known for breaking down complex financial concepts into clear, actionable advice—always with the client’s best interest at heart.

A native New Yorker and graduate of Denison University (’93), Oliver has called Chicago and its North Shore home since 2005, where he lives with his wife and two daughters. Outside the office, he enjoys playing pickleball, cooking, gardening and enthusiastically cheering on his daughters at their sporting events.

In her role as a Sr. Financial Planning Consultant at LPL Financial, Jen supports Financial Advocates where she assists in developing and executing comprehensive financial plans. As a member of the LPL Financial Planning Group, Jen partners with advisors to deliver financial planning support by providing detailed data analysis and cultivating planning strategies to help advisors assist clients in pursuing their financial goals. LPL’s Financial Planning Group is not affiliated with Northwest Financial Group, LLC.

Jen’s financial services career began in 2019 where she served various roles in financial planning prior to joining LPL Financial in 2025. She has worked as a financial planner working closely with advisors developing, presenting, and implementing their client’s financial plans. Jen received her Bachelor of Science in Corporate Finance from Salisbury University and is a CFP® practitioner. She also holds a Series 66 and Series 7 license.

Gena Evans a Client Care Specialist with a passion for helping others, building strong relationships, and providing excellent service. She enjoys learning and building knowledge so that people can depend on her and know that the job is well done.

She graduated from Sam Houston State University with a bachelor’s degree in education. She spent nine years as a dedicated teacher before taking a leap of faith to pursue a new career in the financial industry in 2023. She has been thriving in this new chapter and enjoys the opportunity to make meaningful impacts each day.

As a Client Care Specialist , she believes that being experienced, dependable and approachable are essential to providing exceptional client care. Her goal is to continue expanding her skills and becoming increasingly well versed in the financial industry, so she can support clients and advisors with excellence and provide a positive, reliable experience in every interaction.

In her free time, Gena enjoys spending quality time with her family and traveling together to make new memories. She loves to hang out with friends and going out to try new restaurants and explore different places. Gena and her husband, Cody, have recently purchased a home with renovation potential. They have been enjoying renovating and refreshing each space to make it perfect for their family.