Jim Koliatsis is a successful financial consultant and Managing Partner at KMG Wealth Management with over 20 years of experience in the financial industry. He enjoys helping clients and their families plan for their financial future that goes beyond making investment recommendations. Jim, a Certified Financial Planner™, uses his skill set to partner up with clients to work toward their life goals by taking the time to clearly understand their intimate backgrounds, needs and objectives. He works collaboratively with clients to help develop a financial plan, recommend an appropriate strategy and offer solutions.
The experience of being born and raised in the city of Chicago as a first generation American has shaped his midwestern values of respect, humility and hard work that drives his passion for the business and commitment to his clients. He enjoys the outdoors and traveling with his wife and friends. Jim and his wife, Sophia, have two children, Georgio and Yianni, and reside in the North Shore of Chicago where they enjoy giving back to the community.
Ryan W. McCain is a financial consultant and Managing Partner at KMG Wealth Management who has been advising clients since 2000. Ryan believes the key to a successful financial planning relationship is understanding more about your life than a balance sheet – it’s about understanding your purpose, direction and meaning in your life; defining True Wealth, as what money can’t buy, and what death can’t takeaway.
Ryan first became fascinated with the world of finance at an early age when his Grandparents gifted him shares of the Detroit Edison Utility company. Every Sunday morning, Ryan alongside his father would check the stock listings in the local newspaper to see how his favorite stock was performing. This experience led Ryan to develop a natural curiosity toward financial markets, where he later went on to earn a Bachelor of Science degree in Family Financial Planning from The Ohio State University. He now gets to fulfill his childhood dream by helping others understand how financial markets work, and how they too can invest and plan for their hard-earned money.
Ryan and his wife Kristin live in Lake Forest, IL and have three children, Madison, Jackson and Louise. Ryan is an extremely proud alumnus of his beloved Buckeyes and while his athletic days (or lack thereof) are well behind him, he is now fulfilled through his super fandom in his children’s various activities, namely hockey and lacrosse.
Greg Tong is a Managing Partner at KMG Wealth Management and has been advising clients since 2005 with valuable industry experience gained from both UBS/Paine Webber and LaSalle Financial Services. When working with clients, Greg’s main objectives are to understand each of his clients’ financial goals, unravel the complexities of their wealth, and create a unique and well-thought-out plan that helps meet their specific needs.
He initially joined the financial services industry after growing up in a traditional Asian family where charity towards one’s community was a top priority. Greg grew up watching his father run a successful business, however, what he remembers the most is his father’s dedication to giving back and helping others succeed in accomplishing their goals. Greg embodies this selflessness and strives every day to display his own passion for helping others throughout the financial planning process.
Greg received his bachelor’s degree in Interdisciplinary Studies from Arizona State University and later went on to obtain his Certified Investment Management Analyst (CIMA®) designation from The Booth School of Business at The University of Chicago. Greg enjoys traveling the world and is an avid runner having completed 9 Chicago Marathons and counting.
Dan Riesmeyer has been with KMG Private Wealth since 2010 and has extensive experience in asset management, financial planning, college savings and retirement planning. As a Certified Financial Planner ™ he’s found success in helping families and individuals manage the risks associated with saving, investing and managing their money. Dan seeks to provide professional advice to guide clients on the path to achieve their goals and objectives.
Dan’s interest in the financial markets began when he witnessed loved ones close to him financially impacted by the collapse of Enron. Stunned by the effect this catastrophic event had on a number of investors, Dan became fascinated with the risk management principles of financial planning. Since, Dan has made it his top priority to ensure clients are properly diversified and believes there is nothing more important than building and protecting our clients’ financial independence.
Dan received his Bachelor’s Degree from Miami University with concentrations in Finance and Accounting. Living in downtown Chicago, he and his wife get to enjoy everything the city has to offer and often find themselves enjoying the summer months by the lake. Dan likes staying active with racquet sports such as squash and appreciates the outdoors through fly fishing and hiking throughout the year.
ASSOCIATE PORTFOLIO MANAGER
Mike is an investment specialist at KMG Wealth Management where he helps guide our market outlook and works with the investment team to develop and implement investment strategies. Mike believes that real opportunity lies in establishing an unwavering commitment to the long view and building an investment strategy that is based on a goal-focused, long-term financial planning and low-cost approach. He also meets with clients for investment reviews where he enjoys providing them with financial peace of mind.
At a young age, Mike saw the deep personal impact an effective financial advisor can have on someone’s life. While in High School, Mike would shadow his mother who was a Financial Advisor at Raymond James Financial. During one of their many shadowing sessions, one of her Client’s had recently lost her husband. His mother reassured her that with effective planning, she should be financially secure without completely changing her lifestyle. She eventually helped her organize her affairs and prepare a financial plan and while still grieving, it was good to see her anxiety about the future fade. This memory, and this family’s experience, helped Mike decide that a career in financial planning could be extremely rewarding.
Mike graduated with a bachelor’s degree in Accounting and Finance from Virginia Tech where he was a member of the Football Team’s support staff. He currently holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Chicago.
An avid fan of the Virginia Tech Football team, Mike likes to travel around the country to support the team and watch them play. Outside of work, Mike enjoys traveling internationally and experiencing new cultures, hiking, scuba diving and all things outdoors.
DIRECTOR OF BUSINESS DEVELOPMENT
Maria has a strong background in customer service and marketing. As KMG Wealth Management’s Director of Business Development, she is dedicated to building lasting relationships and delivering an exceptional Standard of Care to our clients.
Maria’s outgoing personality and passion towards helping others is why she excels as the vital link between our firm’s wealth advisors and clients. Maria grew up in Moldova where access to financial planning and setting goals for financial independence were not common. Rather, perseverance was the standard. To her, financial planning shouldn't be a luxury – it should be accessible to everyone.
Maria studied Language Interpretation and Translation at Moldova State University and is fluent in four languages; Romanian, Russian, French and English.
She enjoys reading inspirational books and taking casual walks in the park. A lifelong pursuit of Maria’s is to visit and explore renowned national parks around the world.