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David J. Millington, CFP®, CEPA®

David J. Millington, CFP®, CEPA®

President

Meet with David
Christopher John Sagan, CFP®, AWMA®

Christopher John Sagan, CFP®, AWMA®

Wealth Advisor

Meet with Chris
Alexander W. Klaas, MS

Alexander W. Klaas, MS

Wealth Advisor

Meet with Alexander
Lisa Millington

Lisa Millington

Corporate Business Development

Meet with Lisa
Steven Connolly, CFP®

Steven Connolly, CFP®

CIO

Steven.connolly@puzzlewealth. com

630-425-5953

Robert A. Davit, CIMA®

Robert A. Davit, CIMA®

Managing Director

Bob.davit@puzzlewealth.com

630-425-5954

Karoline O’Connor

Karoline O’Connor

Executive Director and CSO

Karoline.oconnor@puzzlewealth.com 630-425-5955

John E. Klaas, Jr.

John E. Klaas, Jr.

CEO & Founder

John.klaas@puzzlewealth.com

630-425-5951