Testimonial 2

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Lou Gantz, CPA
Senior Tax Advisor

Bio coming soon!

Maritza Cadena
Client Relationship Manager

Maritza comes from an extensive background in Employee Benefits Administration, with several years working with Retirees. She specializes in Account Management, Operations and Compliance Management, with a passion for providing exceptional customer service our clients value and deserve. As our Client Relationship Manager, Maritza cares for our clients by ensuring their questions, concerns, and account updates are handled in a timely manner.

Hamilton Morales, NSSA
Social Security Advisor

Hamilton has been in the financial services industry since 2001 both as a wholesaler and producer. He currently holds the NSSA (National Social Security Advisor) designation. Hamilton’s experience and background include guest speaking on radio shows where he discusses Social Security issues and concerns, speaking at public seminars about Social Security.

Hamilton is an employee of Financial Independence Group

David McKnight
Tax-Free Income Specialist

David McKnight graduated from Brigham Young University with honors in 1997. For the last 17 years, he has helped hundreds of clients pursue a tax-free retirement. David is a sought-after author, speaker and innovator.

Donald Dee
Director of Precious Metals

Donald has worked exclusively in the rare coin and tangible asset markets since graduating from the University of Massachusetts. Working with financial professionals, estate planning attorneys and nonprofit organizations since 1981, Don has been a frequent and popular guest speaker discussing tangible asset investments on numerous radio and television shows in both the United States and Canada. A published author and contributor to Life Insurance Selling Magazine, Don has also opened markets for the placement of investment quality numismatic and precious metals portfolios in the United States, Canada and Saudi Arabia. Don is a frequent invited guest speaker at numerous financial educational forums.

Mark Perkins
Principal Attorney

Mark Perkins assists MLN Retirement Planning in the areas of estate planning and business succession planning. He has extensive advanced training as an estate planning counselor and therefore uses the most sophisticated techniques in the estate planning field. These techniques include living trusts, dynasty trusts, living wills, power of attorney documents, irrevocable life insurance trusts, charitable remainder trusts, minor trusts, qualified personal residence trusts, family limited partnerships and family foundations.

Mark Diorio
CFA, Portfolio Design/Open Architecture Design

Mark leads the firm’s investment policy framework and portfolio construction methodology. He oversees the portfolio strategy team that provides recommendations on strategic and tactical portfolio design. Mark directs research on external managers and develops internal strategies.

Brenden Barkate
Insurance Analyst

Brenden has become one of the most preeminent case design consultants in the country. In 2015, he was recognized nationally as one of LifeHealthPro’s “30 Under 30” with his expertise within the life insurance and long-term care industry. Brenden sits atop several carrier product panels and continues to help insurance companies develop products and solutions for the future.

Kristy Niemczyk
Licensed Financial Professional

Kristy handles client requests, preparation for our client reviews, new accounts and outstanding client requests to make sure they are taken care of in a timely matter. She also assists with the day-to-day operations in our administrative office.

Michael Niemczyk
Director of Investments & Planning

Michael Niemczyk, IAR, CIS, Director of Investments & Planning of MLN Wealth & Tax Planning, Inc., has over two decades of experience in the financial industry. He holds the Certified Income Specialist (CIS) professional designation and is a Registered Investment Advisor (RIA) in Illinois and Wisconsin. He has hand-selected a team of professionals to design, implement, and manage retirement plans for individuals, families and corporations. He is the author of the book, “Will You Run Out of Money Before You Run Out of Life?™” (released July 2019). Michael has been broadcast as a financial professional on radio stations: 1220 WKRS, 1050 WLIP, 780 WBBM and 720 WGN and has been featured in Financial Advisor Magazine, the Northwestern University School of Journalism, The New Retirement Magazine, and Wall Street Select. Michael frequently teaches financial education classes for a non-profit educational speakers bureau at colleges throughout Illinois and Wisconsin, as well as holds many financial seminars for various charities, such as the American Cancer Society, Alzheimer’s Association and other non-profits. Through his work with various advisory boards, he has been responsible for training over 2000 advisors during his career.

He is a member of the Institute of Business and Finance (IBF) and the Better Business Bureau with an A+ rating. A Lake County resident for more than 40 years, Michael and his wife, Leah, have two children, Mikey and Ella. Mike enjoys cooking and entertaining with family and friends, boating, traveling, and is an avid Chicago Cubs and Bears fan.

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