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John C. Passananti, CLU

Founder and Senior Managing Partner
LinkedIn
CA Insurance License Number: 0E63025
  • 30+ years of industry experience.
  • Attended Western Illinois University on a football scholarship; a two-time All American Offensive Guard and was drafted by the Minnesota Vikings.
  • Holds FINRA series 6, 7, 22, 24, 53, 62, 63, and 65.
  • Past Member of JDRF (diabetes research) of Chicago and a past Board Member of The Mulliganeers (Giving Kids a Second Chance), Board Member of the Chicagoland Sports Hall of Fame, past President of The Society of Financial Services Professionals, and involved in The Braid Foundation (Teaching Kids to Lead).
  • John and his wife Mary, reside in Western Springs, IL and have two children, Michael and Jenna.

Charles L. Boyd, JD

Senior Managing Partner
LinkedIn
  • 5+ years of industry experience since law school.
  • JD from Northwestern University School of Law (2006); BBA from University of Michigan Business School (2002).
  • Holds FINRA series 7 and 66.
  • Past Board Member and Vice President of Chapter Development for the Greater Chicago Society of Financial Services Professionals and past Board Member of the Provena Mercy Medical Center Foundation in Aurora, IL .
  • Charlie and his wife, Maggie, reside in River Forest and have three children.

James A. Schlesinger, CFP®, CLU, ChFC

Senior Managing Partner
LinkedIn
CA Insurance License Number: 0C80250
  • 35+ years of industry experience.
  • Graduated from the University of Illinois (1970) with a degree in Psychology.
  • Holds FINRA series 24, 53, 63, and 65.
  • Board Member of the Zacharias Sexual Abuse Center, Board Member of The Society of Financial Services Professionals, and President of The Chicago Branch Dollars for Scholars Chapter.
  • Jim and his wife, Jill, reside in Northbrook, IL and have two children, Todd and Jodi.  They have four grandchildren, Keily, Isaac, Jessie, and Dylan.

 

CFP®, CERTIFIED FINANCIAL PLANNER™ professional, and CFP(with flame logo)®  are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

BJ Karman

Managing Partner
LinkedIn
CA Insurance License Number: 0C82265

 

  • 24+ years of industry experience; Vice President of Karman and Associates, LTD since 1990. (Karman and Associates, LTD is not owned or operated by AXA Advisors or its affiliates.)
  • Member of the National Association of Insurance and Financial Advisors since 1988.
  • BA from Southern Illinois University in Psychology (1987).
  • Holds FINRA series 6, 7, 63, and 65.
  • BJ and his wife, Laura, reside in Mount Prospect, IL and have four children and two grandchildren.

CA Insurance License #0C82265.

 

Pierre E. Pajak, CFP®, ChFC, CLU

Managing Partner
LinkedIn
  • 18+ years of industry experience.
  • Graduated from DePaul University.
  • Holds FINRA series 7, 24, 53, 63, and 65.
  • Pierre, and his wife, and two sons reside in the western suburbs of Chicago.

 

CFP®, CERTIFIED FINANCIAL PLANNER™ professional, and CFP(with flame logo)®  are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

R. Jason Armstrong

Managing Partner
LinkedIn
CA Insurance License Number: 0F65480
  • 16+ years of experience as both a branch office manager and a financial consultant.
  • B.A. in Economics from University of Michigan.
  • Holds FINRA series 7, 52, 63, and 65.
  • Member of the Letterwinners “M” Club and the University of Michigan Victors Club.
  • Jason resides in Crown Point, IN with his wife, Colleen and their son, Jackson.

Brian H. Ashe, CLU

Partner
LinkedIn
CA Insurance License Number: 0B59721
  • 35+ years of industry experience.
  • Continuing contributor to Advisor Today magazine.
  • Graduated from the University of Illinois.
  • Holds FINRA series 6, 22, and 63.
  • Active leader in the industry, having served as President, Chairman or Treasurer of the Million Dollar Round Table (35,000 members), Chicago Chapter of the Society of Financial Professionals, Life and Health Insurance Foundation for Education, DuPage County Associatation of Insurance and Financial Advisors (Law and Regulation Chair).
  • Brian is the father of four children and resides in Naperville, IL.

David R. Kallman, CLU, ChFC

Partner
LinkedIn
CA Insurance License Number: 0B81032
  • 39+ years of industry experience.
  • Graduated from the University of Illinois with a degree in Finance (1973).
  • Holds FINRA series 6, 7, 63 and 65.
  • Active in the Evans Scholars Alumni Association and Director of the Western Golf Association.
  • Lives in Palatine, IL with his wife, Karen, and has two grown sons.

Christopher Ashe

Associate Partner
CA Insurance License Number: 0H84017
  • 5+ years of industry experience; obtained insurance license as an intern with AXA Equitable in 2007.
  • Vice President of Brian Ashe and Associates, LTD since 2014. (Brian Ashe and Associates, LTD. Is not owned or operated by AXA Advisors or its affiliates.)
  • Graduated from University of Illinois at Urbana-Champaign with a BA in History (2008).
  • Holds FINRA series 7 and 66.
  • Member of the National Association of Insurance and Financial Advisors since 2009.
  • Grew up and currently resides in Naperville.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck