Strives to spend time understanding each client’s unique financial situation. Leveraging her financial knowledge and passion for helping others, she is committed to helping clients reach their financial goals.

Drawing on his skills in project management, strategic planning, client relations, and 30 years of experience in financial services, Erik focuses on exceeding expectations and providing each of his clients with the care and consideration they value.

With over 20 years in financial services spanning leadership, coaching, and a diverse range of roles, he has a commitment to growth, resilience, and making a lasting impact on the families he serves by earning their trust, and guiding them confidently through major life moments. He believes that family, health, and money are the three pillars most people prioritize in life, and that all are deeply connected.

Combining his financial knowledge with technological tools, Javi crafts unique plans for each client and serves as an integral part of his planning team with ongoing support and communication.

Mike’s vision is to help his clients achieve peace of mind through trust, communication, and investment strategies that seek consistent, durable returns. He opened Lido’s Chicago office solo in September of 2015, and he has grown the team to over 20 advisors managing over $4 billion**. Mike was nationally ranked in Forbes’ 2025 Top Next-Gen Wealth Advisors as #1 in Chicago, Illinois and #10 nationally. He was also ranked #25 among all high net worth wealth advisors in Chicago, Illinois by Forbes in 2025.*