Financial Advisor in Milwaukee, WI

Al’s client-first attitude has always been his priority, in addition to delivering personalized financial advice and solutions enhanced by Lido’s family office style and in-house capabilities. His goal is to always provide fiercely independent analysis and advice.

He serves a wide variety of families, specializing in asset allocation and high-level estate planning strategies.

Brooke believes the most effective wealth planning begins with understanding what matters most to a client and their family. She enjoys developing close relationships with multi-generational families, helping them understand their financial picture and aligning planning strategies with their values and vision for the future. Brooke has experience working with clients before, during, and after major financial transitions, including business liquidity and ownership transitions, executive and stock compensation events, retirement, and generational wealth transfers. She helps clients navigate financial organization, investment strategy, and charitable and family gifting considerations, while working alongside their tax and estate planning professionals to support a coordinated approach to their broader financial goals.

Eric has a passion for people, which he channels by helping Lido’s clients and his team members live their best lives personally and professionally. He uses his experience and skillset to advocate and support the Lido team, so they can in turn help families achieve their goals and objectives.

John’s conversations with families help him understand what is important to them, so he can develop strategies and plans to help achieve their goals. He has experience with public and private investments, proactive gifting and sophisticated estate planning, private business transitions, and multi-generational communication and education.

Kayla partners with families to develop creative, tailored solutions designed to help them achieve their unique goals. With a keen attention to detail and a passion for solving complex challenges, she takes a thoughtful, comprehensive approach to every facet of their financial picture.

Matt works with families to manage their financial planning and personalize investment strategies. He enjoys building relationships with his clients while applying his skills to aid in making their lives easier and more enjoyable.

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 #11 among all high net worth wealth advisors in Chicago, Illinois by Forbes in 2026.*

Patrick provides customized investment, planning, and family-office solutions for high net-worth families, entrepreneurs, executives, nonprofits, and athletes.

Paul leverages experienced insights to provide customized wealth planning and portfolio management. He is passionate about seeking the best possible outcome for his clients. He believes the “defined outcome” approach to investing may help his clients feel secure no matter which way the markets are going.

Todd specializes in working with family business owners and company executives to coordinate and integrate their investment, estate, insurance, and financial plans.

Tyler works with advisors to provide exceptional service, from new client onboarding to alternative investment requests.