FourStar Wealth Advisors is a Registered Investment Advisor firm headquartered in Chicago. FourStar Wealth is an independent firm without the conflicts or restrictions of the old school firms. We are directly focused on serving clients in a conflict free environment. Money and wealth are tools to help investors get where they are going and achieve their hopes and dreams. We would like the opportunity to help you realize your hopes and dreams by achieving your financial goals.
WHY CHOOSE FOURSTAR
We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Our idea here is to address the full life cycle of an investor/citizen to live a full and complete life. Read about our Build-Live-Share approach.
Mark Harmon
Investment Advisor Representative - FourStar Wealth AdvisorsI've had a passion for financial planning, wealth creation, and investing. I have always believed our health and wealth are instrumental to the enjoym
David Bonifield
Investment Advisor Representative - Calvera Capital AdvisorsDavid is a founding member of Calvera Capital Advisors, and brings over 27 years of business and management experience to the firm, having spent the l
Brian Lance Kasal
Founder / CEOBrian Kasal is the CEO and founder of FourStar Wealth Advisors LLC, a national registered independent advisor firm headquartered in Chicago. Brian hol
Christopher Reardon
Director of DevelopmentChris joins the new Four Star Wealth Advisors after two years working directly for the CEO of another Independent Investment Management firm, Stratos
Kris Wonneberg
Marketing DirectorKris joins Four Star Wealth Advisors after a career that includes marketing for Critikon a division of Johnson and Johnson. Kris was also an adminis
Laura Swanson
Investment Adviser Representative & Director of OperationsLaura joins FourStar Wealth Advisors as Investment Advisor Representative and Client Services Director. Laura recently worked at Waddell & Reed as
Tripti Kasal
Principal