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Goldstone Creates an Investment Plan, Not Just an Investment Portfolio

Goldstone Financial Group is a Chicago-area retirement planning and wealth management firm helping pre-retirees and retirees prepare for their future through retirement planning, investment management, and tax planning. The firm serves clients throughout the Chicagoland region and maintains offices in Tennessee, Ohio, and Wisconsin.
At Goldstone Financial Group, our in-house team of experienced financial planners will help you with every aspect of your asset management planning. Unlike some other advisory firms, we create a financial plan not just an investment plan.

Retirement Planning

Investment Management

Income Planning

Tax Planning

Estate/Legacy Planning

Retirement Advisors Securing Your Financial Future™

Retirement Advising
What we do

Retirement Planning

We’ll develop an individualized comprehensive financial plan with your needs at the forefront.

secure your future
Retirement Advising
What we do

Investment Planning

While the average lifespan is increasing, so is the possibility of outliving your savings.

DESIGN YOUR STRATEGY
Retirement Advising
What we do

Income Planning

For those with a variety of assets saved but aren’t sure how to maximize your positions.

build your wealth

Our Trusted Financial
Partners

What’s Your #1 Retirement Mistake?

Take this complimentary quiz to identify which of the five areas of retirement is potentially your biggest “Retirement Gap”, and get a no-cost, customized report with your results and suggested next steps.

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Meet Our Experienced Team Of Investment & Retirement Advisors

We believe your financial future is far too important to leave up to chance. We view it as our responsibility to thoroughly understand your goals and dreams so that we can leverage our experience and knowledge to help you realize them. That’s why we’re committed to remaining by your side as partners in achieving the results you desire.

Anthony Pellegrino
Anthony Pellegrino​

FOUNDER & CEO

Anthony Pellegrino has dedicated his practice not only to helping individuals plan for their financial future, but also remaining by their side as a partner in achieving their desired results.

Anthony Pellegrino
Brian Korienek

PARTNER & VICE PRESIDENT OF WEALTH MANAGEMENT

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
Jessica DeBold, CFP®, EA

PRESIDENT

Jessica DeBold is President of Goldstone Financial Group, where she brings nearly two decades of experience in financial and tax planning. Known for her client-first philosophy, Jessica ensures that every decision she makes as President is guided by what is best for clients.

Anthony Pellegrino
Matthew Rice, CFA, CAIA

CHIEF INVESTMENT OFFICER

Matthew Rice is a Chartered Financial Analyst® that serves as Chief Investment Officer at Goldstone Financial Group, where he oversees the firm’s investment strategy and portfolio

Anthony Pellegrino
Steve LaPointe

CHIEF OPERATIONS OFFICER

Stephen LaPointe serves as Chief Operations Officer, overseeing day to day operations, including portfolio administration, billing, reporting, technology platforms, vendor management, and operational risk controls.With over 20 years of experience in investment and wealth management operations, Stephen has led multi- office-back-office teams, managed large scale portfolio management system implementations, and executed complex firm integrations.

Anthony Pellegrino
Ian Meiksins, MBA, IACCP®

CHIEF COMPLIANCE OFFICER

Ian Meiksins brings a decade of dedicated experience in compliance and regulatory consulting for Registered Investment Advisors (RIAs). As co-founder and former President

Anthony Pellegrino
Ann Griffith, JD

COMPLIANCE CONSULTANT

Ann Griffith brings over 35 years of multifaceted experience in financial compliance and regulatory leadership to her role as Compliance Consultant at Goldstone Financial Group.

Anthony Pellegrino
Liz Esarey, CPA

DIRECTOR OF TAX PLANNING

Anthony Pellegrino
Pat Quinn

DIRECTOR OF FINANCIAL EDUCATION

With a rich history of over 20 years in education and public speaking. Pat Quinn stands as a beacon of knowledge and experience in the realm of retirement planning.

Anthony Pellegrino
Justin Reppy

Senior Financial Advisor

Justin ensures that everyone who walks through the doors at Goldstone is better informed about their current investment holdings than when they arrived.

Anthony Pellegrino
Joe Davidson

Senior Financial Advisor

Anthony Pellegrino
Kamil Bonifaciuk, CFP®

Senior Financial Advisor

Kamil Bonifaciuk is devoted to assisting people and families in achieving their retirement objectives. He observed people making decisions that would negatively impact their financial future and made a commitment to help others by becoming a resource.

Anthony Pellegrino
Andrew Owen

Senior Financial Advisor

Andrew is a seasoned financial professional with a bachelor’s in finance from Villanova University and years of expertise crafting comprehensive financial strategies.

Anthony Pellegrino
Jared Rus, MS

Senior Financial Advisor

Anthony Pellegrino
Galo Baca, CFP®

SENIOR FINANCIAL ADVISOR

Anthony Pellegrino
Joshua Beachler, CFP®

SENIOR FINANCIAL ADVISOR

Anthony Pellegrino
Sam Gerry

SENIOR FINANCIAL ADVISOR

Anthony Pellegrino
Scott Altena

SENIOR TRADING ANALYST

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Goldstone in the News

Browse our television archives to watch Goldstone Financial’s TV appearances​ on CBS, FOX, WGN and more!

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Recently Published Articles

Read the latest articles by Goldstone Financial Group in well-known publications such as Forbes & Kiplinger.

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