Relationships Matter Most

Values matter to Scott. He knows that this is ultimately what makes every family or person unique. By understanding who you are and what your values are, Scott is able to get a better understanding of where you are and where you want to be. He views financial planning as teamwork. Through his desire and passion to be a part of your team, he advises and plans alongside you. Scott strives to take the mystery out of investing, managing risk and preserving wealth. He’s dedicated to customizing financial strategies that reward you not only monetarily, but also personally. Scott enjoys hearing peoples’ stories. He would love to hear yours. He hopes that he will be a big part of writing the next chapter.

Scott was raised in the Wheaton Area, where he continues to reside with his wife, Jennifer, and two children. Scott is actively involved in the community, including his home church and local school district. You will likely find him coaching a variety of sports on the weekends, if not competing himself.

Scott’s credentials include:

• Registered Representative, PCS
• Bachelor of Arts Degree from Wheaton College, Deans List, Academic All-American
• MBA, The University of Chicago, High Honors
• Member of Community Unit School District 200 Finance Committee (2008-2010)
• Member of the Moody Church Executive & Finance Committee (2008-2013)
• Holds Series 7 & 66 Registrations with FINRA
• Licensed in Life, Accident, and Health Insurance, and Variable Contracts
• Holds Behavioral Financial Advisor Designation (BFA™)

Greg works with families to help provide financial clarity in their lives. He leads clients through the financial planning process and the ongoing implementation. As the son of a doctor, Greg believes that proactive and intentional actions lead to healthier and more successful outcomes. His goal in planning is to serve families in bringing richness and clarity to their lives.

Greg and his wife Carly were both born and raised in Wheaton, IL where they currently reside with their three young girls. In his free time, Greg enjoys outdoor activities, travel, community involvement and time with family.

Gregs’s credentials include:

• CERTIFIED FINANCIAL PLANNER™ (CFP®) from the College of Financial Planning‍
• Licensed in Life, Accident, and Health Insurance
• Bachelor of Arts Degree in Business Administration from Augustana College

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Will lives out his calling serving individuals and families as a Partner & Wealth Advisor at RAI Wealth. Joining in 2014, Will is passionate about helping families find peace and clarity in their financial lives. He enjoys meeting new people to see how RAI Wealth can help identify, plan, and exceed their goals. As head of relationship management, Will also ensures all families working with RAI Wealth have a high-level experience with team members that know and care about their lives.

Will was raised in Wheaton and currently lives there with wife, Danielle, and their three boys. Will is heavily involved in his community and recently joined the Alumni Board for his former high school, Wheaton Academy. Outside of work and community responsibilities, you can find Will playing sports with his sons and staying active with various outdoor activities.

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Will’s credentials include:

• CERTIFIED FINANCIAL PLANNER™ (CFP®) from the College of Financial Planning
• Holds Series 7 & 66 Registrations with FINRA
• Holds Behavioral Financial Advisor Designation (BFA™)
• Licensed in Life, Accident, and Health Insurance, and Variable Contracts
• Bachelor of Science Degree in Finance from Taylor University, Deans List, Magna Cum Laude

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Melissa lives by the motto “The Devil Is In The Details” and makes sure that everything that needs to happen actually happens. She knows that winning your trust is what financial advising is all about and she believes an undying commitment to details is a part of earning that trust.  Melissa and her husband Dominic live in Winfield where they have raised their three children.  Melissa enjoys volunteering, hosting family and friends, and taking her dog on long walks.

Melissa spends her time considering our client families’ everyday needs and meeting them.  From scheduling your appointment to managing your paperwork to taking your RSVP for our special events, Melissa serves as a resource to ensure that you feel informed and valued.

Prior to joining the RAI Wealth team, Melissa worked for another financial services firm in Wheaton.  She has a Bachelor of Science degree in Business Administration from Taylor University.

Having grown up on a farm in central Illinois, Melissa enjoys gardening, quilting and baking.  She resides in Wheaton with her husband, Nate and has two grown sons.

Amanda Pearson has worked as an administrative assistant in the financial services industry for fourteen years.  She enjoys assisting clients with any service matter pertaining to their accounts and strives to make sure that clients have the best service experience possible.  Amanda worked at a firm in Rockford before moving to Warrenville and joining the RAI team in November 2021.  She holds several credentials from the College for Financial Planning, including the Financial Paraplanner Qualified Professional™ (FPQP®) credential.

Amanda grew up in Rockford.  In her spare time, she enjoys spending time with her dad, brother and sister-in-law, visiting with friends, cooking/baking, walking, and serving at her local church.

Jack is tied into the tasks that need to get done for all the wealth advisors. He is detail driven and strives to make the work easier for those around him. He is also active in helping to create financial plans and helps the advisors with the day-to-day tasks that approach them.

Jack joined the RAI Wealth Team in May of 2023. He received his Bachelor of Arts Degree in Finance and Business Administration from Indiana Wesleyan University.

Jack and his wife Lauren currently reside in Wheaton. In his free time, Jack enjoys watching or playing anything sports, spending time with his friends, and keeping in shape.

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Tyler serves RAI Wealth as its first Chief Investment Officer after previously performing equity analysis at one of the largest global asset managers. Tyler oversees security selection, trading, investment management, and market analysis for RAI Wealth's families' assets. He believes in finding the most efficient vehicles to accomplish their financials goals and does not rely on traditional investment strategies if they lack merit. Tyler's experience in quantitative research has given him skillsets that allow him to be a "numbers" guy, take deep dives into market dynamics, and synthesize information into larger narratives. Tyler is here to monitor financial markets so that RAI Wealth's families can live by design.

Tyler is a graduate of Wheaton College with degrees in Economics and Mathematics. In 2020, he became one of the youngest professionals in the industry to receive the Chartered Financial Analyst designation which he achieved with a perfect pass record and scored above the 90th percentile of his peers, when applicable.

In his free time, Tyler enjoys competing in trail ultramarathons as well as volunteering at his church through music and small group leadership. Tyler and his wife Michelle live in Wheaton.

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