Jesse worked as an electrical engineer for six years before pursuing his passion for investments and investment planning. Jesse started his financial career at Merrill Lynch in 1996 after earning an MBA with a concentration in Portfolio Management. Jesse and Tom met at Merrill Lynch and became partners in 1998.

Jesse focuses on bringing an engineering process to complex wealth management concerns and specializes in advanced planning solutions and investment strategies. Jesse believes in a disciplined process and collaborating with other professionals to optimize client solutions regarding wealth preservation, wealth accumulation, and efficient wealth transfer

25+ Years of Experience

Role Within Capstone Wealth Management Group

• Advanced Planning Solutions
• Senior PIM Portfolio Manager

Personal Interests

• Lives in Downers Grove, IL with wife Trisha, has five children, and one grandson
• Biking
• Golfing
• Boating

John is a Financial Advisor who in 2024, was recognized as one of Forbes' Top Next-Gen Best-In-State Wealth Advisors.  John’s mission is to provide every client with targeted, comprehensive financial advice and portfolio management strategies - delivered with the highest level of personal service and professional integrity.

Since joining Wells Fargo Advisors, he has been committed to providing his clients with the top -notch service and attention they except and deserve. This includes getting to know them and understanding their interests, goals, risk tolerance, and concerns before developing an investment plan.  John works closely with his clients to see where they are and where they want to be in five years, ten years, twenty years, and all the years in between.

12+ Years of Experience

Role Within Capstone Wealth Management Group

• Advanced Investment Analysis
• Estate Planning Strategies
• Retirement Planning

Personal Interests

• Lives in Glenview with his wife, Colleen, son, Michael, daughters, Eleanor and Lucy, and golden retriever, Vinny.
• Rooting for Chicago sports.
• Traveling to Wisconsin's North Woods.
• Relaxing on the golf course.

_{2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.}

After a successful career as a senior retail executive Michael made a transition to follow his passion in finance. With 15 years of experience in the industry, the last 11 with Wells Fargo Advisors, Michael has helped his clients build, protect and transition wealth for multiple generations through the ever-changing market conditions.

Experience

• 25 years as a senior retail executive
• 15+ years of industry experience
• 11 years Wells Fargo Advisors

Role Within Capstone Wealth Management Group

• Retirement planning
• Estate planning strategies
• Portfolio construction

Personal Interests

• Married to wife, Sandy, and has two sons
• Spending times with his three Grandchildren
• Golfing with family & friends in Eagle Ridge

Tom spent 10 years as a Corporate/Business banker before joining Merrill Lynch in 1997 as a Financial Advisor. That is where Tom and Jesse Diaz, Managing Director – Investments, first met and have been business associates ever since some 26 years.

Our team (Capstone Wealth Management Group of Wells Fargo Advisors) was recently recognized as 2024 Forbes Best-in-State Wealth Management Teams¹. Our core personal values are based around, our faith, family, and treating each client as part of our Capstone Family. The practice revolves around planning first before recommending solutions. Service and communication are our priorities as well as educating our clients on what Holistic investment planning entails. Tom has been married to his Wife Dana for 33 years and split their time between Charleston SC and Chicago.

25+ Years of Experience

Role Within Capstone Wealth Management Group

• Business Owners/Succession
• Planning
• Company Retirement Plans
• Liability Management
• Individual Wealth Management

Personal Interests

• Tom enjoys golfing and being outdoors, including swimming and kayaking.
• Proud father to four daughters
• Newly minted grandfather

_{¹2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.}

Phil serves as a registered client associate with the Capstone Wealth Management Group at Wells Fargo Advisors, where he is dedicated to delivering exceptional service to the team’s clients. Phil plays a key role in setting up accounts, developing comprehensive investment plans through eMoney, and assisting with account management.

Before joining the Capstone team, Phil was a Financial Advisor at Lakeshore Financial Group in Chicago, IL. With five years of experience in the financial services industry, he brings a wealth of expertise to his current role.

5 Years of Experience

Personal Interests

• Phil resides in Plainfield, IL with his wife, Hannah, and their Shih Tzu, Bentley.
• An avid fan of the Chicago Cubs, Bears, and Blackhawks.
• He enjoys fishing, golfing, and weightlifting.
• Phil and Hannah also love discovering new restaurants, attending country music concerts, and exploring the latest TV shows.