About Leelyn Smith, LLC
Leelyn Smith, LLC is a leading registered investment advisor based in Geneva, IL, with additional offices in Oak Brook and Chicago, IL. The firm specializes in comprehensive wealth management, tax services, and family office solutions. Leelyn Smith's team of highly qualified advisors, including those holding CFP® and CFA® designations and CPAs with extensive experience, are legally bound fiduciaries committed to acting in their clients' best interests. They offer personalized and holistic financial planning, covering portfolio management, estate planning, retirement income strategies, cash flow planning, and philanthropic giving. Leelyn Smith is dedicated to transparent compensation with no hidden fees or commissions, ensuring client success across generations. They serve over 900 families across 31 states, with a particular focus on high-net-worth individuals and physicians, providing integrated tax and wealth management approaches.
Website: https://www.leelynsmith.com/
Employees: 21
Office Locations
- Geneva, IL (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $50.0M
Team Members
- Laura Chamness, Client Service Specialist
- Pete Henley, Senior Tax Manager, CPA
- Sean Poquette, Wealth Advisor
- Emma Davidson, Senior Business Advisor, CPA
- Ryan Kahlenberg, Wealth Advisor
- Kevin Prendergast, Partner, CFA®, CFP®
- Chris Dieckow, Wealth Advisor, CFA®, CFP®, CWS®
- Trevor Kane, Client Service Specialist
- Dan Reily, Senior Tax Technician, CPA
- Gina Dison, Senior Tax Manager, CPA