Arlington Wealth Management (AWM) is an elite team of high-performing professionals with in-depth expertise in key financial areas. Our team works in a coordinated and comprehensive manner on your behalf to develop a synergistic wealth plan designed to optimize your ability to achieve success.
AWM serves at a fiduciary level standard of care, acting in each client’s best interest. We are dedicated to providing you with best-in-class advice and solutions to your critical financial issues.
We designed an elite wealth management formula and process to uncover what is most important to you about your wealth, optimize your assets to achieve your vision, and help guide you down the right path.
AWM’s investment philosophy prioritizes active risk management to address our client’s top concern – wealth preservation, differentiating us from many other passive investment philosophies.
As the founder of Arlington Wealth Management, Joe drives the firm’s initiatives to ensure that it does all it can to help successful business owners and families achieve their essential life goals. His career, spanning over 38 years, focuses on a consultative wealth management process designed to help improve our clients and their family’s wealth and happiness.
After 15 years of working for other investment firms in the 1980s and 90s, Joe founded Arlington Wealth Management. His career path led to the framework for developing AWM’s proprietary investment methodology PAAS, or Proactive Asset Allocation Strategy. Joe is the author of Empowered Investing: Strategies for Proactive Investors. He also hosted a radio program where he shared his knowledge and methods with a larger audience for many years.
Outside of business, Joe has been happily married to his wife, Angela, for 32 years and has three vibrant daughters, all excelling in their chosen careers. He enjoys making wine, which he’s been doing for 25 years. Joe’s the third generation of winemakers in his family, carrying on the tradition of his grandfather and father.
John is a Managing Partner responsible for overseeing many areas of the firm’s activities, including investment research, portfolio management, client service, estate and wealth transfer planning, and asset protection. He also serves as the firm’s Chief Compliance Officer. John joined the AWM in 2010, beginning his second career after leaving a large public utility where he served in various senior Information Technology roles.
John earned his BA in Information Systems and Computer Programming from Purdue University and his MBA from the University of Chicago. He holds the Series 65 Investment Advisory Representative license and the Investment Adviser Certified Compliance Professional® (IACCP®) designation. John developed the firm’s Proactive Faith-Based Investment Strategy built around the firm’s PAAS methodology.
Ron is a lead advisor to many of the firm’s clients. He’s passionate about helping people grow their wealth while protecting the downside. Ron’s responsibilities cover various advanced wealth planning areas, including personalized investment planning, tax mitigation advice, and lifetime cash flow planning. Ron joined AWM in 2015 and has seventeen years of experience in the investment industry.
Before getting involved in financial services, Ron held several senior management positions with CNA Financial. He finds great satisfaction in helping business owners and families achieve success. Ron earned BA and MBA degrees from DePaul University and holds the Series 65 Investment Advisory Representative License.
Amanda Konder is the Director of Client Services for our wealth management client group. She has 25 years of financial industry experience. Before joining AWM in 2014, Amanda worked with Merrill Lynch Wealth Management and a private commodities trading firm.
She is dedicated to ensuring every client receives the highest service possible. Amanda is a true professional passionate about the industry and brings a solid service and operational background to AWM. She lives in the Chicagoland suburbs with her husband and three children. Amanda loves to exercise & travel, and enjoys gardening.
Marissa originally joined AWM as an intern in 2015??? and was brought onto the team full-time as a Financial Analyst in 2018. Her role has grown to support our wealth management team in various capacities. Marissa assists our investment team in executing our proactive management strategies.
She also helps in creating our custom advanced wealth plans for our client families. Marissa graduated from Loyola University in Chicago with a BS in Finance and Economics. During her studies, she spent time in Geneva, Switzerland, where she interned for the Diplo Foundation as a correspondent for the United Nations. She is enrolled in the Certified Financial Planning curriculum at DePaul University and expects to complete the designation in 2023.