About Us

Dan and Natasha Lauer help their clients accumulate and protect wealth in their working years, generate secure income from their wealth in retirement, and transfer their wealth to the people and causes that are important to them. In their experiences in law and in business, Dan and Natasha dealt first-hand with the challenges faced by clients in meeting these objectives. In 2004, Dan started his own financial services practice with the goal of helping clients to create security in their financial lives and structure legacies that reflect their lifetime values. Natasha brought her expertise to the practice in 2005.

In addition to their busy professional lives, Dan and Natasha are also very active in community and charitable organizations. They have held volunteer leadership positions in and donate their time and treasure to a number of charitable organizations, including the National Multiple Sclerosis Society, the Archdiocese of Chicago and the Chicago Community Trust.

Dan & Natasha are committed to education and professional development. Dan Lauer holds a B.A., History from Lawrence University in Appleton, Wisconsin and a Juris Doctor from Loyola University Chicago School of Law. He also has earned the prestigious Certified Financial Planner™ designation from the Certified Financial Planner Board of Standards, Inc. and the Chartered Financial Consultant (ChFC®) designation from The American College. Natasha Lauer holds a B.S., Psychology from University of Illinois Urbana-Champaign and a Juris Doctor from Loyola University Chicago School of Law.