• 630.469.7526

Our Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


 

Darrin J. Shallcross, CFP®, ChFC, CRPC

Financial Planner

Phones

ph: 630.469.7526
fax: 630.469.6974

Email Address

Darrin.Shallcross@LFG.com

Darrin specializes in providing innovative financial planning to business owners, executives, professionals, retirees and their families. His mission is to help his clients towards achieving their financial independence and security through comprehensive financial planning.

Darrin earned a bachelor’s degree in Finance from DePaul University followed by an eleven year sales career with IBM. In 1998, he and 5 peers started Solution Technology, Inc., a business systems technology startup. In 2004 Solution Technology was sold to Logicalis. Darrin and his family were never served financially in the way they would have liked. He felt that advisors were always selling product and rarely included other family members in the financial planning process. He knew that he could provide the solid advice to others that was needed in the industry.

After searching for the right firm to deliver, Darrin joined Lincoln Financial Advisors in 2005 as a financial planner. He completed his Certified Financial Planner™ CFP® certification in 2008 and became a member of the Resource Group’s Board of Directors in 2015. The Resource Group (TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors. 

 

Amy Sloma, CFP®

Financial Planner

Phones

ph:773.380.8559
fax: 773.693.2531

Email Address

Amy.Sloma@LFG.com

Amy has worked in the financial services field since 1997. She works closely with Darrin and Susan in the strategic implementation of the team’s business plan and optimization of business practices. She also has portfolio management and client development responsibilities, and meets with clients to review their current holdings and resolve open issues.

Amy holds the FINRA Series 7 and 66 licenses, as well as the Illinois Life and Health Insurance license. She graduated with honors from Roosevelt University with a bachelor’s degree in business and holds a master’s degree in education. Amy completed additional post-graduate work at DePaul University, obtaining her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2019. She is an avid lifelong learner and enjoys planning with clients, working towards the accumulation, preservation, and transfer of wealth through generations.

Amy loves being outdoors; hiking, kayaking and biking. She resides in the northwest suburbs where she enjoys spending family time with her husband and their four children.

 

Jared Weinerman

Financial Planner

Phone

773.380.8507

Email Address

Jared.Weinerman@LFG.com

Jared empowers individuals, families, and business owners to make smart decisions with their money. Using a comprehensive planning process, Jared helps to define personal objectives, develop customized solutions, and implement reliable strategies for achieving financial security. His specializations include investment allocation, insurance analysis, estate planning, and tax reduction strategies.

As a second-generation financial planner, Jared follows in the footsteps of his father, who has over 35 years of experience in the industry. Growing up, Jared was inspired by his father’s impact in helping others.

Jared strives to make a significant difference in people’s lives by building long-term relationships and keeping his clients’ best interests at heart. Jared is currently working towards CFP® certification, holds Series 7 and 66 registrations, and is licensed to provide life and health insurance. He is a graduate from the University of Michigan and resides in downtown Chicago. Jared is also an active traveler who has visited 25 countries around the world. In his free time, Jared enjoys analyzing sports data and innovative technology trends.

 

Joe O’Neill, CFP®

Case Manager

Phone

630.517.4606

Email Address

Joe.O'Neil@LFG.com

Joe brings a varied background to our team with education and experience in the engineering, operations, taxation, and financial fields. Combining his education and work experience with his life experience allows Joe to bring a unique perspective to our back office and plan preparation activities.

Married with two children, Joe’s focus has always been his family, and he enjoys assisting other families in reaching their personal and financial goals.

 

Jennifer Menzies

Practice Manager

Phone

630.812.1658

Email Address

Jennifer.Menzies@LFG.com

Jennifer joined the Shallcross team in the spring of 2015. She holds the Series 6 and 63 securities licenses and handles all aspects of client service, new account opening and financial transactions for Shallcross Financial Group. She values establishing strong relationships with clients, providing timely service and collaborating with the team. Jennifer was selected to serve on the LFA national AAO (Automated Account Opening) Staff Council for her contributions to LFA’s technology rollout and continues to collaborate in resolving issues and making improvements within the technology.

After graduating from Illinois State University in 1996 with a bachelor’s degree in Political Science (International Relations), she worked professionally for 3 years before taking time off to stay at home with her two children while working part-time. Prior to joining Shallcross Financial Group, Jennifer worked for an e-commerce company for three years as a content writer and product manager.

Married with 2 sons in both college and high school, she enjoys family time when everyone is home and watching her youngest son wrestle. In her free time, Jennifer enjoys reading a good book and collaborating with her husband on their many upcycling and interior design projects.