• 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 individuals, families, and business owners. His mission is to help his clients towards achieving financial independence and security through comprehensive financial planning.

Darrin graduated from DePaul University with a bachelor’s degree in Finance. He then began an eleven year sales career with IBM. After leaving IBM in 1998, Darrin joined Solution Technology, Inc., a business systems technology startup, as Executive Vice President/Partner. He established a new office in Illinois and was charged with strategic business planning, financial planning, acquisitions, customer relationship management and sales. In 2003 Darrin’s Senior Management Team won Ernst & Young’s “Entrepreneur Award of the Year”. After selling their business in 2004, Darrin joined Lincoln Financial Advisors as a financial planner.

 

Susan M. Calomino, CFP®, CRPC, MBA

Financial Planner

Phone

773.867.3625

Email Address

Susan.Calomino@LFG.com

Susan Calomino offers a complete range of financial products and services working with our clients and their families to help build financial goals through development and adherence to an organized financial plan. Susan is dedicated to helping you identify your goals and developing a financial plan based on sound advice and a wealth of knowledge.

Susan earned her BA and MA from Stephen F. Austin State University and an MBA from West Texas A&M University and completed the CFP certification program in 1985. She is a member of the local financial Planning Association and has been quoted on various financial planning topics in the Chicago Tribune. Susan is active in the Park Ridge Chamber’s Women in Business Organization and Center of Concern fund-raising committee. She is on the Board of Ballet Chicago and volunteers with SOARS, a Loyola Hospital based support group for burn survivors and their families.

 

Mike May, CFP®, ChFC, CLU

Financial Planner

Phone

630.469.7526

Email Address

Mike.May@LFG.com

We are pleased to announce that Mike May has joined the Shallcross Financial Planning team as a financial planner. Mike is a CFP® designee with more than 30 years of financial planning experience. In addition to business development, Mike will be helping our clients address their holistic planning needs and guiding them through our comprehensive process.

He has extensive experience in advising the owners of closely held businesses, corporate executives and affluent retirees. Whether it’s designing a creative succession plan for a family business or creating a diversified income stream for a recent retiree, Mike has a passion for taking the time to understand his client’s long-term objectives and needs. He strongly believes that a financial plan isn’t a book that sits on a shelf. Rather it is a working document that is constantly evolving over time. Financial planning is truly a never-ending quest for financial success and the protection of every family member and friend that a client holds dear.

Mike holds his Series 6, 7, 22, 24 & 63 securities licenses.

He is a Chartered Financial Consultant (ChFC) designee and a Chartered Life Underwriter designee (CLU). Mike spent several years as an adjunct professor within DePaul’s CFP program. He resides in River Forest with his wife Cathy and their three children.

 

Amy Sloma

Sales Assistant

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 implementing 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 6 and 63 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 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.

 

Sandi Johnson

Planner Assistant

Phone

630.469.7526

Email Address

Sandi.Johnson@LFG.com

Sandi provides the entire team with extraordinary front line support. With only three years under her belt as Darrin’s Planner Assistant, she has become highly respected and sought after as a result of her “Worker-Bee” mentality.

Sandi earned her bachelor’s degree in Finance from Roosevelt University. She then started a career with Discover as Project Manager where she remained for eleven years. After leaving Discover and meeting Darrin, Sandi has remained at Shallcross Financial Planning because of her belief in what is accomplished here, financial harmony. Sandi enjoys spending her free time with her two dogs, Reagan & Libby.

 

Joe O’Neill, CFP®

Case Manager

Phone

773.380.8593

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.

 

Jared Weinerman

Case Manager

Phone

773.380.8507

Email Address

Jared.Weinerman@LFG.com

Jared is the newest member to the Shallcross Financial Planning team. After graduating from the University of Michigan, Jared spent six years as a management consultant, focusing on digital technology and web development. Helping others, building relationships, and solving complex problems motivates him daily. Jared holds Series 7 and 66 registrations, is licensed to provide life and health insurance, and is currently working towards CFP® certification. Jared is an active traveler and has visited twenty three countries around the world. In his free time, Jared also enjoys analyzing sports data and mentoring college students through the University of Michigan’s Kinesiology Alumni Program.

 

 

Jennifer Menzies

Financial Planning Assistant

Phone

773.380.8587

Email Address

Jennifer.Menzies@LFG.com

Jennifer joined the Shallcross team in early 2015. She holds the Series 6 and 63 licenses and provides support to Susan and the entire team. Jennifer enjoys the compliance aspect of our business and values getting to know and working with our clients.

Jennifer graduated from Illinois State University in 1996 with a bachelor’s degree in Political Science (International Relations). She started her professional career in benefits administration and as an administrative assistant before taking time off to stay at home with her 2 children.

Married with 2 teenage boys, Jennifer spends much of her free time cheering them on at sporting events. She also enjoys upcyling furniture and other materials, lifting weights and reading a good book.