Susan Soderberg TIAA Wealth Management Advisor

Centric Wealth Management, LLC (Centric) is an independent boutique investment advisory firm providing advice and guidance to individuals, families, businesses and institutions while delivering services and solutions that help build, preserve and manage wealth. We differentiate ourselves from a traditional wire house, by providing you with expanded product lines, greater flexibility, and ultimately more solutions to help achieve your goals. Affiliated Offices: Centric Wealth Management, 2801 Lakeside Drive, 3rd Floor, Bannockburn , IL 60015.

TIAA is a financial services company that has been serving the academic, medical, cultural, and research fields for over 100 years. With a team of specialists, TIAA works with clients to create long-term financial plans tailored to their needs, providing services such as planning for lifelong income, retirement savings, and smart investment decisions. TIAA offers advisory services through its various offices, including in Washington, D.C. and Seattle, WA, where clients can schedule appointments to receive personalized financial guidance. The company is committed to helping clients achieve their financial goals and ensuring their lifelong financial well-being.Generated from the website

Broadhaven Capital Partners is an independent merchant bank based in Chicago, IL, specializing in advising and investing in financial services. With a team of experienced advisors, operators, and investors, they offer unbiased investment banking services such as mergers, acquisitions, divestitures, private capital raising, and strategic advice. Having advised on over $85 billion in transactions since 2010, Broadhaven provides a differentiated perspective at every stage of a company's lifecycle. They also invest in early-stage companies at the intersection of financial services and technology, fostering long-term partnerships with exceptional companies and management teams to create value. Generated from the website