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Team

At Hammortree Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement saving and income distribution strategies
Estate conservation issues
Risk management 

We also can answer your questions, including:

Can I retire early?
Are my investments working as hard as I am?
What’s a good 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 can help you create an approach that is designed to address your individual situation.

 

Annette Hammortree, CLTC, RICP®

Owner of Hammortree Financial Services

847-701-2301

ahammortree@hammortreefinancial.com

As the owner of Hammortree Financial Services, Annette specializes in comprehensive financial planning, long term planning, and estate planning for special needs family members. With over 30 years of experience, she is recognized as an...

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Tim Urban

Financial Professional

815-526-7943

turban@hammortreefinancial.com

Tim has been providing comprehensive financial planning to his clients since 2014 with HFS. By specializing in family planning and strategies for small business owners, Tim has helped provide support to current HFS clients as well as...
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Chuck Leffler

Financial Professional

815-526-5976

815-788-7430

cleffler@hammortreefinancial.com

Chuck has been helping his clients with retirement planning and college planning since 1990.  Having money for both doesn't just happen.

He has been married to his wife Jane for 25 years.

2016-25691 Exp. 7/2018

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Melissa Wasilk

Director of Insurance & Executive Assistant to Annette Hammortree

847-701-2302

mwasilk@hammortreefinancial.com

Melissa provides Internal Administrative Support to Annette Hammortree and has been doing so for the past 22 years. She takes the lead on insurance business processing, commission and expense reporting, as well as para-planning for...

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Jessica DiMeo, CPA

Director of Operations & Executive Assistant to Annette Hammortree

847-701-2303

jdimeo@hammortreefinancial.com

Jessica is the newest member to our team. Jessica joined Hammortree Financial Services in June 2016. She provides internal administrative support to Annette Hammortree, helps with Client Management and Relations, as well as securities...

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Catherine Arend

847-701-2301

carend@hammortreefinancial.com

Catherine recently graduated from University of Wisconsin-Madison in May 2017 with a degree in Personal Finance. She has been working at Hammortree Financial Services since January 2015 and has come back from Wisconsin to be a part of...

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