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Trusted Advisors Council


Deerfield
 Chapter:

email:
clark@tractionprocess.com
phone: 847-680-6550


Oakbrook Chapter:
email:
mike@stewardadvisors.com
phone: 630-537-0108 
Rolling Meadows Chapter:
email:
dkarnatz@portbrown.com
phone: 847-866-6800 

O’Hare Chapter:

email:
Joseph.Gurreri@Insperity.com
phone: 847-233-3702

 

 Northbrook Chapter:

email:
lorena@lmbassociates.com
phone: (847) 831-5990 

 

 Fox Valley Chapter:

email:
Kenstevens@b2bcfo.com
phone: 312-520-2599

 
 


HomeMember Criteria



Selective Membership

Membership in Trusted Advisers Council is limited to Senior level professionals and their executive staff who apply a consultative approach and serve small to mid-size business owners.


Members are highly respected professionals who demonstrate high-character in their everyday lives and how they serve their clients.  Each person carries a humble servant mentality and like-mindedness giving mentality with fellow members.

Professions include the following categories:

  • Accounting
  • Legal
  • Banking and Finance
  • Financial services
  • Insurance
  • Real estate
  • Investment management
  • Human resources
  • Marketing
  • Consulting

Exclusivity


Each professional discipline within a local group is exclusive to protect each member and to avoid duplication and confusion of where to refer member opportunities.  Consequently, a member is only allowed to represent one seat discipline within a professional matrix category.

Vetting Process


Member prospects are . . . Introduced to a Chapter by an existing member in good standing . . . attends two meetings interacting with Members . . . and, attends two TRIADs with a Group Leader and fellow-Member present at each Triad.  Among the considerations for Membership are the right personality and mentality.  Character counts.  In addition, Members possess significant networks to share.


Decision to approve a new member is made between the Chapter Leader and at least two Members.  The Chapter Leader has final say on all new members. 






KNOW • LIKE • TRUST • REFER


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