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Trusted Advisors Council


phone: 847-680-6550

Oakbrook Chapter:
phone: 630-537-0108 
Rolling Meadows Chapter:
phone: 847-866-6800 

O’Hare Chapter:

phone: 847-233-3702


 Northbrook Chapter:

phone: (847) 831-5990 


 Fox Valley Chapter:

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


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. 


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