Gelb Retirement & Advisory Team
1033 Skokie Boulevard
Suite 500
Northbrook, IL 60062
(847) 564.7313
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Mission Statement
Whatever your personal goals may be, we will work with you to design a custom financial strategy, so you can pursue what’s most important to you.
Welcome

Budget Worksheet

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Our mission is to be a GPS for individuals, families and corporations and guide them to their financial destination. With our diverse age base and focus on retirement & individual planning, we feel that our team can be your one-stop shop for generational wealth creation and transfer. No matter what your value on paper is, you are always treated as one of us.Our team is made up of two advisors with a 30 year age spread and three supporting associates. We are unique in the fact that every teammate helps every client. Our goal is to find the best way to treat your money by starting with a plan, executing on the service as well as investment side, and to continually be a resource. Our saying is "Our clients are our family, and your financial plan will not out live our team."

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Working with individuals and Families

Supporting a strong retirement plan and helping to keep it on track

The retirement and financial needs of your employees, as well as the responsibility those needs create for you as an employer, are important to you. We offer the solutions your employees may need to help pursue their financial goals and maintain financial wellness. Our array of resources and experience is designed to help meet your employees’ financial needs in ways that make sense for your company — strategically, operationally and financially. You and your employees will have a team of experienced and passionate advocates for financial wellness on your side. Our team will make your priorities their own so you can focus more on your business.

Recognition
Jordan Gelb
Managing Director, Wealth Management Advisor
Financial Times "400 Top Financial Advisers", 2017-2018
(Published annually Mar – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2019-2020
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Financial Times "401 Top Retirement Plan Advisers", 2020
(Published on October 22, 2020. Rankings based on data as of Dec 31, 2019.)
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Gelb Retirement & Advisory Team
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Click here to learn more about advisor recognitions
About Us
Mission

GRAT Team's Mission
Our mission is to be a GPS for individuals, families and corporations and guide them to their financial destination. With our diverse age base and focus on retirement & individual planning, we feel that our team can be your one-stop shop for generational wealth creation and transfer. No matter what your value on paper is, you are always treated as one of us.Our team is made up of two advisors with a 30 year age spread and three supporting associates. We are unique in the fact that every teammate helps every client. Our goal is to find the best way to treat your money by starting with a plan, executing on the service as well as investment side, and to continually be a resource.Our saying is "Our clients are our family, and your financial plan will not out live our team."

Wednesday, April 23rd 2025| 10am CST
Tax-Efficient Planning Strategies
Register Here for the 10am CST Session
Thursday, May 22nd 2025| 10am CST
Planning for Generational Wealth
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Thursday, June 26th 2025| 10am CST
Perspectives on Artificial Intelligence
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Thursday, July 24th 2025| 10am CST
Understanding ETFs
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Thursday, August 21st 2025| 10am CST
Raising Financially Aware Kids
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Thursday, September 25th 2025| 10am CST
Do's and Don'ts of Wealth Building
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Thursday, October 23rd 2025| 10am CST
The Hidden Costs of Aging
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Thursday, November 13th 2025| 10am CST
The Evolving Workplace
Register Here for the 10am CST Session
HAPPY HOLIDAYS!!!

SEE YOU IN 2026!

Meet Our Team
Jordan Gelb,

CEPA®, CIMA®, CPFA®, CRPC™

Managing Director, Wealth Management Advisor
847.564.7313
Joshua Spungen,

CIMA®, CPFA®

Vice President, Wealth Management Advisor
847.564.7115
Thomas Jones,

CRPC™

Assistant Vice President, Wealth Management Specialist
847.564.7317
Jason Lorenzo,

CRPC™

Officer, Registered Wealth Management Client Associate
847.564.7282
William Tinucci
Wealth Management Client Associate
847.564.7266
Sharon A Bracke
Officer, Registered Wealth Management Client Associate
847.564.7256
Stephen Peters,

CPFA®, CRPS™

First Vice President, Senior Financial Advisor, Retirement Benefits Consultant
636.537.4532
Jared Gelb Headshot Image
Jared Gelb,

CPFA®, CRPC™

Financial Advisor
847.564.7146
Jared Korn
Financial Advisor
847.564.7144
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Theodore D. DeGaetano, Jr.
Employee Benefits Specialist
Bank of America, N.A.
Kelly Crosse, LUTCF
Regional Insurance Strategist
Crump Life Insurance Services, Inc.
Casey L Glisson
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1077099
Expand to see all specialists
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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

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