555 E Butterfield Rd.
Suite 212
Lombard, IL, 60148
O: (630) 796-6161
F: (630) 796-6162

Our Designations

As part of our ongoing commitment to our clients, we continually seek knowledge in our industry to be best prepared to address the needs of our clients.

Arthur Michael Connor, CLU®, ChFC®, RHU®, AIF®

Registered Principal, Founder and Partner

CLU® (Chartered Life Underwriter®): For 85 years the CLU® has been the respected risk management credential for advisors. Designees have completed eight or more college-level courses representing an average study time of 400 hours. Topics for required courses include insurance and financial planning, life insurance law, estate planning, and financial planning for business owners and professionals. Elective courses include such advanced topics as income taxes, group benefits, retirement planning, and health insurance. CLU® designees must meet experience and continuing education requirements and must adhere to a high ethical standard. The mark is awarded by The American College, a non-profit educator with the top level of academic accreditation.

ChFC® (Chartered Financial Consultant®): The ChFC® designation has been a mark of excellence for almost thirty years and currently requires nine college-level courses, the most of any financial planning credential. Average study time to earn the ChFC® exceeds 450 hours. Required courses cover extensive education and application training in financial planning, income taxation, investments, and estate and retirement planning. Additional electives are chosen from such topics as macroeconomics, financial decisions for retirement, and executive compensation. ChFC® designees must meet experience requirements and adhere to continuing education and ethical standards. The credential is awarded by The American College, a non-profit educator with an 85-year heritage and the highest level of academic accreditation.
RHU® (Registered Health Underwriter®): The RHU® designee has completed two required and one elective college-level course covering such topics as group benefits, individual health insurance, and managed care. Total average student study time exceeds 150 hours. The credential is offered by The American College, a non-profit educator with an 85-year heritage and the highest level of academic accreditation. RHU® designees must meet experience, ethics and continuing education requirements.

James W. Lohse, ChFC®, CASL®, AIF®

Founder and Partner

ChFC® (Chartered Financial Consultant®): The ChFC® designation has been a mark of excellence for almost thirty years and currently requires nine college-level courses, the most of any financial planning credential. Average study time to earn the ChFC® exceeds 450 hours. Required courses cover extensive education and application training in financial planning, income taxation, investments, and estate and retirement planning. Additional electives are chosen from such topics as macroeconomics, financial decisions for retirement, and executive compensation. ChFC® designees must meet experience requirements and adhere to continuing education and ethical standards. The credential is awarded by The American College, a non-profit educator with an 85-year heritage and the highest level of academic accreditation.
CASL® (Chartered Advisor for Senior Living®): The CASL® credential provides advisors with in-depth training on issues impacting seniors and those planning for retirement. The designation incorporates five required, college-level courses that represent an average total study time of more than 250 hours. Topics include investments, estate planning, health and long-term care financing, and financial decisions for retirement. CASL® designees must meet experience, continuing education and ethics requirements. The credential is awarded by The American College, a non-profit educator with an 85-year heritage and the top level of academic accreditation.

Andrew M. Lohse, CPA/PFS, CRPS®, AIF®

Founder and Partner

CPA (Certified Public Accountant): CPA designees are qualified accountants who have passed the Uniform Certified Public Accountant Examination and have met additional state education and experience requirements for certification. The CPA is issued by the American Institute of CPAs. Pre-requisites require the designee to have two years public accounting experience and 150 semester hours of education. The designee is then required to complete the Uniform CPA Examination. In addition, the designee is required to complete 80 hours of continuing education every two years.
CRPS®-Chartered Retirement Plan Specialist®: The CRPS® program is specifically targeted to provide professionals the knowledge and tools to design, install, and maintain retirement plans for the business community. The CRPS® is issued by the College of Financial Planning. While there are no pre-requisites for the CRPS® the designee must complete an online, instructor led or self-study courses complete with a final online, closed book, proctored exam. In addition, the designee must complete 16 hours of continuing education every two years.
PFS-Personal Financial Specialist: PFS designee’s are CPA’s who have demonstrated proficiency in personal financial planning and possess the knowledge and tolls to effectively assist their clients in managing their personal finances. The PFS is issued the The American Institute of Certified Public Accountant (AICPA). Pre-requisites require designations to be a member of the AICPA, hold an unrevoked CPA certificate by a state authority, have at least two years of full-time business/personal financial planning experience or 3000 hours equivalent experience (including 1000 hours of tax compliance) within the five-year period preceding the date of the PFS application. The designee is then required to complete a minimum of 80 hours of personal financial planning education and a final certification exam. In addition, the designee is required to complete 60 hours of continuing education every three years related to the personal financial planning body of knowledge.