Meet Our Team

Frank is a Founder, Managing Partner, Financial Advisor at Verismo Financial. He provides investment planning and management for families. He is a Certified Financial Planner and a Certified Public Accountant (licensed but non-practicing) and graduated from DePaul University with bachelor's degrees in finance and marketing.

Beyond wealth management, he has been active in oratorio and opera for the past 15 years. His performances have been heralded by The Chicago Tribune and Sun Times as “both vocally and comically perfect.” Frank serves as a director at the Union League Club of Chicago, on the Lyric Opera of Chicago's Guild board, and for the Luminarts Foundation.

CA Insurance License 0G24488, Resident State IL

Craig is a Founder, Managing Partner, Financial Advisor at Verismo Financial. Craig joined the firm in 2000 as a Family Wealth Associate and brings forward experience and passion for helping his clients with their long-term planning goals. Craig focuses on investment plans designed to create sustainable income for clients as they transition into their retirement. Craig holds a CFP and is insurance licensed.

Craig Graduated from Columbia University where he studied economics. Outside of work, Craig enjoys spending time with his wife, three kids and four dogs. He is also an avid bicyclist and enjoys playing hockey.

CA Insurance License 0D71191, Resident State IL

Molly is a Partner, Financial Advisor, Branch Manager at Verismo Financial. As a Financial Advisor, she provides individuals and families with in-depth investment planning and investment management. She is passionate about helping others and building a better future for her clients. Molly has been in the financial industry for over 4 years and is a CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant (CPA), now non-practicing.

Prior to her role at Verismo Financial, Molly attended the University of Colorado where she graduated with a B.S. in Personal Financial Planning and a M.S. in Accounting. From there, she worked within worked within Deloitte’s Audit Group, primarily focusing on public clients in the financial and insurance sectors.

Molly grew up in Barrington – a Northwest suburb of Chicago. Outside of the office, Molly enjoys volunteering at the Almost Home Pet Foundation and spending time with her dog – Benny. She also enjoys skiing, hiking, reading and relaxing with her family.

Jenny is the Senior Vice President, Group Director, Senior Registered Client Administrator at Verismo Financial. She serves as lead administrator with a focus on all functions of the team including client service, development and implementation of client strategies and overseeing team coordination.

Jenny graduated with a finance degree from the University of Arizona and began her career at Morgan Stanley in 1994 with The Chicago Group. She obtained her Certified Financial Planning designation in 2001.

Tracy is an Executive Vice President, Operations Manager, Senior Registered Client Analyst at Verismo Financial. She began working with The Chicago Group in 2010 as its Consulting Group Analyst. At Verismo Financial, she helps develop an asset allocation strategy for clients, while also responsible for researching and evaluating investment managers and preparing client reviews.

Prior to joining Verismo Financial, Tracy worked as a Consulting Group Analyst for the Midwest Region of Morgan Stanley. In this role, she assisted financial advisors throughout the Midwest with investment policy statements, customized investment manager searches and educated advisors on various Consulting Group products.

Tracy graduated from Indiana University with a BA in Economics. She went on to attend DePaul's Kellstadt Graduate School of Business and obtained her MBA in Finance.

Scott is a Chief Investment Officer, Executive Vice President at Verismo Financial. With more than 10 years of investing and trading experience, he focuses on developing and managing proprietary strategies and tailored solutions for clients. Scott was previously an institutional trader for a value-oriented institutional asset manager. Prior to that, he worked on the trading floor of a regional investment bank.

Scott attended the University of Virginia, where he received both a Bachelor and Master of Science in Systems Engineering. He also holds the Chartered Financial Analyst and Chartered Market Technician designations and is an active member of the Security Traders Association of Chicago.

Yaelle is a Vice President, Senior Registered Client Associate, Marketing Manager with Verismo Financial. She assists in managing the daily operations and administrative functions while aiming to provide high-level service to clients. In addition to client support, Yaelle is responsible for implementing marketing and social media strategies on behalf of the team.

Yaelle grew up in the Seattle area. Upon graduating from Western Washington University in 2017, she set out for a new adventure and moved to Chicago. In her free time, she enjoys hiking, running along the lake and checking out new restaurants with her friends.

Tess is a Registered Client Associate, Branch Administrator at Verismo Financial. Prior to Verismo Financial, she spent 20 years on the floor of the Chicago Mercantile Exchange. Beginning as a runner and working her way to the top step of the Eurodollar Options pit as a filling broker, she became the owner of her own brokerage group. The financial crisis and automation required a pivot which led her into entrepreneurship as the owner/operator of a catering company. Returning to her roots in the financial industry during Covid has been exciting and challenging. She attained her Series 7 & 66 registrations at home while her kids learned remotely too. She now offers client support in all areas at Verismo Financial.

Tess is a lifelong Chicagoan and is raising 2 children in the city. She loves the outdoors. Summers find her either in her community garden or at outdoor yoga classes throughout the city.

Sophie is a Registered Client Associate at Verismo Financial. She graduated from Southern Illinois University in 2022 and holds a BA in Political Science with specializations in International Affairs and Pre-Law.

Sophie was born in Sweden and moved to Chicago at a young age. Although no longer a Swedish resident, she maintains her fluency by keeping close contact with family at home and abroad.

In Sophie’s free time, she enjoys gardening, skiing, and taking care of her two chihuahuas, Kirby and Cleo. She has a strong interest in Classics, having visited over fifty ancient historical sites spanning over five continents.