Meet your Mesirow Wealth Management team

We serve our clients through a personal, individualized approach to reaching financial goals, helping build comprehensive wealth plans and guiding important financial decisions through changing markets. 

 

Headshot of Gregg Lunceford

Gregg Lunceford, Ph.D, CFP®

Managing Director, Wealth Advisor | Wealth Management

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David Moore Headshot

David Moore

Wealth Specialist | Wealth Management

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Headshot of Jennifer Lockbaum

Jennifer Lockbaum

Vice President, Client Relationship Specialist | Wealth Management

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Headshot of Shauna Kelly Moran

Shauna Kelly-Moran

Vice President, Client Relationship Specialist | Wealth Management

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We invest in what matters 

Juvenile Protective Association

Gregg and his wife

Gregg and his wife recently attended the 2024 All in for Kids Spring Benefit on May 3. The event was hosted by Juvenile Protective Association (JPA) to raise funds for continued access to services for children in challenged neighborhoods.

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Providing valuable insights

WGN Your Money Matters

Gregg Lunceford, Managing Director recently returned to WGN to discuss how to create a plan to follow through on your financial New Year’s resolutions.

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Helping Chicago's children

Cradles to Crayons event

Mesirow volunteers helped pack backpacks for Chicago youth as part of the 2023 Cradles to Crayon's Backpack-A-Thon at the Daley Center.

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Painting community classrooms

David Moore painting

David Moore recently volunteered to help paint classrooms at the Children's Place Associations Early Learning Center.

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Educating college athletes

Northwestern University

Gregg teamed up with fellow Mesirow wealth advisor Tiffany Irving to provide in-person instruction to Northwestern University football players on the basics of finance. Topics included financial literacy, budgeting and tax planning, and money, banking and investment basics.

Gregg Lunceford

Industry recognition

Gregg was named one of 50 Business Leaders of Color for 2021 by Chicago United. Chicago United notes that these leaders are outstanding examples of what it means to overcome obstacles and biases to navigate the corporate landscape and ascend to leadership with boldness and confidence.

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Exit from work book

Are you ready to “Exit From Work?”

Gregg’s book, “Exit From Work: What Will the New You Look Like?” is written for the growing number of people living longer lives in retirement. Gregg walks you through the many new options you have available in today’s opportunity-expansive world.  Contact Gregg for your copy

 

Insights from Gregg

As a published author and expert on retirement, Gregg provides valuable information about a wide variety of retirement lifestyle issues in print, on radio and via podcasts. 

    Financial and Lifestyle Changes - Realities facing younger generations 
    Individuals in Generations Y (Millennials) and Z may be hit harder financially than those before them. Also, lifestyle goals and other accomplishments may take longer as individuals need more time to establish themselves. Here are a few reasons why.   READ MORE

    What role does financial planning play in retirement satisfaction? 
    Your life in retirement has the potential to exceed the life of your career.  Having a plan—both a financial plan and a plan for how you plan to spend the next 30+ years—has never been more important.   READ MORE

    4 tips to help keep your New Year's financial resolutions on track
    The beginning of each year brings hope as we consider starting something new or making improvements to something we have started.   READ MORE

    Why Gen Z is optimistic about retirement
    Planning for retirement has become increasingly complex due to the elimination of pension plans, rising health care expenses, and the anticipated increase in longevity.  READ MORE

    Having “The Talk” in uncertain times
    Every family should be able to have healthy discussions, but the reality is that for many this may prove challenging.   READ MORE

    Yours, mine & ours: How couples can prepare for retirement
    Preparing for retirement is a marathon – not a sprint – and requires discipline over a long period of time.   READ MORE

    Nine questions all retirees should ask themselves
    Retirement can be a great experience for you to relax, grow and achieve milestones. However, it is much better if you are healthy!   READ MORE

    Have you had “the talk” with your children?
    Discussions between parents and children are not easy and get more complex as we advance to different stages in life.   READ MORE

    Caring for others: Will it impact your retirement?
    Nearly half of Baby Boomers have the responsibility of saving for retirement, raising children and taking care of their parents.  READ MORE

    What should I do with my time in retirement?
    Each new season brings the possibility of new adventures and milestones such as engagements, children, grandchildren, and career opportunities.   READ MORE

    Is early retirement right for you?
    At one time or another you may be offered the opportunity to “retire early” — well before your 65th birthday. It is important to plan for this contingency in advance.  READ MORE

    Making a career transition to retirement
    The aging of the population is creating more conversation around the topic of retirement as individuals try to figure out if and how they would like to transition from their primary careers into a retirement period that may be much longer, and different, than those experienced by prior generations.   READ MORE

    Entrepreneurship as a retirement lifestyle
    Retirement used to mean the end of an era, and was solidified by a person’s complete exit from the workplace. However, today’s Baby Boomers, and those who will follow them, will not be living their grandparents’ retirement lifestyles.   READ MORE

    As published on Forbes.com

    As Many Postpone Big Life Events, Financial Planning Is Crucial  read more

    Should Inheritance Be A Retirement Strategy?  read more

    How Financial Planning Factors Into Retirement Satisfaction  read more

    What is Your Relationship with Money?  read more

    Unanticipated Responsibility: How Will Caring For Others Impact Your Retirement?  read more

    Yours, Mine And Ours: Do Couples Work Together To Prepare For Retirement?  read more

    Entrepreneurship: The Retirement Solution?  read more

    Should Your Retirement Include Work?  read more

    Books & whitepapers

    What is Retirement in the 21st Century?  read more

    Financial Planning for Retirement: A Psychosocial Perspective  read more

    Gregg has been interviewed on numerous podcasts to provide insights into his unique take on retirement planning and life in retirement.

    Repurpose Your Career  listen

    The My Future Impact Show  listen

     

    Mesirow Monday on WGN Radio 720

    How to prepare in case you are forced to retire early.  Gregg returned to WGN to discuss how ageism, natural disasters, and more are affecting retirement.  LISTEN TO THE BROADCAST

    How much money should you plan to have as a caregiver? Gregg  addresses WGN  listeners' concerns about annual caregiving expenses and how to prepare in advance for these possibilities.  LISTEN TO THE BROADCAST

    Caregiver guide and tips.  Gregg  discusses the pitfalls, financial stresses, and resources associated with aging parents.  LISTEN TO THE BROADCAST

    How do couples work together to create a financial plan?  Gregg  discusses how couples can work together to plan financially, especially for retirement.  LISTEN TO THE BROADCAST

    Retirement lifestyle choices.  Gregg discusses how your retirement transition requires social, emotional readiness and financial readiness and how he guides clients as they reimagine retirement.  LISTEN TO THE BROADCAST

    Mesirow does not provide legal or tax advice. Past performance is not indicative of future results. The views expressed above are as of the date given, may change as market or other conditions change, and may differ from views express by other Mesirow associates. This is not a solicitation to buy or sell the securities mentioned. Do not use this information as the sole basis for investment decisions, it is not intended as advice designed to meet the particular needs of an individual investor. Information herein has been obtained from sources which Mesirow believes to be reliable, we do not guarantee its accuracy and such information may be incomplete and/or condensed. All opinions and estimates included herein are subject to change without notice. This communication may contain privileged and/or confidential information. It is intended solely for the use of the addressee. If you are not the intended recipient, you are strictly prohibited from disclosing, copying, distributing or using any of the information. If you receive this communication in error, please contact the sender immediately and destroy the material in its entirety, whether electronic or hard copy. This material is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.

    Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc. ©2024, Mesirow Financial Holdings, Inc. All rights reserved. Any opinions expressed are subject to change without notice. Past performance is not indicative of future results. Advisory Fees are described in Mesirow Financial Investment Management, Inc.’s Form ADV Part 2A. Advisory services offered through Mesirow Financial Investment Management, Inc. an SEC registered investment advisor. Securities offered by Mesirow Financial, Inc. member FINRA and SIPC.