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.
AIF®
CFP®
J.D., LL.M.
CFP®
Our team is passionate about philanthropy and believes in the power of giving back to the community. We not only commit to this personally, we also work with our clients who choose to include charitable giving as part of their financial plans.
In addition to being active in his church, Norm has a passion for helping babies and children in need. Locally, this takes the form of support for special needs organizations such as Trinity Services, Greetings Galore & more, Special Olympics Illinois, and The Miracle League, which teaches special needs children the joy of baseball. Globally, Norm's family sponsors children in Ghana through Compassion International and started a Baby and Mom Survival Program there, which provides essential care from pregnancy through a baby’s first year of life. They also support World Relief's efforts to serve the most vulnerable, especially in Malawi.
One of the non-profits closest to Norm and his family's hearts is Compassion International, a non-profit that enables people to help children in need gain the means to escape poverty.
Get the guide that will help you determine when your prime time to retirement is.
If you're at the stage of life where you're trying to accumulate and grow your wealth, how can you be sure you're making the most of these two advantages?
Our guide “Blaze your trail: Ensure your legacy by mapping out a thoughtful wealth transfer strategy” is designed to help you begin that journey and to give you a roadmap to making a legacy plan a reality.
This form will help you provide you and your heirs with easy access to all of your financial information — all in one place.
Annual contribution limits, tax rates and payment requirements
This checklist is designed to help guide you through a variety of tasks when you lose a loved one
On July 4, 2025, the President signed into law an omnibus tax and budget package titled the One Big Beautiful Bill Act (OBBBA). The legislation made key changes to several tax provisions, as well as making permanent many of the provisions.
529 accounts are great vehicles to use to save for college. The money grows tax-free, and there is no tax on distributions as long as it is used for qualifying education expenses.
Your IRA most likely represents a significant portion of your long-term retirement savings and can also play an important role in annual tax planning.
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. © 2026, 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.