About Us

FourStar Wealth Advisors is a Registered Investment Adviser firm headquartered in Chicago. FourStar Wealth is an independent firm without the conflicts or restrictions of the old school firms. Money and wealth are tools to help investors get where they are going and achieve their hopes and dreams. We would like the opportunity to help you realize your hopes and dreams by achieving your financial goals.

The FourStar Difference

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

build. live. share.

LEARN MORE ABOUT OUR APPROACH

MEET OUR TEAM

Corporate Team

Brian Kasal of Fourstar Wealth Advisors

Brian Kasal

Founder / CEO

Tripti Kasal of Fourstar Wealth Advisors

Tripti Kasal

Non-operating Co-owner

Chris Reardon of Fourstar Wealth Advisors

Chris Reardon

Director of Development

Laura Swanson of Fourstar Wealth Advisors

Laura Swanson

Investment Adviser Representative & Director of Operations

Kristine Wonneberg of Fourstar Wealth Advisors

Kristine Wonneberg

Marketing Director

Karen Harting of Fourstar Wealth Advisors

Karen Harting

Operations Manager, Eastern Region

Bryan Principe of Fourstar Wealth Advisors

Bryan Principe

Client Liaison

Tucker Dunn of Fourstar Wealth Advisors

Tucker Dunn

Financial Planner and Portfolio Management Associate, CFP®

Jack Walsh of Fourstar Wealth Advisors

Jack Walsh

Financial Advisor Consultant - Firm Practice

Cheryl Rabin of Fourstar Wealth Advisors

Cheryl Rabin

Client Services Associate

Christianna Casey of Fourstar Wealth Advisors

Christianna Casey

Business Development - Transitions Coordinator, Diversified Alternative Funds Coordinator, Investment Adviser Representative

Tammy Roman of Fourstar Wealth Advisors

Tammy Roman

Client Services Associate

Cooper Lawrence of Fourstar Wealth Advisors

Cooper Lawrence

Client Services Associate & Investment Adviser Representative

Evan Kasal of Fourstar Wealth Advisors

Evan Kasal

Evan Kasal, Transitions & Recruiting

Brian Kasal

Founder / CEO

Brian Kasal is the CEO and founder of FourStar Wealth Advisors LLC, an SEC Registered Investment Adviser firm headquartered in Chicago. Brian holds an MBA from the University of Chicago’s Booth School of Business and has been a guest lecturer for their MBA program.

Phone: 800-888-5164 ext:201

Email: bkasal@fourstarwealth.com

Tripti Kasal

Non-operating Co-owner

Tripti Kasal has been a Principal and Non-operating Co-owner since FourStar’s inception. She is currently the Senior Vice President of Residential Sales at Baird & Warner and has over 25 years of experience in the real estate industry.

Email:

Chris Reardon

Director of Development

Chris Reardon joins the new FourStar Wealth Advisors after two years working directly for the CEO of another Independent Investment Management firm, Stratos Wealth Partners near Cleveland, managing over 6 Billion in assets.

Phone: 800-888-5164 ext:202

Email: creardon@fourstarwealth.com

Laura Swanson

Investment Adviser Representative & Director of Operations

Laura has 20 years of experience in the financial industry with the majority of the time spent in Institutional Fixed Income. Laura attended DePaul University and lives in the Naperville/Aurora area.

Phone: 800-888-5164 ext:203

Email: lswanson@fourstarwealth.com

Kristine Wonneberg

Marketing Director

Kris joins Four Star Wealth Advisors after a career that includes marketing for Critikon a division of Johnson and Johnson. Kris was also an administrator for several nurse staffing agencies , a consultant and case manager to insurance companies, and a co-founder of the Open Heart team in the Operating Room at Loyola Medical Center.

Phone: 800-888-5164 ext:204

Email: kwonneberg@fourstarwealth.com

Karen Harting

Operations Manager, Eastern Region

Karen Harting joins FourStar Wealth Advisors, LLC after four years at Fieldstone Financial. She brings over 25 years of experience in the financial services industry, focusing on operations, client services, and compliance.

Phone: 800-888-5164 ext:303

Email: kharting@fourstarwealth.com

Bryan Principe

Client Liaison

Bryan Principe is an Investment Adviser Representative (IAR) and Client Liaison at FourStar Wealth Advisors, LLC.  Having a total of ten years of prior securities industry experience, Bryan has worked in roles including fraud detection/prevention, high net worth services and high net worth operations.

Phone: 800-888-5164 ext:213

Email: bprincipe@fourstarwealth.com

Tucker Dunn

Financial Planner and Portfolio Management Associate, CFP®

Tucker Dunn joins FourStar Wealth Advisors, LLC after working for a year-and-a-half at another financial advising firm. Tucker graduated cum laude from Virginia Tech with a B.S. in Finance.

Phone: 800-888-5164 ext:215

Email: tdunn@fourstarwealth.com

Jack Walsh

Financial Advisor Consultant - Firm Practice

With almost forty years of industry experience, Jack Walsh worked in the Chicago Mercantile Exchange at a time that saw the growth of financial derivatives during the creation and introduction of the Euro.

Phone: 800-888-5164 ext:226

Email: jwalsh@fourstarwealth.com

Cheryl Rabin

Client Services Associate

Cheryl Rabin joins FourStar Wealth Advisors with over 6 years of experience in the financial services industry, focusing on client services and operations.

Phone: 800-888-5164 ext:214

Email: crabin@fourstarwealth.com

Christianna Casey

Business Development - Transitions Coordinator, Diversified Alternative Funds Coordinator, Investment Adviser Representative

Christianna Casey is the FourStar Business Development - Transitions Coordinator, Diversified Alternative Funds Coordinator, and Investment Adviser Representative

Phone: 800-888-5164 ext:229

Email: ccasey@fourstarwealth.com

Tammy Roman

Client Services Associate

Tammy Roman joins FourStar as a Client Services Associate with over 10 years of experience in the financial industry.

Phone: 800-888-5164 ext:216

Email: troman@fourstarwealth.com

Cooper Lawrence

Client Services Associate & Investment Adviser Representative

Cooper Lawrence is an Investment Adviser Representative and Client Services Associate at FourStar.

Phone: 800-888-5164 ext:246

Email: clawrence@fourstarwealth.com

Evan Kasal

Evan Kasal, Transitions & Recruiting

Evan Kasal joins FourStar Wealth Advisors with a passion for client care.

Phone: 800-888-5164 ext:230

Email: ekasal@fourstarwealth.com

Advisors | Chicago, IL

Brian Kasal of Fourstar Wealth Advisors

Brian Kasal

Founder / CEO

Mark Harmon of Fourstar Wealth Advisors

Mark Harmon

Investment Adviser Representative

Mike Wyrostek of Fourstar Wealth Advisors

Mike Wyrostek

Investment Adviser Representative

Gene Witt of Fourstar Wealth Advisors

Gene Witt

Investment Adviser Representative, CFP®

Mark Karstrom of Fourstar Wealth Advisors

Mark Karstrom

Investment Adviser Representative

John Eberle of Fourstar Wealth Advisors

John Eberle

Investment Adviser Representative

Craig McWilliams of Fourstar Wealth Advisors

Craig McWilliams

Investment Adviser Representative

Brian Kasal

Founder / CEO

Brian Kasal is the CEO and founder of FourStar Wealth Advisors LLC, an SEC Registered Investment Adviser firm headquartered in Chicago. Brian holds an MBA from the University of Chicago’s Booth School of Business and has been a guest lecturer for their MBA program.

Phone: 800-888-5164 ext:201

Email: bkasal@fourstarwealth.com

Mark Harmon

Investment Adviser Representative

For 38 years Mark was a trader in various financial markets. Now, he is fortunate to fuel his passion by helping his clients build and manage their financial assets.

Phone: 800-888-5164 ext:211

Email: mharmon@fourstarwealth.com

Mike Wyrostek

Investment Adviser Representative

Mike Wyrostek has been a financial advisor for over 30 years. As a Registered Investment Adviser Mike believes planning and establishing a firm foundation of quality investments and then building upon that for a secure retirement.

Phone: 800-888-5164 ext:212

Email: mwyrostek@fourstarwealth.com

Gene Witt

Investment Adviser Representative, CFP®

Gene joins FourStar Wealth Advisors with over twenty years of financial experience.  He was a prior owner of several restaurants and was also formerly part of the Lettuce Entertain You Restaurant Group in Chicago.

Phone: 800-888-5164 ext: 220

Email: gwitt@fourstarwealth.com

Mark Karstrom

Investment Adviser Representative

Mark started his career 38 years ago as a personal trust portfolio manager, developing investment expertise managing institutional fixed income portfolios, bank mutual funds, retirement plans and insurance portfolios.

Phone: 800-888-5164 ext: 221

Email: mkarstrom@fourstarwealth.com

John Eberle

Investment Adviser Representative

A thirty-year industry veteran, John takes pride in the fact that he utilized all this time helping high net worth individuals manage their personal balance sheets and income statements.

Phone: 800-888-5164 ext: 235

Email: jeberle@fourstarwealth.com

Craig McWilliams

Investment Adviser Representative

Craig is a wealth manager focused on integrating relative-strength methodology and alternative investment strategies, along with combining options-hedged, leveraged dividend funds to balance risk and reward, when needed.

Phone: 800-888-5164 ext: 225

Email: cmcwilliams@fourstarwealth.com

Advisors | Elmhurst, IL

Sharif Sharif of Fourstar Wealth Advisors

Sharif Sharif

Investment Adviser Representative

Azmi Sharif of Fourstar Wealth Advisors

Azmi Sharif

Investment Adviser Representative

Sharif Sharif

Investment Adviser Representative

Sharif Sharif has been a Financial Adviser in Chicagoland for over 35 years.

Phone: 800-888-5164 ext:233

Email: ssharif@fourstarwealth.com

Azmi Sharif

Investment Adviser Representative

Azmi helps his clients build a financial plan to be financially sound throughout life.

Phone: 800-888-5164 ext:234

Email: asharif@fourstarwealth.com

Advisors | Hartland, WI

Jim McMiller of Fourstar Wealth Advisors

Jim McMiller

Investment Adviser Representative

Jim McMiller

Investment Adviser Representative

Jim joins FourStar with extensive industry experience, having served his clients for over 35 years.

Phone: 800-888-5164 ext:244

Email: jmcmiller@fourstarwealth.com

Advisors | Reno, NV

Kenneth Roberts of Fourstar Wealth Advisors

Kenneth Roberts

Investment Adviser Representative

Kenneth Roberts

Investment Adviser Representative

Kenneth Roberts has been in the securities business for thirty years, with professional experience that includes being a branch manager at A.G. Edwards & Sons in the Incline Village, NV office and as a professional options trader for VTrader Pro.

Phone: 800-888-5164 ext:224

Email: kroberts@fourstarwealth.com

Advisors | Las Vegas, NV

John Rice of Fourstar Wealth Advisors

John Rice

Investment Adviser Representative, CLU®, CHFC®

John Rice

Investment Adviser Representative, CLU®, CHFC®

John Rice joins FourStar Wealth Advisors with over forty years experience as an advisor and in the insurance industry.

Phone: 800-888-5164 ext:416

Email: jrice@fourstarwealth.com

Advisors | Marblehead, MA

Christopher L. Dowley  of Fourstar Wealth Advisors

Christopher L. Dowley

Investment Adviser Representative RLP, CLU, ChFC, CFS

Kurt Mogilnicki of Fourstar Wealth Advisors

Kurt Mogilnicki

Investment Adviser Representative

Christopher L. Dowley

Investment Adviser Representative RLP, CLU, ChFC, CFS

Chris Dowley started his career with a national financial planning firm in 1986. From the beginning, he has been devoted to the financial planning process and has endeavored to deliver concierge level service to his clients to implement their plans.

Phone: 800-888-5164 ext:101

Email: cdowley@fourstarwealth.com

Kurt Mogilnicki

Investment Adviser Representative

Kurt brings over 20 years of diverse experience as a personal financial consultant, corporate management consultant and private investor / lender.  Prior to joining FourStar, Kurt was a Financial Advisor with Merrill Lynch, a Vice President and Financial Consultant at Rockland Trust’s Private Client Investment Management Group, and Managing Director at Brooks, Berkley & Chase.

Phone: 800-888-5164 ext:102

Email: kmogilnicki@fourstarwealth.com

Advisors | Andover, MA

Cathy Bearce of Fourstar Wealth Advisors

Cathy Bearce

Investment Adviser Representative, CFP®, ChFC®, ADPA®, CLU®, CPWA®

Teresa King of Fourstar Wealth Advisors

Teresa King

Investment Adviser Representative

Cathy Bearce

Investment Adviser Representative, CFP®, ChFC®, ADPA®, CLU®, CPWA®

Cathy specializes in helping diverse individuals, high net worth families, small business owners and executives take advantage of opportunities to pursue their personal vision of fulfillment.

Phone: 800-888-5164 ext:304

Email: cbearce@fourstarwealth.com

Teresa King

Investment Adviser Representative

Teresa’s mission is simple: To help women develop confidence in their financial knowledge while building a stronger financial future.

Phone: 800-888-5164 ext:305

Email: tking@fourstarwealth.com

Advisors | Athens, GA

Lamartine “Lam” Hardman IV of Fourstar Wealth Advisors

Lamartine “Lam” Hardman IV

Senior Vice President, Alternative Investments Coordinator, Investment Adviser Representative

Lamartine “Lam” Hardman IV

Senior Vice President, Alternative Investments Coordinator, Investment Adviser Representative

Lam Hardman has developed a tenured professional career spanning 30 years within the financial services industry. This time has afforded Lam the opportunity to experience a lot of industry change- bull markets, bear markets, technology enhancements, industry regulations and trends- and he has learned a lot from it. Like a lot of professions, there is no substitution for experience.

Phone: 800-888-5164 ext: 223

Email: lhardman@fourstarwealth.com

Advisors | Suwanee, GA

Shailesh Negandhi of Fourstar Wealth Advisors

Shailesh Negandhi

Investment Adviser Representative

Shailesh Negandhi

Investment Adviser Representative

Shailesh joins FourStar with over 30 years of experience in wealth management and entrepreneurship.

Phone: 800-888-5164 ext:248

Email: snegandhi@fourstarwealth.com

Advisors | San Jose, CA

Craig Martin of Fourstar Wealth Advisors

Craig Martin

Investment Adviser Representative, MSFS, CFP®, CLU, CHFC

Peggy Martin of Fourstar Wealth Advisors

Peggy Martin

Investment Adviser Representative, CHFC®, CASL®

Craig Martin

Investment Adviser Representative, MSFS, CFP®, CLU, CHFC

With a career spanning more than 40 years, Craig has earned a reputation of using his extensive education, with white-glove personalized service, to meet the needs of his clients.

Phone: 800-888-5164 ext:410

Email: cmartin@fourstarwealth.com

Peggy Martin

Investment Adviser Representative, CHFC®, CASL®

Peggy Martin has devoted more than 35 years of her career to the Financial Services Industry. She holds a Master’s Degree in Financial Services and is a Chartered Financial Consultant (ChFC®) and a Chartered Advisor for Senior Living (CASL®).

Phone: 800-888-5164 ext:411

Email: pmartin@fourstarwealth.com

Advisors | Newport Beach, CA

Mitchell Morrison of Fourstar Wealth Advisors

Mitchell Morrison

Senior Vice President, Alternatives Investment Adviser, FourStar Wealth Advisors, also CEO Eyeballs Financial LLC

Mitchell Morrison

Senior Vice President, Alternatives Investment Adviser, FourStar Wealth Advisors, also CEO Eyeballs Financial LLC

Mitchell Morrison is Senior Vice President, Alternatives Investment Adviser at FourStar Wealth Advisors

Phone: 800-888-5164 ext:228

Email: mmorrison@fourstarwealth.com

Advisors | Wayne, NJ

David Bindelglass of Fourstar Wealth Advisors

David Bindelglass

Investment Adviser Representative, CRPS

Perry Bindelglass of Fourstar Wealth Advisors

Perry Bindelglass

Investment Adviser Representative

David Bindelglass

Investment Adviser Representative, CRPS

David joins FourStar Wealth Advisors with over 24 years of financial experience, having worked with independent, regional and national broker-dealers.

Phone: 800-888-5164 ext:232

Email: dbindelglass@fourstarwealth.com

Perry Bindelglass

Investment Adviser Representative

With firsthand experience as a small business owner, Perry provides top-notch, comprehensive service to his clients. His primary focus is building a planning relationship based on trust.

Phone: 800-888-5164 ext:239

Email: pbindelglass@fourstarwealth.com

Advisors | Sparta, NJ

Ed Muñoz of Fourstar Wealth Advisors

Ed Muñoz

Investment Adviser Representative

Ed Muñoz

Investment Adviser Representative

Ed Muñoz focuses on developing strategies and solutions for high-net-worth individuals, their families, and their businesses to help them meet their short- and long-term financial goals.

Phone: 800-888-5164 ext:241

Email: emunoz@fourstarwealth.com

Advisors | Westminster, CO

Mitch Bloom of Fourstar Wealth Advisors

Mitch Bloom

Investment Adviser Representative

Mitch Bloom

Investment Adviser Representative

Mitchell Bloom is a graduate of the School of Hard Knocks* with a degree in Street Smarts. His clients include high-net worth individuals, families, executives, and business owners.

Phone: 800-888-5164 ext:237

Email: mbloom@fourstarwealth.com

Advisors | Scottsdale, AZ

Chuck Brokop of Fourstar Wealth Advisors

Chuck Brokop

Investment Adviser Representative

Chuck Brokop

Investment Adviser Representative

Chuck Brokop joins FourStar with over thirty years of investment experience.

Phone: 800-888-5164 ext:240 ; 602-750-8615 (mobile)

Email: cbrokop@fourstarwealth.com

Advisors | Leawood, KS

James (Jim) Watkins of Fourstar Wealth Advisors

James (Jim) Watkins

Investment Adviser Representative, CFP®

James (Jim) Watkins

Investment Adviser Representative, CFP®

Jim Watkins hails from Leawood, KS, a city of distinction that offers some of the best BBQ in the Midwest

Phone: 800-888-5164 ext:231

Email: jwatkins@fourstarwealth.com

Advisors | Arlington, TX

Rick English of Fourstar Wealth Advisors

Rick English

Investment Adviser Representative, CAP, ChFC, CLU

Rick English

Investment Adviser Representative, CAP, ChFC, CLU

Rick English has a straightforward mission: To work with his clients to reduce taxes and create tax-free income streams throughout retirement.

Phone: 800-888-5164 ext:243

Email: renglish@fourstarwealth.com

Advisors | Plano, TX

Dan Sklar of Fourstar Wealth Advisors

Dan Sklar

Investment Adviser Representative

Dan Sklar

Investment Adviser Representative

Dan brings more than two decades of experience in the financial industry, previously holding roles at UBS Financial Services, Charles Schwab & Co and JPMorgan Chase.

Phone: 800-888-5164 ext:249

Email: dsklar@fourstarwealth.com