About Us

FourStar Wealth Advisors is a Registered Investment Advisor 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 Advisor 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

Client Services & Development Associate

Tammy Roman of Fourstar Wealth Advisors

Tammy Roman

Client Services Associate

Brian Kasal

Founder / CEO

Brian Kasal is the CEO and founder of FourStar Wealth Advisors LLC, an SEC Registered Investment Advisor 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 Advisor 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 a Registered Investment Advisor 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, LLC 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

Client Services & Development Associate

Christianna Casey joins FourStar as a Client Service and Business Development Associate with a diverse background in client support, project management, and collaborative environments.

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

Advisors | Chicago, IL

Brian Kasal of Fourstar Wealth Advisors

Brian Kasal

Founder / CEO

David Bonifield of Fourstar Wealth Advisors

David Bonifield

Investment Advisor Representative

Mark Harmon of Fourstar Wealth Advisors

Mark Harmon

Investment Advisor Representative

Mike Wyrostek of Fourstar Wealth Advisors

Mike Wyrostek

Investment Advisor Representative

Gene Witt of Fourstar Wealth Advisors

Gene Witt

Investment Advisor Representative, CFP®

Mark Karstrom of Fourstar Wealth Advisors

Mark Karstrom

Investment Advisor Representative

Brian Kasal

Founder / CEO

Brian Kasal is the CEO and founder of FourStar Wealth Advisors LLC, an SEC Registered Investment Advisor 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

David Bonifield

Investment Advisor Representative

David brings over 27 years of business and management experience to the firm, having spent the last 15 years in the financial services industry in various areas ranging from wealth management, hedge funds, venture capital, and investment banking.

Phone: 800-888-5164 ext:210

Email: dbonifield@fourstarwealth.com

Mark Harmon

Investment Advisor 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 Advisor Representative

Mike Wyrostek has been a financial advisor for over 30 years. As a Registered Investment Advisor 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 Advisor 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 Advisor 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

Advisors | Reno, NV

Kenneth Roberts of Fourstar Wealth Advisors

Kenneth Roberts

Investment Advisor Representative

Kenneth Roberts

Investment Advisor 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 Advisor Representative, CLU®, CHFC®

John Rice

Investment Advisor 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 Advisor Representative RLP, CLU, ChFC, CFS

Kurt Mogilnicki of Fourstar Wealth Advisors

Kurt Mogilnicki

Investment Advisor Representative

Christopher L. Dowley

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

Teresa King of Fourstar Wealth Advisors

Teresa King

Investment Advisor Representative

Cathy Bearce

Investment Advisor 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 Advisor 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 | Salt Lake City, UT

Paul Maher of Fourstar Wealth Advisors

Paul Maher

Investment Advisor Representative

Paul Maher

Investment Advisor Representative

Paul Maher is an investment professional committed to help his clients reach their financial goals with three key qualities: Transparency, Consistency & Trust

Phone: 800-888-5164 ext:219

Email: pmaher@fourstarwealth.com

Advisors | San Jose, CA

Craig Martin of Fourstar Wealth Advisors

Craig Martin

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

Peggy Martin of Fourstar Wealth Advisors

Peggy Martin

Investment Advisor Representative, CHFC®, CASL®

Craig Martin

Investment Advisor 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 Advisor 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 | Wayne, NJ

David Bindelglass of Fourstar Wealth Advisors

David Bindelglass

Investment Advisor Representative, CRPS

David Bindelglass

Investment Advisor 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

Advisors | Westminster, CO

Mitch Bloom of Fourstar Wealth Advisors

Mitch Bloom

Investment Advisor Representative

Mitch Bloom

Investment Advisor 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