Advisors at this firm
Peter K
CFP®, Series 65
Libertyville, IL
Inspirion Wealth Advisors, LLC
Peter Kolb is a CFP® and Series 65-licensed advisor at Inspirion Wealth Advisors, LLC with four years of industry experience. Before joining Inspirion in 2021, he worked at AbbVie Inc from 2017 to 2021. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolio accounts and offers tax and corporate planning services, combining advisory with broker-dealer and insurance capabilities.
Myron H
CFP®, Series 63, Series 66
Libertyville, IL
Inspirion Wealth Advisors, LLC
Myron Hazen is a CFP® professional with 24 years of industry experience. He has worked at Inspirion Wealth Advisors, LLC since 2012 and was previously with Purshe Kaplan Sterling Investments for eight years. Hazen serves as a board member of 1PLUS Charity, which supports disabled veterans, and holds a leadership position as assistant warden at St. Lawrence Episcopal Church in Libertyville, IL. Inspirion Wealth Advisors is a team of nine advisors managing approximately $1.24 billion in assets. The firm provides comprehensive wealth management, financial planning, and retirement plan consulting for individual and high-net-worth clients, utilizing a combination of fundamental and technical analysis along with various trading strategies.
Richard K
CFP®, Series 63
Libertyville, IL
Inspirion Wealth Advisors, LLC
Richard Kolb is a CFP® professional with 28 years of experience in the financial services industry. He has been with Inspirion Wealth Advisors, LLC since 2012. Outside of his advisory role, he serves as treasurer on the board of the Michael Matters Organization, a nonprofit based in Chicago. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolios and offers a blend of fundamental and technical analysis, incorporating both long- and short-term trading strategies.
Donald K
Series 65
Libertyville, IL
Inspirion Wealth Advisors, LLC
Donald Kolb is a financial advisor with Inspirion Wealth Advisors, LLC, holding a Series 65 designation. He joined the firm in 2024 and has prior work experience at Baxter Healthcare International and Medline Industries. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap comprehensive portfolio management accounts and offers standalone financial planning and employer retirement plan advisory services, utilizing a mix of fundamental and technical analysis alongside both long- and short-term trading strategies.
Richard Y
Series 63, Series 65
Libertyville, IL
Inspirion Wealth Advisors, LLC
Richard Young is a financial advisor at Inspirion Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Inspirion since 2012. Outside of advisory work, he conducts fixed insurance business through various insurance companies. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolio accounts using a mix of fundamental and technical analysis and offers tax and corporate planning services alongside its advisory and broker-dealer related offerings.
Mark H
CFP®, Series 66
Sarasota, FL
Inspirion Wealth Advisors, LLC
Mark Holmertz is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Inspirion Wealth Advisors, LLC since 2014 and has also worked at Purshe Kaplan Sterling Investments since 2012. Holmertz holds a Series 66 license and sells fixed insurance products, including health, life, disability, and long-term care insurance. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolios using a combination of fundamental and technical analysis and incorporates tax and corporate planning services alongside its advisory offerings.
Richard K
CFP®, Series 65
Libertyville, IL
Inspirion Wealth Advisors, LLC
Richard Kolb is a CFP® with seven years of industry experience, currently serving at Inspirion Wealth Advisors, LLC since 2018. Prior to joining Inspirion, he worked at Baxter International Inc. and Baxalta Inc. He serves on the board of the Michael Matters Organization and owns a management company called Premise Wealth, LLC. Inspirion Wealth Advisors provides comprehensive wealth management, financial planning, and retirement plan consulting to individual and high-net-worth clients, managing discretionary wrap fee portfolio accounts with a blend of fundamental and technical investment strategies.
Erika B
CFP®, Series 63, Series 66
Libertyville, IL
Inspirion Wealth Advisors, LLC
Erika Bateman is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Inspirion Wealth Advisors, LLC since 2014. She holds Series 63 and Series 66 licenses and works from Libertyville, IL. Inspirion Wealth Advisors is a team of nine advisors managing approximately $1.24 billion in assets, providing comprehensive wealth management, financial planning, and retirement plan consulting primarily for individual and high-net-worth clients. The firm offers discretionary wrap fee portfolio management with a combination of fundamental and technical analysis, incorporating both long- and short-term trading strategies along with tax and corporate planning services.
Noah S
CFP®, Series 63, Series 65
Naples, FL
Inspirion Wealth Advisors, LLC
Noah Seidenberg is a CFP® with 25 years of industry experience and has been with Inspirion Wealth Advisors, LLC since 2012. He is the owner of Seidenberg Investment Group, a management company, and also owns Xenon Paddle, a manufacturer and distributor of platform tennis paddles. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolio accounts using a combination of fundamental and technical analysis and offers tax and corporate planning services alongside its advisory and brokerage offerings.