With the heart of a teacher, the passion of an athlete, and the knowledge of a seasoned professional, I equip my clients to achieve lasting financial security.

Before becoming a Wealth Management Advisor, I practiced as a physical therapist. While finance and physical therapy may seem unrelated on the surface, my clinical training informs my approach to serving clients in my practice, Cappelle Wealth Management. Just as physical therapists diagnose complex issues and help patients reach their goals through a focused process, financial advising requires a willingness to look beyond the obvious, understand relationships between many different components, and guide clients toward their goals. My team and I are skilled at getting to the root issues, managing ambiguity, and problem-solving to achieve meaningful results.

Committed to working alongside our clients, we take a collaborative, client-centric approach. Over time, our clients often become friends and trust us to deliver accurate, personalized financial expertise, no matter what life holds. Whether our clients are considering a career transition or have a financial goal of investing in property, they know they can rely on my team and me for a thoughtful perspective that acknowledges their entire financial picture.

While my name is represented in the business, our clients benefit from so much more than my own expertise.

If you’re interested in learning more about what makes Cappelle Wealth Management so unique, please browse our website or feel free to reach out to me and my team directly.

I earned a Bachelor of Science degree in math and a master’s degree from Marquette University. I enjoy being active with the MU alumni community and supporting both Feed My Starving Children and Alex’s Lemonade Stand Foundation. I love spending time with my daughters, Grace and Ella. "Do It Yourself" home projects are also a bit of a hobby, and I’m always up for a round of golf with friends.

Miles has a detailed and client-focused approach to planning. He helps clarify goals to determine a comprehensive solution with your best interest in mind. Over the years, he will remain present, ensuring your plan grows along with you. With the support of his specialist team, he serves as an advisor for business 401(k) retirement plans. Miles began his career in 1985 in the Chicagoland area and moved to Colorado in 2014. He shares a passion for golf with Marty and is also a classical pianist. He is excited to join the Cappelle Wealth Management team and help clients join the movement of Playing Life Differently.

As a financial advisor, Nick adds confidence and clarity to his client's financial lives. He builds strategic and intentional financial plans to align with their goals. He enjoys working with clients who are forward-thinking & high-achieving individuals and families looking to grow and protect financial wellness, both now and in the future.

Emily Laricchia is a CFP® professional and is dedicated to helping our clients successfully create a financial plan to secure future ambitions. She works hard to design a long-term plan around the specific goals of each client; and with that in mind, she reviews and enhances each individualized plan to help ensure that it grows with the financial needs of her clients. Delivering exceptional service is the highest priority for Emily and our team. Because this is our highest priority, we stay up to date with industry trends and education. Emily has her Illinois State Life and Health Insurance License, Long Term Care License, and FINRA Series 6, 63, & 7 Securities Licenses. She plans on participating in the Chicago Marathon and is heavily involved in Northwestern Mutual philanthropies, Alex’s Lemonade Stand and Feed My Starving Children.

Carrie manages the day to day operations and is responsible for the preparation of and follow-up on information for all client meetings. She is also engaged in providing an excellent client experience. Carrie has been with Northwestern Mutual for over 10 years and joined Cappelle Wealth Management in 2013. She is life and health Insurance licensed and holds her FINRA Series 6 & 63 registration in the state of Illinois. Carrie loves spending time with her husband, Cory, and son. In her free time, she enjoys Orangetheory, running, yoga and she has a passion for volleyball. She is a supporter of Alex’s Lemonade Stand Foundation, Ronald McDonald House, Feed My Starving Children, and Bear Necessities.

Lexi Ciontea assists with client meeting preparations while also managing many of the day-to-day operations. She is focused on continuing to provide the exceptional service that Cappelle Wealth Management has given their clients for nearly 20 years. Lexi provides clients with the personalized support they need to implement and manage their evolving financial planning needs. She is Life & Health Insurance licensed in IL and holds her Series 7. Lexi loves spending time with her husband, Jeff, and two kids. In her free time, she enjoys gardening, baking and golfing. Lexi is looking forward to getting involved with Northwestern Mutual philanthropies. She is already actively involved with the D57 Education Foundation as a board member and supporting her alma maters, University of Cincinnati & The Ohio State University. As a former engineer, Lexi has a passion for showing girls how exciting STEM/STEAM education can be and loves to find ways to be involved in those activities.

Karen assists clients of Cappelle Wealth Management with their inquiries and requests as well as some of the daily operations. With her attentive nature and exemplary service skills, Karen ensures each client's experience with the Cappelle Wealth Management team is exceptional. Starting with Northwestern Mutual in 2008, her tenure in the industry gives clients an experienced resource they can trust. She holds an Illinois and Colorado Life & Health Insurance licenses as well as her Series 7.