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Meet Our Team / Claudia Newell

Claudia Newell

Claudia Newell

AIF®/Vice President

Claudia over 25 years of experience in Wealth Management and Retirement Plan Services. She is responsible for working with individuals and corporations to establish, monitor, and manage their retirement plans, as well as implementing solutions to meet their specific situations. Claudia holds a Bachelor’s degree from North Central College, a certificate in financial planning from DePaul University, and is a graduate of BAI, Series 7 and 6 securities registration and insurance license. Newell was a member of the Lady Lions Club, Women in Banking as well as Habitat for Humanity and Meals on Wheels.

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