Our Mission: To develop meaningful relationships with our clients - uncovering the true purpose and priorities for their assets while making the process of handling their wealth easy, effective, and manageable.
The Angeletti Group is currently comprised of four roles that work cohesively to provide clients with the best financial services experience. Our focus on integrity ensures our clients are receiving thoughtful advice and helpful strategies to ensure a positive financial future. While many advisors work exclusively in the area of investments, we address the broader picture with a “Concierge” level of service. We want to be our client’s quintessential resource in all their financial needs, serving their family for generations to come.
Managing Director | Senior Investment Consultant
For nearly three decades, Brad has dedicated his professional and personal life to helping others. As a philanthropist, he uses his passion for networking to raise money for multiple causes and charities. As a wealth advisor, he uses his ability to make complex topics easy to understand and seamless to execute for the purpose of improving our clients' lives.
After focusing on a degree in economics at the University of Wisconsin, Brad began his life ambition as a financial advisor in 1992. He joined Baird in 1999 after seeking a firm that supported his vision for helping individuals manage today while planning ahead for tomorrow. He has spent his professional career creating a practice built on earned trust, open communication and serving as a never-ending resource for his clients.
More recently, Brad completed the Mediation Training Certification at Northwestern University School of Professional Studies to better understand the complexity in divorce cases and learn to apply communication skills, objectivity, and creativity to his CDFA® work.
Relationship with Our Clients
Brad specializes in guiding established families and individuals who are going through significant changes in their lives. His core principle is education — demystifying the financial process while clearly defining challenges and opportunities in all areas of wealth. As an Ironman triathlete, Brad understands the importance of dedication and commitment when working to obtain a goal. His approach to client relationships has always been one of true partnership. “I have always enjoyed building deep relationships with my clients and their families. For me, the pinnacle of a relationship is when a family puts their total trust and confidence in me to advise them on any topic...priceless!”
Involvement in the Community
In his spare time, Brad enjoys golf, paddle tennis, traveling and spending time with friends. He supports and raises money for many charities related to autism, cancer and child rights. He focuses on his wife, Gina, and three children, Mia, Sofia and Dominic. He is a coach, mentor and assistant to all of the teams and activities that his children are involved in because he believes family should always come first. “I believe the greatest investment I can make for my future is the balance and success of my children.”
Andi joined Baird in 2012, serving as the team’s financial planner, as well as commanding the team’s next generation and women’s programs. She covers the vast scope of financial planning by being a licensed insurance specialist, an estate specialist and a college planning specialist.
As a financial advisor, Andi aspires to treat each client’s financial situation with the same responsibility and devotion of her own. She aims to make her clients’ financial lives less stressful by providing quality service, guidance and partnership. Andi joined the industry due to her care for people and her desire to build long-term family relationships based on trust and transparency.
Education & Licensing
Andi attended DePauw University in Greencastle, Indiana where she obtained her bachelor’s degree in economics. While in college, she spent two years working as a private wealth management intern before joining the Angeletti Group. She is Series 7 and Series 66 licensed and became a CERTIFIED FINANCIAL PLANNER™ in 2017.
Andi was born in Moline, Illinois and has been a resident of Chicago since September 2015. Andi is also on the Young Professionals Board of Ascend Justice, which advocates for justice for families in the Chicago child welfare system. Personally, Andi enjoys traveling, spending time with her husband, Stamo, and her puppy, Ned, playing sports and exercising.
Associate Financial Advisor
Stratton was born in Dallas, Texas and has been a resident of Chicago since August of 2011. Stratton joined The Angeletti Group at Baird in 2021 with his focus on the financial planning, insurance, and overall wealth management operations of our practice. Having spent the entirety of his career in financial services, Stratton brings a distinguished level of understanding & expertise to our team. Starting with MassMutual as a marketing intern, Stratton eventually expanded his role to oversee their training, development and business processes. In his most recent role, Stratton led & supported advisors, along with their clients, as they ventured through the financial planning process within RBC’s Chicago and Milwaukee complexes.
Stratton is a firm believer that every client deserves the opportunity to create a personalized plan that will provide them the necessary guidance to continue their own unique financial journey. He believes that true Wealth Management is not just about investments, but about how different areas of wealth come together to create a successful financial life. He intends on dedicating his time to executing our 15 Wealth Topics Checklist to help each client feel confident about their experience and progress toward their goals.
In 2015, Stratton proudly obtained his bachelor’s degree in marketing with a minor in sports management from Loyola University in Chicago IL. He has since earned his Series 7 and 66 licenses. Recently, in 2021, he became a CERTIFIED FINANCIAL PLANNER™.
In his free time, Stratton volunteers as a golf coach with “First Tee Chicago”, a youth development initiative of the World Golf Foundation. He also enjoys traveling, playing golf, exploring new restaurants around Chicago & spending time with his partner, Callie and their cat, Tom.
Rebecca joined the firm in 2017 as the branch operations assistant. After quickly displaying her commitment and eagerness to grow, she transitioned into the client assistant role and began working closely with The Angeletti Group and their valued clients. She brings a fresh perspective to the family dynamics we encounter every day and is dedicated to building and maintaining the best possible relationships.
Raised by divorced parents and spending the majority of her life with a single mother, Rebecca felt a special connection to The Angeletti Group and our specialty in providing advice before, during and after a divorce. While earning her bachelor’s degree in family and individual development at Northern Illinois University, she was highly involved in community outreach, serving as a member of Alpha Phi Omega and completing over four hundred hours of community service.
Rebecca was born in the South suburbs of Chicago and has lived in the Northern suburbs since the late 1990s. When she is not dedicating her time to her clients, she enjoys playing and hiking with her five-year-old Beagle, Kiko, as well as adventuring and laughing with her nephew, Shayne.