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Aspire Planning Group


Grayslake

Julie Hupp

Julie Hupp, CFP®, MBA

President

(847)231-0990

(847)231-0991

Connie Gross

Connie Gross

Administrative Manager

(847)231-0990

(847)231-0991

Cindy Mittlestaedt

Cindy Mittlestaedt, CFP®

Associate Advisor

(847)231-0990

(847)231-0991

Vertex Planning Partners


Downers Grove

Christopher Huston

Christopher Huston, CIMA, CAIA, AIFA, AIF

Director of Portfolio Management

Gregory Benner

Gregory Benner, CPWA, CFP, CLU, CHFC, AIF, RMA

Managing Partner

Michael Bellis

Michael Bellis, CFP, CLU

Managing Partner

Our Extended Team: Tax, Insurance, Legal, and Investment Professionals

We utilize a team of outside professionals as necessary and based on the complexity of your individual situation. Aspire Planning Group prides itself on being well connected and in sharing those connections with our clients.

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