Chicago Office Team Members

Laura Davis, CLU, ChFC

Financial Advisor

847-701-1222

847-233-0707

laura_davis@advancedstrategiesllc.com

Assistant: Eric Diazeric_diaz@advancedstrategiesllc.comP: 847-701-1223F: 847-233-0707

Annette Hammortree CLTC, RICP

Financial Advisor

847-701-2301

815-788-7430

ahammortree@hammortreefinancial.com

https://www.hammortreefinancial.com/

Assistant:
Meg Anderson
manderson@hammortreefinancial.com
Lynn Mackeben
lmackeben@hammortreefinancial.com

As the owner of Hammortree Financial Services, Annette specializes....

Tim Urban

Financial Advisor

815-526-7943

815-788-7430

turban@hammortreefinancial.com

Assistant:Meg Andersonmanderson@hammortreefinancial.com815-788-7420 ext 204 Tim has been providing comprehensive financial planning to his clients since 2014. By specializing in family planning and strategies for small business owners,...

Avery Tomlin

Financial Representative

815-788-7420

815-788-7430

atomlin@hammortreefinancial.com

Avery recently began working full-time with Annette and her team after graduating from Butler University. She has lived in Crystal Lake her entire life and is working on getting licensed to become a Financial Advisor with the team. In...

Cooper Tomlin

Financial Advisor

815-788-7420

815-788-7430

ctomlin@hammortreefinancial.com

Cooper has joined the team full-time following his internship, he provides internal support to Annette and her team. Currently, he is working on getting licensed to join the team as a Financial Advisor. Cooper recently graduated from...

Martha Durcan

Client Relations Manager

815-788-7420

815-788-7430

mdurcan@hammortreefinancial.com

Martha joined Hammortree Financial Services in September, 2023. In her role as Client Relations Manager, Martha supports HFS advisors with scheduling, client analysis and day to day operations. Martha lives enjoys tennis, travel and...

Melissa Wasilk

Administrative Assistant

815-788-7420

815-788-7430

mwasilk@hammortreefinancial.com

Melissa provides Internal Administrative Support to Annette Hammortree and has been doing so for the past 26 years. She takes the lead on insurance business processing, commission and expense reporting, as well as para-planning for...

Sabrina Michaels

Client Services Coordinator

847-701-1223

847-233-0707

sabrina.michaels@advancedstrategiesllc.com

Zoe Mazza

New Business Coordinator

847-701-1223

847-233-0707

zoe@advsd.com

Zoe Mazza is the New Business Coordinator at Advanced Strategies & Design. LLC. Zoe grew up in Waukesha, WI and has been living in Chicago for the last five and a half years (go Cubs!). She is a graduate from DePaul University and has...