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Meet The Team

  • Mark C. Soehn

    Mark C. SoehnMark C. Soehn is a Co-Founder and Principal of Financial Solutions. He has over 20 years of experience in the investment management industry. His primary responsibilities include relationship management, new business development, investment strategy and portfolio management. Prior to co-founding the firm, Mark was a Vice President and Portfolio Manager for Northern Trust Bank and Bank of America where he managed $400 million in investable assets for individuals. Mark received his economics degree from Indiana University. Mark is a member of the Financial Planning Association (FPA), St. Gregory the Great Parish Finance Council and City of Elmhurst Commission on Youth.

  • Scott J. Munkvold, CFP®, CTFA

    Scott J. MunkvoldScott J. Munkvold, CFP®, CTFA is a Co-Founder and Principal of Financial Solutions. He has over 15 years of experience in the financial and estate planning and trust administration industries. His primary responsibilities include relationship management, financial and estate planning and trust administration. Prior to co-founding the firm, Scott was a Vice President and Trust Administrator for Northern Trust Bank where he was responsible for $330 million under administration. Scott received his economics degree from Eastern Illinois University and his MBA from DePaul University. Scott also received the Certified Financial Planner and the Certified Trust and Financial Advisor designations. Scott is a member of the Financial Planning Association and the Chicago Estate Planning Council. Scott is also a Board of Director for the Spina Bifida Association of Illinois.

  • Scot A. Jurczyk, CFA

    Scot A. Jurczyk, CFAScot A. Jurczyk, CFA is a Co-Founder and Principal of Financial Solutions. He has over 15 years of experience in the investment management industry. His primary responsibilities include investment strategy and portfolio management. Prior to co-founding the firm, Scot was a Vice President and Portfolio Manager for Bank of America - Private Advisory Services where he managed $400 million in investable assets for individuals. Scot received his finance degree from the University of Illinois at Chicago with high honors and the Chartered Financial Analyst designation from the Association for Investment Management and Research. Scot is a member of The Investment Analysts Society of Chicago.

  • Douglas W. Bennington, CFA

    Douglas W. Bennington, CFADouglas W. Bennington, CFA is a Partner and Senior Portfolio Manager of Financial Solutions. He has over 15 years of experience in the investment management industry. Doug's primary responsibilities include relationship management, investment strategy and portfolio management. Prior to joining the firm, Doug was a Senior Portfolio Manager at InterOcean Capital. Prior to working at InterOcean Capital, Doug served as a Senior Portfolio Manager for Bank of America - Private Advisory Services where he managed $400 million in investable assets for individuals and foundations. Doug received his finance degree and MBA from Northern Illinois University. Doug also received the Chartered Financial Analyst designation from the Association for Investment Management and Research. Doug is a member of the Investment Analyst Society of Chicago (IASC).

  • Alan M. Gunn, CTFA

    Alan M. GunnAlan M. Gunn, CTFA is a Relationship Manager of Financial Solutions. He has over 15 years of experience in the financial planning, estate planning and trust administration industries. Alan's primary responsibilities include relationship management, new business development, financial and estate planning and trust administration. Prior to joining the firm, Alan was a Vice President and Trust Administrator for Bank of America where he was responsible for $350 million of personal trust, foundation and guardianship assets under administration. He received his B.A. from Lawrence University and his MBA from the University of Chicago. Alan also received the Certified Trust and Financial Advisor designation from the Institute of Certified Bankers. Alan is a member of the Chicago Estate Planning Council and the Greater North Shore Estate and Financial Planning Council. He also serves on the Cathedral Chapter of St. James Cathedral in Chicago.

  • Marie Beckman, CFP®

    Marie BeckmanMarie Beckman, CFP® is a Partner and Relationship Manager of Financial Solutions. She has over 30 years of experience in the investment management industry. Marie's primary responsibilities include relationship management, investment strategy and portfolio management. Prior to joining the firm, Marie was a Principal of A. Robert Taylor Financial Advisory Services. Marie received the Certified Financial Planner (CFP) designation from the CFP Board of Standards. Before helping to build A. Robert Taylor Financial Advisory Services, Ltd., Marie spent 15 years consulting with non-profit organizations on the development of human and financial resources. She received her MBA from Loyola University of Chicago and her Bachelor's degree in Music Performance from Indiana University Bloomington. Marie has served on the Board of Directors of CUBE Contemporary Chamber Ensemble and Haven Youth and Family Services, and is a chorister with Chicago Master Singers.

  • Edward W. "Tad" Gray III, CFP®

    Tad GrayTad Gray, CFP® is a Relationship Manager of Financial Solutions and relies on 20 years of experience in the financial markets which includes advising companies on managing their financial risk. This gives him the ability to understand complex financial situations and solutions, and to communicate them in a clear and understandable way. Prior to joining the firm, Tad was a Financial Advisor with Morgan Stanley where he provided investment and financial planning to individuals and their families.

    Tad earned an MBA from the Wharton School of the University of Pennsylvania. He received the Certified Financial Planner (CFP) designation from the CFP Board of Standards; and he is a member of the Financial Planning Association (FPA).

    Tad holds a degree in music from the University of Colorado, and continues to enjoy presenting chamber music concerts with his family.

  • Chad J. Rawleigh, CFA

    Chad J. RawleighChad J. Rawleigh, CFA is a Relationship Manager at Financial Solutions. He has over 15 years of experience in the financial services industry. Chad’s primary responsibilities include relationship management, new business development, investment strategy and portfolio management. Before joining Financial Solutions, Chad spent 3 years at The Charles Schwab Corporation as a Relationship Manager consulting to Registered Independent Advisory (RIA) firms throughout Illinois and Wisconsin. Chad earned a Bachelor of Science in Finance from the University of Illinois, holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Society of Chicago.

  • Jeff Weinmann

    Jeff WeinmannJeff Weinmann is the Operations Manager for Financial Solutions. He has over 10 years of experience in Operations Management within the Financial Services industry. Jeff’s primary responsibilities include account maintenance, client service, quarterly and annual reporting, and providing support to the principals, partners and relationship managers of Financial Solutions. Prior to his career in Financial Services, Jeff spent nearly 10 years in Non-Profit Management working for organizations serving disadvantaged youth and providing programs for literacy, education, healthcare and economic development.