Our Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people seek to better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Mark LeFevre

Financial Professional

(847) 221-8266

mark.lefevre@lpl.com

As a seasoned Wealth Advisor with Heritage Wealth Group in Palatine, Illinois, I bring over 46 years of expertise in guiding individuals and families toward achieving their life goals. My passion lies in crafting personalized financial...

Todd LeFevre

todd.lefevre@lpl.com

I graduated from Augustana College in Rock Island, Illinois (go Vikings!) with a Degree in Business Administration and a concentration in Finance. After spending a few years working in Compliance, learning the rules and regulations of...

Larry Schmitt

larry.schmitt@lpl.com

I attended Luther College in Deborah, IA, graduating with a double major in accounting and economics. Shortly after graduating, I received my CPA certificate as well. Early in my career I worked for a national accounting firm and was...

Maria Vlahos

maria.vlahos@lpl.com

Client service Associate with Heritage Wealth Group in Palatine Illinois.My love for providing people with excellent, personable service and assistance has kept me going for the past 45 years in the banking and financial industry.When...