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Honoring Your Lifelong Values

About Legacy Wealth Advisors

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Financial Advisors for Naperville Families

Your Legacy is More than Your Money. It’s Your Story.

When most people think of legacy planning, they think of money. But your legacy is so much more than that. It’s the time you spend with your kids and grandkids. It’s the decades of work you’ve put into your profession. And it’s the values and philosophies you’ve built your life on.

That’s why legacy planning is different with us. By using our experience and wisdom to best serve you, we can help you create a financial plan that honors your life and legacy.

Who We Are

We started Legacy Wealth Advisors because we wanted to provide a multi-generational approach to wealth management. Your money will make an impact long after you are gone, so we seek to create a plan that honors you and that will benefit your children and grandchildren.

Here, we use financial strategies that we’ve implemented in our own families. We want to offer financial services to the Chicago area that serve not just bank accounts, but the people who have faithfully worked, saved, and stewarded them.

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What We Value

While we thoroughly understand the value of money, we know that there are things you cherish more—your family, faith, and the future of both. That’s why we don’t treat you like a number. We treat you like a member of our family.

We honor God in all we do.

Not all of our clients share our faith, but we strive to be good stewards toward the clients God has provided for us.

We grow and develop people.

That includes our own team of professionals and our clients as they steward their family’s resources.

We pursue excellence.

“Good enough” won’t cut it. Every financial plan we develop is carefully tailored and implemented to meet individual clients’ needs.

Meet Our Team

Conveniently located in the Chicago suburbs, the Legacy Wealth Advisors team is just an appointment or phone call away—so you can rest assured that your legacy is in the right hands.

Fernando

Fernando S. Ereneta

CFP®, CKA®

Private Wealth Advisor, RJFS
CEO, Legacy Wealth Advisors

Jennifer Secola

CFP®

Wealth Manager
Kevin

Kevin Fahy

CFP®, CKA®

Wealth Manager

Sandy Browere

FPQP®

Sr. Relationship Manager
Connie

Connie Meyer

Relationship Manager
Caroline Capps

Caroline Capps

Relationship Manager
Seth

Seth Pietrini

COO, Legacy Wealth Advisors
Office Manager, RJFS
Amy Brinkman

Amy Brinkman

Client Service
Associate

Our Home Office Partners

Adam

Adam Nibert

MBA, CFP®

Private Wealth Consultant

Beth Dominguez

CFP®, CPA

Private Wealth Consultant
Lawrence

Lawrence Adam

CFA, CIMA®, CFP®

Chief Investment Officer,
Global Wealth Solutions

Forbes Best in State

Personalized and knowledgeable service is our standard here at Legacy Wealth Advisors. Since 2018, Fernando S. Ereneta has been named Forbes’ best-in-state wealth advisor for the state of Illinois. We are deeply grateful for this recognition, but even more so for the trust of our community. 

In 2023, 2024, 2025, and 2026, we were named best-in-state wealth advising team. We strive to provide this level of excellence to every client, every day—not for the recognition, but for the lasting change we can make in every client’s financial life.

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Get Started With Us

No matter where you find yourself in your financial journey, our team is here to help. Schedule a complimentary, no-obligation consultation with us, even if you’re simply looking for a second opinion. We are happy to offer whatever advice we can!

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Fernando S. Ereneta, CFP®, CKA®

Private Wealth Advisor, RJFS
CEO, Legacy Wealth Advisors

 At a young age, Fernando Ereneta found himself in charge of his family’s legacy after his father’s passing. He became deeply committed to stewarding his family’s resources and building on his father’s legacy. Today, he helps other family stewards preserve and manage their legacies for future generations. His mission is to ensure that these legacies become enduring blessings, not only for their families but for their communities. By taking a holistic, personalized approach, Fernando integrates his vast knowledge of financial strategies with families’ deepest needs and goals, helping them remove the complexity from their financial lives so they can breathe a little easier. 

With a focus on values-driven financial stewardship, Fernando specializes in working with high-net-worth families, business owners, and physicians. His expertise in advanced tax planning and multi-generational wealth strategies helps his clients navigate complex financial landscapes while prioritizing tax efficiency and wealth transfer. Fernando earned his Private Wealth Advisor designation from Raymond James in order to help high-net-worth families and organizations in this area. 

Fernando often collaborates with clients’ attorneys and CPAs to create cohesive financial strategies that align with their personal needs and wishes. His goal is to help clients not only grow their wealth but to give with a warm hand, ensuring their legacy reflects their personal values and blessings to the next generation.

Before joining Raymond James in 2009, Fernando was a Senior Vice President at Smith Barney for 12 years and previously practiced corporate taxation as a CPA with KPMG. He graduated from Marquette University with a B.S. in Accounting. His extensive background in tax and wealth management enables him to deliver sophisticated strategies tailored to each client’s unique situation.

Fernando is also a dedicated member of his community. He serves on the Morton Arboretum Advisory Board and has long been involved with the Philippine Medical Association of Chicago Foundation. As a member and former elder of The Compass Church in Naperville, IL, Fernando embraces his faith in all areas of his life, including his professional work, where his belief in stewardship plays a central role.

Fernando lives in Lisle, IL with his wife and five kids. His passion for helping others experience the joy of giving and the peace of financial independence is apparent in every aspect of his advisory role.

Raymond James is not affiliated with the above organizations and/or charitable causes.

Raymond James and its advisors do not offer tax or legal advice. You should discuss tax or legal matters with the appropriate professional.

Jennifer Secola, CFP®

Wealth Manager

Jennifer Secola’s goal in every client relationship is to guide them through every stage of their financial journey with compassion and trust. As a Wealth Manager, Jenn works closely with clients to create a plan that adapts to life changes, helping them stay on track to achieve financial independence and leave a meaningful legacy. Her approach is rooted in providing financial confidence and reassurance, empowering clients with knowledge and peace of mind.

Jenn holds the CERTIFIED FINANCIAL PLANNER® designation. She provides value to her clients every day by putting their financial interests first and developing holistic plans to get them where they want to be. Her expertise includes a deep understanding of wealth management strategies, tax mitigation, and long-term planning. She holds Series 7 and 66 licenses, qualifying her as a skilled investment advisor. As an active member of a Kingdom Advisors study group, Jenn also believes that faith and finance can work together, and offers biblical guidance to her clients who share those values.

After graduating from Indiana University, Jenn’s career in wealth management began as an intern at PaineWebber, where she discovered her passion for helping clients navigate their finances. Since entering the financial services industry in 1997, she has gained extensive experience working with firms like Charles Schwab and LPL Financial. She joined Legacy Wealth Advisors in 2018, bringing over two decades of expertise in holistic financial planning, focusing particularly on serving family stewards and business owners.

Now living in Cave Creek, Arizona, Jenn and her husband, Brett, are active members of the North Ridge Campus of Scottsdale Bible Church. They enjoy outdoor activities such as hiking and biking, and love spending time with their two adult daughters. 

Kevin Fahy, CFP®, CKA®

Wealth Manager

Kevin is led by a passion to help others and a desire to develop meaningful relationships with clients. He believes that valuable financial guidance means understanding why money holds importance to you and focusing on how to make better money decisions on the path towards financial freedom. He enjoys helping clients assess what is most important in their life and determine how their money can be used as a tool to support and enhance these goals, wishes, and priorities.
 
After graduating from Taylor University, Kevin began his career as a financial advisor in 2016, most recently as a Financial Consultant at Fidelity. He is a CERTIFIED FINANCIAL PLANNER® professional with expertise in wealth management strategies including retirement planning, income planning, tax optimization, and investment management. Kevin works closely with clients’ attorneys and CPAs to streamline their financial lives and provide comprehensive tailored solutions.
 
Kevin lives in Elburn with his wife Julia and three children. They are active members of Highpoint Church in North Aurora. Kevin enjoys golf and all things Chicago sports. However, at this point in life, Kevin’s time and energy is dominated by those three young children.

Sandy Browere, FPQP®

Sr. Relationship Manager

As a Sr. Relationship Manager at Legacy Wealth Advisors, Sandy Browere provides exceptional service and hospitality to clients as soon as they walk in the door. Sandy is dedicated to delivering quick, accurate solutions and prides herself on maintaining strong, long-term relationships with clients. Her client-centric approach reflects Legacy Wealth Advisors’ commitment to personalized, values-driven service.

With over 15 years of experience in the financial and insurance industries, Sandy brings a wealth of expertise to her role. Her experience includes eight years in a similar capacity at a large wealth management firm. She is a Financial Planner Qualified Professional and previously earned the Chartered Retirement Planning Counselor (CRPC®) designation, underscoring her commitment to helping the team with any of their clients needs so they can navigate complex financial decisions with confidence.

Sandy and her husband, Jeff, live in North Aurora, Illinois, and are blessed with six children and ten grandchildren. In her free time, Sandy enjoys reading, cooking, gardening, scrapbooking, and spending time with her family and friends. Her dedication to family and her passion for helping others are reflected in the care and attention she brings to each client relationship, embodying the values of Legacy Wealth Advisors.

Connie

Connie Meyer

Relationship Manager

As a Relationship Manager, Connie Meyer ensures that each client who walks through the door feels like a member of the Legacy Wealth family. With over 33 years of customer service experience, Connie plays a key role in proactively supporting clients by anticipating their needs, handling their requests, and serving them however she can. She is often the first person on the phone with clients, ensuring that their concerns are addressed efficiently and with care.

Connie graduated from Benedictine University with a degree in business management and has built her career around fostering strong client relationships. Her approach is deeply rooted in service and stewardship, ensuring that every client feels valued and supported. Connie’s focus on enhancing the client experience reflects Legacy Wealth Advisors’ commitment to exceptional service and long-term relationships.

Connie lives in Naperville. She has been an active member of Hobson Road Community Church in Downers Grove since 2017, where she has contributed through special music and taken part in various mission-related service projects. Connie’s dedication to her community and faith is reflected in her approach to client care, where she seeks to serve others with integrity and compassion.

Caroline Capps

Caroline Capps

Relationship Manager

As a Relationship Manager, Caroline Capps ensures our clients receive the most prompt, personal, and friendly service possible.  She serves our clients through assisting with any needs that arise, connecting them with our helpful resources, and ensuring they feel known and cared for.

Caroline has worked in a client service role at another local wealth management firm, as well as in digital marketing before joining Legacy Wealth Advisors.  Caroline graduated from Wheaton College with a BA comprising a major in Business/Economics and a minor in Communications and played on the volleyball team.

Caroline grew up in Delaware but now resides in Wheaton with her husband. They are active attendees of Christ Presbyterian Church in Wheaton. Caroline loves to always be on the go, whether it’s at the beach, playing pickleball, spending time with friends and family, running and lifting, or traveling.

Seth

Seth Pietrini

COO, Legacy Wealth Advisors
Office Manager, RJFS

As Chief Operating Officer at Legacy Wealth Advisors, Seth Pietrini ensures that the firm operates efficiently and continuously improves in service to its clients. Seth plays a crucial role in guiding team members, executing special projects, and refining internal processes to align with Legacy Wealth Advisors’ core values. His focus on operational excellence helps the firm deliver a consistently high level of personalized care to its clients, ensuring that each interaction reflects the firm’s commitment to stewardship and integrity.

Seth brings over 15 years of experience from his tenure at Invesco (formerly PowerShares ETFs), where he specialized in building teams, developing advisor consultants, and leading growth initiatives. His leadership included managing key accounts, overseeing mergers and acquisitions, and implementing firm-wide growth strategies. Seth’s extensive experience in team development and operational strategy makes him a valuable leader at Legacy Wealth Advisors, where he is dedicated to helping both clients and team members thrive.

Seth graduated from Taylor University with a degree in international business and economics and was a member of the university’s football team. He lives in Woodridge, Illinois, with his wife Becca and their three young children. Together, they have been active members of The Compass Church in Naperville since 2006, where they have served in various roles with children, youth, and staff. Seth’s commitment to his family, faith, and community is reflected in his leadership at Legacy Wealth Advisors, where he strives to create a culture of excellence, service, and care.

Amy Brinkman

Amy Brinkman

Client Service Associate

As Client Service Associate, Amy is the first point of contact, greeting clients by phone and setting the tone for a welcoming experience. She plays a vital role in ensuring every client feels valued, supported, and well cared for. Amy coordinates meetings and special events, manages client care, and provides essential administrative support, always demonstrating a strong commitment to hospitality and going the extra mile.

Amy brings extensive experience in office management and client services, developed through a variety of service and support roles across industries. 

Amy grew up in Wheaton, and she and her husband, Jim, live in Hanover Park. They are proud parents of three adult children and grandparents to one grandson. Outside of work, Amy directs a women’s a cappella chorus, The Choral-Aires, in Addison, sharing her lifelong passion for music.

Adam

Adam Nibert MBA, CFP®

Private Wealth Consultant

For more than 25 years, Adam has provided clients with carefully considered financial guidance in the management of their wealth. He specializes in financial planning, federal income tax planning and estate planning. Adam attended the University of South Florida where he earned a bachelor’s degree in finance and accounting and his MBA. He is a CERTIFIED FINANCIAL PLANNER® professional and holds Series 7 and 63 securities licenses, as well as Florida life and variable annuity licenses.

Beth Dominguez CFP®, CPA, CPWA®, CEPA

Private Wealth Consultant

Beth offers advisors and their clients a wealth of financial experience gained from a career that spans nearly 30 years. It includes roles as a financial advisor, CPA practitioner/business owner and wealth consultant.

Her expertise includes financial and retirement planning, trust and charitable planning, personal income and estate tax planning, and tax mitigation strategies. She continues to expand her knowledge base and advanced education in business owner exit planning.

Beth attended Florida Atlantic University, where she majored in accounting and earned her bachelor’s degree in business administration. She also is a designated CPA and a CERTIFIED FINANCIAL PLANNER® professional. Beth holds Series 6, 7, 26, 63 and 65 securities licenses, as well as Florida life and variable annuity licenses.

Beth is a Certified Private Wealth Advisor® professional. She is a member of the Financial Planning Association (FPA), Investment & Wealth Institute® (formerly known as IMCA), the American Institute of CPAs (AICPA) and the Florida Institute of CPAs (FICPA).

Beth and her husband, Alfonso, have six children and 17 grandchildren. She’s actively involved in her church and participates in, as well as supports, the Good News Club, a faith-based, after-school program.

When Beth is not working, she loves to read and spend time with family, and enjoys many outdoor activities – walking, bike riding, kayaking and especially trips to the beach!

Lawrence

Lawrence Adam CFA, CIMA®, CFP®

Chief Investment Officer, Global Wealth Solutions

Larry Adam joined Raymond James in 2018 as the chief investment officer for the Private Client Group. Prior to joining Raymond James, Larry, as a managing director, held the dual roles of CIO of the Americas and global chief investment strategist for Deutsche Bank Private Wealth Management. He sat on the U.S. investment committee, the management team responsible for investment strategy and asset allocation for U.S. discretionary client portfolios. He was also a member of Deutsche Bank’s global investment committee that formalized and established the global house view. Prior to being named Deutsche Bank’s global chief investment strategist, Larry was the head of the asset allocation and quantitative analysis group, responsible for analyzing and implementing client-specific asset allocation strategies. He joined Deutsche Bank Alex. Brown in 1992.

Larry received a B.B.A. with a concentration in finance from Loyola University Maryland in 1991 and received a master’s degree in business with a concentration in finance from Loyola University Maryland in 1993. He received the Chartered Financial Analyst® designation in 1996, Certified Investment Management Analyst® designation in 2001 and CERTIFIED FINANCIAL PLANNER® certification in 2004. Larry has been featured prominently on CNBC and Bloomberg and is frequently quoted in well-known publications such as the Wall Street Journal, Barron’s and the International Herald Tribune.