Dina Renee Weiss

Dina Renee Weiss serves as a financial, life and business coach, as well as the Chief Investment Officer for the firm.  She began her career in the financial services industry in 2005, and built her reputation from the foundation up, focusing initially on the clients themselves, building trust and establishing a strong rapport prior to engaging in a financial planning and investment management relationship. She has carried that client-centered and educational philosophy into her investment and financial planning approach, working with generations of families to ensure proper and full understanding of the financial responsibility of daily life, as well as the investment process and those options available in today’s diverse and complicated investment marketplace.

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Dina aims to help individuals determine their goals, truly understand their individual risk-philosophies, manage that risk through the design of a comprehensive planning package, implement a well-organized plan of action, and finally embrace a disciplined approach to accountability and investing. She is firmly committed to serving her clients and looks to add value by providing timely, consistent and ongoing communication.  

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Outside of her professional pursuits, Dina also holds her certification as a holistic health practitioner and has philanthropically provided health coaching services to more than 1,100 individuals seeking to live their best life.  She volunteers her time and efforts as much as possible and sees the greatest reward in her life as the success of those who seek her guidance.  In addition, she is the co-author of Ready to Launch – How Prepared are they for the Real World, a book aimed at assisting families in preparing their children for the realities of life beyond their childhood home.  She has long been a writer, primarily in theatrical arts, comedy and poetry, but now tailors her writing towards practical and easily-implemented guides to developing a sense of ownership and personal responsibility for every aspect of an individual’s life.

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Alena Ida Marie Gifford

Alena Gifford serves as the Client Relations Manager for the firm. She entered the financial services industry in 2012 during the completion of her degree at the University of Illinois at Chicago. Alena received a Bachelor of Science in Finance from the College of Business Administration. Alena began her career at The Chicago Board of Trade building as an intern at Uhlmann Price Securities, LLC. and as a part-time sales assistant. She is now an LPL Registered Administrative Associate at Redwing Financial, and​ holds series 6, 7, and 63 licenses with LPL Financial. and series 65 registration with Redwing Financial. 

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Alena’s role is to assist the firm in achieving a wide range of business goals. She helps handle daily transactions and client questions while adhering to strict compliance and regulatory policies. She assists in organizing and implementing seminars and speaking engagements, scheduling appointments, preparing marketing and review materials, and in numerous other client communications. Alena believes that within the financial field, certain personal attributes are essential for success and that, to be a trusted individual, you have to have integrity and care for clients. In addition, and perhaps most importantly, she feels you have to show confidence as a person, and persistence and determination in what you do.

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Alena always puts the client first, and subscribes to the philosophy of her first mentor, which is that “people don’t care how much you know until they know how much you care.”  What she finds most enjoyable about her job is meeting different clients and families from diverse backgrounds. Alena lives in Homer Glen and enjoys playing tennis and climbing the stairs at Swallow Cliff with her Dad. Her favorite places to travel are Summerlin, Nevada, to visit her Uncle Nick and Washington D.C., to visit her older sister, Brittany.

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