Great Lakes Credit Union has everything you need to help manage your money and plan for the future.
Executive financial planning is designed to help you navigate the uncertainty in life while giving you financial clarity about your future. A sound financial plan from GLCU's Financial Advisory Center will help you achieve the following:
Jeff Beck provides investment consulting and advisory services to individuals and families throughout Lake and McHenry Counties.
Jeff carries a Bachelor’s in Finance from Lake Forest College and has the qualifications of an Insurance Licensed professional, with expertise in Life, Accident, and Health insurance.
Click here to learn more about Jeff or to set up a FREE no-obligation appointment, call (847) 680-9050 ext 239 or email jbeck at moneyconcepts dot com
Maryan Khalil, Financial Advisor, joined our team in May of 2020. She started her career back in 2010 with TCF National Bank (now known as Huntington Bank) where she held multiple management positions; supervisor and assistant manager. Maryan then moved on to be a Premier Banker at BMO Harris for mass affluent wealth clients managing their investment and banking relationships. Through her experience she found a passion in educating and guiding others in how to achieve their ideal financial goals. Her passion to help people led her to wealth management, and she is now fulfilled daily on helping individuals make a positive impact on their future. In her free time, Maryan loves to spend time with family, her husband, and her dog, Kobe. She also enjoys cooking, reading, and traveling.
Click here to learn more about Maryan or to set up a FREE no-obligation appointment, call (847) 680-9050 ext 238 or email mkhalil at moneyconcepts dot com
Not an Employee of GLCU. All securities through Money Concepts Capital Corp. Member FINRA/SIPC. Investments are not FDIC/NCUA insured. No bank or credit union guarantee. May lose value. Money Concepts Advisory Services is a Registered Investment Advisor with the SEC. Money Concepts is not affiliated with Great Lakes Credit Union. OSJ: 1509 N. Milwaukee Ave., Libertyville, IL 60048.