Pamela C Atkinson, CFP®, CLU®

Wealth Management Advisor

Staff

Pam Atkinson takes customer service very seriously. So does her staff. Together, they are committed to providing exceptional customer service to all of their clients.

If you have questions regarding your investment account, need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let them know. They will respond promptly.  

 
Amy Mrugacz

Amy Mrugacz

Associate Financial Representative
Office 312-641-8900

Amy has been at the McQuade Financial Group since 2014. In October 2016, she joined the Atkinson team as an Associate Financial Representative in charge of the insurance side of the business. This includes working as a liaison with underwriting during the application process, as well as all post-approval servicing. Amy also handles all administrative aspects for the team, including Pam's calendar.

Amy lives in the western suburbs of Chicago with her husband, Adam. Amy and Adam are proud first time parents to their son, Michael, born June 2016, and beloved "fur-baby" – Belle, a fun-loving black Lab. She enjoys spending time with her family doing just about anything active and outdoors.

 

 

 
Alap Balkrishna Patel

Alap Balkrishna Patel, CFA®, CFP®

Office 312-641-8613

Al is responsible for Portfolio Construction in the development and management of investment solutions to achieve our clients’ objectives. He also participates actively in the analysis, planning and development of solutions for our Financial Planning Engagements.

Al graduated from the University of Illinois at Urbana-Champaign with a B.S. in Finance.  Al is a Certified Financial Planning practitioner and a Chartered Financial Analyst.  He holds the Series 7 and 66 securities licenses and is also life and health insurance licensed.  Al has been associated with Northwestern Mutual since 2006.

 

 
Nancy J Wilke

Nancy J Wilke, CPA

Financial Coordinator

Nancy joined team Atkinson in February 2017 in the capacity of Financial Coordinator. Nancy is responsible for the modeling and financial analysis supporting our Financial Planning Engagements.  Nancy's extensive tax accounting background makes her a tremendous asset in the development of tax-efficient strategies for our planning engagements. Nancy is a graduate of DePaul University where she earned her BS in Accounting and Masters of Science in Taxation. Nancy is a CPA and member of Illinois CPA Society. Prior to joining Pam's team, Nancy was Executive Vice President for Pritzker Family Office LLC (“PFO”) or Diversified Financial Management Corp (“DFMC”) from 1999 thru 2013 working primarily in international tax, accounting and financial management arena for DFMC. In 2013, she was also managing the individual, trust and foundation staff for PFO. She retired at the end of 2013 to care for her two daughters.

Nancy is currently a member of her parish finance council and school board for Immaculate Conception and St Joseph Parish in Lincoln Park. She coaches the girls' volleyball team and is Girl Scout Troop Leader at the school.  Nancy also volunteers with the Greater Chicago and Northwest Indiana Girl Scout Council Service Unit 279.

 
 

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