Charlene Wilke

Charlene K. Wilke, CTFA


Charlene can sit quietly for hours reading or crafting greeting cards. She applies this quiet focus to her work as a member of the Trust & Estate Services Team. She has over 25 years of experience helping successful families pursue and achieve financial freedom.

Charlene worked for several large Chicago financial organizations handling complex administration for numerous high-net-worth relationships. She earned a BS Magna Cum Laude in business administration from Elmhurst University and a graduate degree from Northwestern University National and Graduate Trust Schools. She is a Certified Trust and Financial Advisor (CTFA).

Charlene loves libraries, watching tennis, long walks, quiet places, and activities that give space for contemplation. She is deeply connected to the needs of her clients and is grateful that she can help make a difference in their lives.

1901 Butterfield Road, Suite 1000
Downers Grove, IL 60515

1051 Perimeter Drive, Suite 1125
Schaumburg, IL 60173

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