RAPPAPORT REICHES CAPITAL MANAGEMENT

Your Team

Your team of wealth management experts brings significant experience and a comprehensive approach to meet your needs.

We have CERTIFIED FINANCIAL PLANNER™ professionals, and investment advisors with backgrounds in taxation and estate planning. Our operations team was awarded Charles Schwab’s Operational Excellence Award in 2019.

Karen L. Asbra, CFP®

Principal and Chief Operating Officer

Karen L. Asbra, CFP^®

chief operating officer, prinicipal

WORK: 847-832-0060 MOBILE: 847-921-4734

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Here’s how I can help you:

Bring efficiency and organization to illuminate the path towards your financial goals

Here’s my professional background:

Joined RRCM in 2007, a CFP^® professional and Series 65 licensed

Here’s my educational background:

Northwestern BA, Certificate of Financial Planning from New York University

A little about my family:

I live in Evanston with my son

How I give back to my community:

Volunteer at the Evanston Vineyard Food Pantry

During my free time I like to:

Travel and go to the theater

My favorite musician:

Keith Urban

Kristyn Gibson, CFP®

Senior Financial Advisor

Kristyn Gibson, CFP®

senior Financial Advisor

WORK: 847-832-0090 MOBILE: 773-398-6991

Connect with me:

Here’s how I can help you:

You’ve worked hard to accumulate your wealth. I will put that same effort into providing peace of mind. Through a comprehensive approach, I will be your partner and help navigate life’s financial decisions.

Here’s my professional background:

Prior to joining RRCM in January 2016, I worked for Smith Barney and Sanford Bernstein providing wealth management services to high net worth clients.

Here’s my educational background:

1992 graduate of Indiana University, with a BA Economics and Political Science. I am a CERTIFIED FINANCIAL PLANNER™. Series 65 licensed.

A little about my family:

My husband, three children, and dogs live in Wilmette.

How I give back to my community:

In addition to various PTO positions over the years, I volunteer with Wings For Widows as a financial coach providing personalized financial wellness coaching to help widows move forward with confidence and hope. Additionally, I serve on the Outreach Committee at Kenilworth Union Church which awards approximately $2 million a year to local charities.

During my free time I like to:

I love spending time and travelling with family and friends. When not planning our next vacation, I enjoy reading and walking our golden retrievers, Addie & Bo.

My favorite musician:

There is no way I can narrow down to a favorite artist. Be it current, bad 80’s music or classic rock, I love it all!

David M. Rappaport, CFP®

Co-Founder, Principal and Chief Investment Officer

David Rappaport, CFP®

Principal, CHIEF INVESTMENT OFFICER

drappaport@rrcapital.com

work: 847-832-9025 MOBILe: 847-361-2318

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Here’s how I can help you:

Entrepreneurs and corporate executives lead busy and interesting lives. I act as their Family CFO, providing organization and clarity in their finances. The benefit is the additional time and peace of mind that comes from knowing that a thoughtful and disciplined financial plan is in place.

Here’s my professional background:

I co-founded our firm with Shari Reiches in 2005. Prior to that, I was a principal and financial advisor at Sanford Bernstein & Co. I started my career in finance at Goldman, Sachs & Co. in 1990. Prior to business school, I worked in the audit division at Arthur Andersen LLP. I am a CERTIFIED FINANCIAL PLANNER™.

Here’s my educational background:

I have an MBA from Kellogg Graduate School of Management at Northwestern University and a BA in Accounting from the University of Illinois Urbana-Champaign.

A little about my family:

My wife Karen is a real estate agent in Lake Geneva Wisconsin, where we have a home. Check out her podcast “Loving Lake Geneva”! We have two wonderful daughters. Leah works in software testing for Aspiritech, a non-profit that hires adults on the autism spectrum to provide software testing services. Rachel works at FairVote, a nonpartisan organization that advances voting reforms. Ryder and Layla, our dogs, complete the family.

How I give back to my community:

I serve as Board Member for Aspiritech (and past Board Chair), a non-profit that hires adults on the autism spectrum to provide software testing and quality assurance services for corporate clients. Please ask me about Aspiritech if you have questions!

I am a past Trustee for the State of Illinois Secure Choice Retirement Savings Plan. Secure Choice is a program that provides a Roth IRA to those employees who do not have access to a retirement savings plan through work.

I am a past President and Board member of the American Technion Society, which supports visionary education and world-changing impact through the Technion-Israel Institute of Technology.

I am a member of the Economic Club of Chicago as well.

During my free time I like to:

Play guitar with my "dad band" The Lost Boys. I'm a hack, but really trying to improve.

My favorite band:

The Rolling Stones.

Rhea Ravindran, CFP®

Financial Advisor

Rhea Ravindran, CFP®

Financial advisor

rravindran@rrcapital.com

WORK: 847-832-0044 mOBILE: 847-997-5420

connect with me:

Here’s how I can help you:

I am here to design a customized financial plan for your future. Knowing that the “money” part of your life is on track will allow you to channel your energy into what you value most.

Here’s my professional background:

I am a CERTIFIED FINANCIAL PLANNER™. Previously, I was an Account Manager at Insurance Plans Agency, Inc for 5 years. I'm also an Illinois Notary Public.

Here’s my educational background:

BA in Finance at University of Illinois at Urbana-Champaign. Series 65 licensed.

During my free time I like to:

Play volleyball, watch movies, read books.

My favorite movie:

Remember the Titans

Shari Greco Reiches

Co-Founder, Principal and Chief Visionary Officer

Shari Greco Reiches

co-founder, Principal and chief growth officer

sreiches@rrcapital.com

WORK: 847-832-9075 mOBILE: 847-778-7907

Connect with me:

Here’s how I can help you:

I work with clients to design a customized comprehensive financial roadmap to navigate their most crucial financial decisions. The result is a long-term solution which is aligned with their core values.

Many of my clients are women who have sole responsibility for their finances. I enjoy partnering with them on their financial and life decisions.

Here’s my professional background:

I started my career at Arthur Anderson in the financial services division. I left to join my family bank group in the northern suburbs. We ultimately sold our bank group to US Bank where I was President of the Private Banking division for the Chicagoland area. Several years later, I met up with David Rappaport and joined him at Sanford Bernstein as a financial advisor. In 2005, we founded Rappaport Reiches Capital Management.

Here’s my educational background:

Bachelor’s degree in Accountancy from the University of Illinois at Urbana-Champaign and successfully completed the CPA exam before going on to earn a Master’s degree in banking from the Graduate School of Banking at the University of Wisconsin.

A little about my family:

I live in Evanston with my husband Stephen – married for 30 years. He is my life partner and partner in business as well. This surprises most people on how we can work together. I am happy to meet for coffee to give you the inside scoop.

We are proud of our children Madeleine who is a system control engineer and Isabel who is studying accounting.

How I give back to my community:

I enjoy giving back to the community. I was previously Vice Chair of the Illinois State Board of Investment from 2015 – 2019. In addition I have been involved in many civic organizations including the Jewish Federation of Metropolitan Chicago as a board member of the Women’s Board, Chicago Foundation for Women on the professional advisory committee, The Standard Club past board member and Beth Emet Synagogue as past board member, past foundation board member and co- chair of the capital campaign to raise $7.1 million.

During my free time I like to:

I enjoy spending time with friends and family. I recently trained and completed 2 sprint triathlons. Being empty nesters, Stephen and I enjoy traveling, and I continue to spend time with my charitable interests. I have been playing bridge for 4 years and finally feel I am no longer a beginner.

My favorite musician:

I am a proud Fanilow – a fan of Barry Manilow. I have seen him in concert over 30 times and know every word of all his songs. I am happy that my children enjoy Barry too. Haven’t been able to turn Stephen into a fan but still working on it.

Stephen M. Reiches

Principal and Director of Wealth Transfer

Stephen M. Reiches

Principal & Director of wealth transfer

stephen.reiches@rrcapital.com

WORK: 847-832-0050 MOBILE: 847-363-6510

connect with me:

Here’s how I can help you:

I provide clients with impartial objective advice in the areas of estate planning, risk management and charitable giving.

Here’s my professional background:

With 15 years of experience as an estate planning attorney with the Chicago firm of Neal, Gerber & Eisenberg, I bring unparalleled financial and estate planning experience to RRCM’s advisory services.

Here’s my educational background:

BA, Economics, Northwestern University (Phi Beta Kappa)

JD, The University of Chicago Law School

A little about my family:

I live in Evanston with my wife, Shari, and we enjoy time together without children and dogs.

How I give back to my community:

I currently serve as Treasurer of Beth Emet Synagogue in Evanston and am a member of the Professional Advisory Committee of the Jewish Federation of Metropolitan Chicago.

During my free time I like to:

I am a recovering attorney and avid cyclist.

John Frederick

Senior Financial Advisor

John Frederick

senior financial advisor

jfrederick@rrcapital.com

work/mobile: 847-358-5177

Here’s how I can help you:

I am an experienced wealth advisor providing encouragement and discipline.

Here’s my professional background:

Prior to joining RRCM in 2022, I ran Frederick Capital Management, a registered investment advisory firm, for 25 years.

Here’s my educational background:

I have an BS in Commerce from DePaul University.

A little about my family:

My wife Marianne and I live with our grandson Dillon in Rolling Meadows, Illinois. I have three adult sons and one other grandson, Jack.

How I give back to my community:

Willow Creek Community Church --“Good Sense” financial counselling, Care Center providing food and clothes for people in need, PADS providing shelter and food for homeless.

During my free time I like to:

Watch sports and movies.

My favorite band:

The Rolling Stones.

Terri Velgara, CFP®

Financial Advisor and Director of Financial Planning

Terri Velgara, CFP^®

Financial advisor and director of financial planning

tvelgara@rrcapital.com

WORK: 847-832-0088 MOBILE: 773-454-4561

connect with me:

Here’s how I can help you:

As Director of Financial Planning, I coordinate with our firm's clients and Financial Advisors to develop comprehensive financial plans and investment strategies. Using the financial plan as a roadmap, I assist clients in achieving their personal and financial goals through retirement planning, estate planning, education planning and charitable giving.

Here’s my professional background:

Before joining Rappaport Reiches Capital Management, I worked with clients for 7 years as an Account Manager at Geneva Advisors, LLC, which merged with CIBC Private Wealth Management. Prior to that, I spend 5 years assisting high-net worth clients and family offices in the Wealth Management Group at Northern Trust.

Here’s my educational background:

I graduated from the University of Illinois in Urbana-Champaign with a BA in Economics, and I earned my MBA with a concentration in Finance from DePaul University in Chicago. I am also a Certified Financial Planner™ and have a Series 65 license.

A little about my family:

I grew up in Chicago and love the city. I live in the Portage Park neighborhood in Chicago with my husband, two children and our dog, Comet.

How I give back to my community:

I’m involved in my children’s school parent organization, and I volunteer at various school events.

During my free time I like to:

I enjoy going on outdoor adventures with my family and board game nights.

My favorite musician:

Currently, I like listening to the Black Keys.

Liz Xilas

Senior Vice President and Senior Financial Advisor

Liz Xilas

Senior Vice President and senior financial advisor

lxilas@rrcapital.com

WORK: 847-832-0080 MOBILE: 312-218-2767

connect with me:

Here’s how I can help you:

Through a holistic approach I will help you to use your financial resources to achieve what you care about most in life. The result is a long-term, sleep at night solution, which will be 100 percent aligned with your core values.

Here’s my professional background:

I spent 13 years at Oppenheimer and Company and 7 years at RBC Wealth Management as a financial advisor before joining RRCM in 2011.

Here’s my educational background:

1988- BA Political Science (major) and Economics (minor), University of Michigan

A little about my family:

I live in Chicago with my husband Peter and puppy Stella and am very proud of my two children, Gabrielle (22) a recent graduate and Benjamin (19), currently a sophomore at The University of Michigan, my Alma mater….GO BLUE!

How I give back to my community:

Over the years, I have been very involved at my kids' schools and a mentor in various tutoring programs. Currently I sit on the Executive committee and chair the investment committee and co-chair the education committee of The Illinois Holocaust Museum and Education Center, serve as a Grant Review Chair for Impact Grants Chicago, and actively contribute to the Institutional Advancement Committee at The Bernard Zell Anshe Emet Day School.

During my free time I like to:

Binge watch TV, see movies/documentaries that make me cry, try different restaurants, travel to new places, read a book I can’t put down , walk along the Chicago lakefront, and spend time with friends and family.