My Team

 
Alfredo Arroyo

Alfredo Arroyo

Office 847-663-7782

Alfredo Arroyo joined us in 2008. He completed his studies at Robert Morris University with a BA in Business Administration. His vast knowledge has been a great asset and is here to help you with any of your customer service needs. Alfredo takes the co-lead in managing all aspects of the organization’s operations.

Alfredo was the agency’s Associate Financial Representative of the Year in 2016 and also won the prestigious Goris Financial Most Distinguished Volunteer of The Year Award in 2019.

When he's not in the office, Alfredo enjoys serving as president of his board for a Hispanic not-profit organization. Alfredo lives in Logan Square in Chicago with his wife, Liliana, and their son AJ. In his spare time, he enjoys camping, watching sports, and traveling the world.

If you have any questions regarding your accounts, please contact Alfredo Arroyo.

 
Maryam Badal

Maryam Badal

Associate Financial Representative
Office 847-663-7156

Our newest team member, Mary brings her kindness and bright smile to every interaction.

Mary joined Northwestern Mutual in 2013. She graduated from Northeastern Illinois University with a Bachelors in Communications. Although she’s new to the Lerner team, Mary has 5 years of experience, and holds her Life and Health Insurance licenses.

A Chicago native from Andersonville, Mary moved to Skokie with her husband Steve recently. Away from the office, she’s happiest with family and friends. Her passions are photography and graphic design, and she enjoys volunteering with children’s organizations.

 
Christy Ogilvie McCreary

Christy Ogilvie McCreary

Office 847-663-7175

Christy has worked with us since 2014. She communicates with clients and schedules meetings. It is her pleasure to connect with clients and make sure they experience the care and attention to detail that their planning deserves. Christy has a background in music entertainment and event planning, and a degree in English Literature. She is a singer and published author.

 
Matthew Lowell

Matthew Lowell

Director of Investments and Operations
Office 847-663-7180

Matt joined our team in May, 2022. A native Ohioan, he graduated from Ohio University with a degree in Finance. Matt has spent 30+ years in the financial services industry, with experience in institutional equity research, financial products wholesaling, and client education. He is Series 7 & 63 licensed and well-versed in life insurance and annuity solutions. Matt is devoted to helping clients build investment portfolios and protecting their families.

A resident of Logan Square, Matt moved to Chicago in 1993. He brings a high level of energy to the planning process, plus a little humor. He spent time at the Second City Training Center and enjoys watching improv and attending the theater.

Matt loves cheering for the Pittsburgh Steelers and experiencing the vibrant Chicago dining scene with his girlfriend.

 
Joshua S Lerner

Joshua S Lerner, CFP®, CLU®, RICP®

Wealth Management Advisor

 

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