What is the measure of trust?

Richard A. Gartelmann Jr. currently manages the Bank’s Wealth Management Division and serves as Chief Executive Officer of River Street Advisors. With over 20 years of trust and investment experience, Rich manages individual and institutional relationships.

Rich is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He earned a bachelor of arts degree from Governor’s State University, a master’s of business administration from St. Xavier University, and has attended Cannon Trust School.

Rich lives in Frankfort with his wife Kathleen and his two sons. He is an avid golfer and loves to travel with his family and attend sporting events. He is also currently a board member of the Lincoln-Way High School District 210 Foundation Board.

Steve has over 20 years of investment experience managing investments for trust clients, high-net-worth individuals and institutional relationships. He manages the Investment Team that is responsible for our investment strategy, market research, security analysis, and portfolio management. He also manages client portfolios and co-manages the Equity and Fixed Income Common Trust funds.

Steve has a B.B.A. in Finance, Investments & Banking and a B.A. in Economics from University of Wisconsin – Madison. He also has a M.B.A. from University of Chicago Booth School of Business and is a Chartered Financial Analyst®.

Steve is a member of the CFA Society of Chicago and of the CFA Society of Milwaukee.

Mike is a Managing Director-Senior Portfolio Manager with River Street Advisors.  With over 30 years of investment experience, Mike manages major institutional accounts as well as individual accounts.

Mike earned a B.A. in Economics from Marquette University and a M.A. in Economics from DePaul University.  Mike was also an Economics instructor at Moraine Valley Community College.  He has the designations Charted Financial Analyst and CERTIFIED FINANCIAL PLANNER™ professional.

Brad Johnson brings over 10 years of financial industry experience to his role as a Managing Director – Senior Portfolio Manager with River Street Advisors. Brad manages individual and institutional relationships.

Brad earned a Bachelor of Science degree from the University of Illinois Urbana-Champaign as well as a Master of Science in Finance degree also from the University of Illinois Urbana-Champaign. He is the holder of the FINRA 65 license and has the designations Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ professional.

Brad serves his community as a member of the Board of Directors for the Sunnymere Senior Living Community.

Travis Buoy serves as a Portfolio Manager with River Street Advisors. Travis is responsible for management of security and asset allocation models, evaluation of mutual funds managers, research on individual stocks and ETFs, and provides weekly commentary of financial markets via a newsletter. 

Travis earned a Master of Science degree in Finance from the Northern Illinois University as well as a Master of Business Administration degree. He is a holder of the FINRA 65 license and Microsoft Expert Excel certification.

David Bach is responsible for administering the firm’s compliance policies and procedures. David has over 25 years of banking experience primarily in internal audit and compliance with extensive experience in asset management and fiduciary activities reviews.

David has a B.S. in Business Administration from Illinois Wesleyan University, has his FINRA Series 65 license, and maintains his Certified Internal Auditor designation.

Drawing on over 20 years of Investment and Trust experience, Jacqueline serves as a trusted advisor, CERTIFIED FINANCIAL PLANNER™ and CERTIFIED DIVORCE FINANCIAL ANALYST™ professional. She advises and guides high net worth individuals, families and business owners in the planning and management of their wealth. Utilizing our distinct and comprehensive approach she brings an integrated team of credentialed specialists to clients to provide advanced financial planning, investment and money management, tax planning, estate planning and administration, charitable giving and wealth transfer. This collaborative approach ensures our clients receive relevant and professional advice in our delivery of a comprehensive Wealth Management Strategy.

Jacqueline is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a CERTIFIED DIVORCE FINANCIAL ANALYST™ (CDFA®) professional. She earned a BA from Michigan State University and completed the Certificate Program in Financial Planning from DePaul University.

She is a member of the Financial Planning Association and the Fox Valley Estate Planning Council.

Chris serves as Senior Wealth Advisor with nearly two decades of experience in investment services. His career path has been marked by significant roles such as Senior Portfolio Manager and Chief Investment Officer, showcasing his expertise in managing complex financial portfolios. A standout aspect of Chris's career is his focus on behavioral finance, which he has deepened through certifications in Applied Behavioral Finance from UCLA and the Cannon Financial Institute. This unique perspective allows him to understand and influence client behaviors, leading to more effective financial strategies. Chris holds a Bachelor of Arts from Beloit College and further honed his skills by obtaining the Certified Trust and Financial Advisor (CTFA) and Accredited Fiduciary Investment Manager (AFIM) designations. Beyond his professional achievements, Chris is dedicated to giving back to the community. He serves as a board member for the March of Dimes (Chicago Division), contributing to vital health initiatives for moms and babies. Additionally, Chris is involved with Hersey Feeder Youth Sports, supporting the development of young athletes. Chris is married with two children and loves to play golf and coach.

Yamilet offers over nineteen years of experience in the Financial Services Industry. Ms. Suarez serves as a Wealth Advisor. For the first twelve years of her career, she formed part of Old Second Bank’s Retail Banking Division. She has worked in trust and investments for the last seven years. As a Wealth Advisor, Yamilet provides high net worth individuals, families, and business owner’s investment management guidance and advice. In conjunction with a team that includes various investment professionals, Yamilet helps you sift through the many options available to create a unique strategy that is tailored to your wealth needs.

Yamilet earned a Bachelor of Science in Finance degree, a Master’s in Business Administration, and a Certificate in Finance from Northern Illinois University. Additionally, she holds the following FINRA registration: Series 65. She is in the process of earning her CERTIFIED FINANCIAL PLANNER™ designation. Finally, Yamilet is an active member of the Fox Valley Estate Planning Council.

Amy Lynch is a Wealth Advisor for River Street Advisors. She collaborates with managing directors and fellow advisors to provide personalized investment management and financial planning services to River Street’s clients.  She assists in the preparation of customized comprehensive financial plans and portfolios, as well as provides administrative support to Portfolio Managers and clients. 

Ms. Lynch earned a Bachelor of Business Administration in Finance Degree from Governors State University.  She is a holder of the FINRA Series 65 license and is currently working to obtain the CFP designation to further broaden her planning and investment knowledge.