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475 Half Day Road
Suite 210
Lincolnshire, IL 60069

847.541.6888

I believe in a hands-on approach to compliance and enjoy collaborating with my colleagues to better serve our clients.

Margaret M. Baer ,
IACCP®, MBA

Chief Compliance Officer

Maggie has been involved in the financial services industry since 1989. She has held senior management positions at boutique asset management firms and registered investment companies, most recently serving as Chief Administrative Officer and Chief Compliance Officer for Huber Financial Advisors.

Maggie earned a bachelor of science degree in finance from Illinois State University and a master of business administration degree from Loyola University of Chicago’s Quinlan School of Business. She is a member of Women Investment Professionals. In her free time, she enjoys spending time with her husband and two teenage sons.

I believe in a hands-on approach to compliance and enjoy collaborating with my colleagues to better serve our clients.