Your Team

Brian Voss, AIF®

Wealth Manager

Brian A.Voss has spent over 33 years helping North shore families through different phases of their financial lives across many market cycles. Brian A. Voss, attained the AIF® credential in 2016. Attainment of the AIF credential demonstrates understanding of the Prudent Practices and methodology. His value is in helping people make deliberate decisions about what may be the best phase of their lives. His passion is mentoring and guiding clients to their vision of a successful future.  His Clifton Strengths Assessment rates his top two strengths as: Learner – having a great desire to learn and continuously improve; the process of learning is even more exciting than the outcome; and Focus – naturally able to choose a direction, follow through and make course corrections to stay on track; he can prioritize then act.

Brian grew up in Westchester County, New York, and moved to Chicago land in the 1970s. As a teenager, he spent a year studying in Australia, being inspired to realize his first financial and entrepreneurial inklings. While attending college, he traveled 9,000 miles around North America, gaining an understanding of the struggles and dreams of people in many walks of life. 

Brian is the father of five and resides in Winnetka with his lovely wife. He has participated in Rotary since the early 60’s and is involved with several community organizations in Winnetka. He is active in his church, teaching money management classes and professional study groups. He volunteers with Gift of Adoption, helping to raise money to help families seeking to adopt. Brian’s family includes two adopted children. He participates in a wide variety of volunteer activities. He enjoys scuba diving, sailing, backpacking and paddle tennis.

 

Joli Fridman, CPA

Joli has been in the financial services industry for over 20 years. She is also currently on the faculty at Northwestern University in the Certified Financial Planner Certification Education Program. Joli received both her Bachelors's degree and Masters in Accountancy from the University of Illinois.   She is a Certified Public Accountant.  Joli is also an academic affiliate with the National Association of Personal Financial Advisors.

In her spare time, in addition to spending time with her husband and two daughters, Joli enjoys photography, tennis and traveling.

David Henningfield, CFP®, CPA

Dave is a Certified Financial Planner and a Certified Public Accountant. He has 21 years of experience in public and private accounting. His areas of expertise include personal and corporate income tax planning and preparation, small business advising, financial planning and governmental and nonprofit accounting and audit. A graduate of the University of Wisconsin-Whitewater, where he received his accounting degree, he is a member of the American Institute of CPAs, Wisconsin Institute of CPAs, a member of the Greater Lakes of Walworth County Chapter of Business Network International, and holds a Series 7 license. 

Dave is married and has three beautiful girls. He is a trustee of St. Joseph's Catholic Church of Lyons. As an International Member of the Farm Bureau of Walworth County he participates in wetland conservation. Dave also enjoys bowling, gardening and responsible hunting.

Samantha LeRette

Manager of Client Services

Sam has been in the financial services industry with Exemplar Financial Network since 2004. Her primary responsibilities as Manager of Client Services are to manage the day to day workflow, lead the administrative team, handling customer service and problem resolution needs of clients and Representatives. She enjoys assisting Exemplar’s clients and representatives with any task until full completion. Sam’s ability to take the administrative tasks off the desk of her advisors allows her advisors to be able to focus more on their clients and helping them achieve their dreams. Her Clifton Strengths Assessment rates her top two strengths as: Focus – naturally able to choose a direction, follow through and make course corrections to stay on track; she can prioritize then act; and Responsibility – taking psychological ownership of what she says she will do and committed to stable values like honesty and loyalty.

Prior to joining Exemplar Financial Network, Sam worked at a local bank in the mortgage and loan department. A resident of Crystal Lake for over 25 years, Samantha is a graduate of Crystal Lake Central High School. Samantha went on to receive a Bachelor’s Degree in Business Administration from Northern Illinois University in 2004. She currently holds both series 7 and 66 securities registrations.

When Samantha is not diligently working for our Exemplar clients, she is hanging out with her husband Scott and their dog Shamrock. They enjoy snow skiing, biking and being outdoors.

Erica Neems

Director of Communications

Erica manages our business communications and marketing, and coordinates our client events. She is also a client support services team member in our North Shore Office. Erica brings over 20 years experience as an Account Executive providing high level client service in the marketing and communications field. Her Clifton Strengths Assessment rates her top two strengths as: Achiever – possessing great stamina, the capacity for hard work and taking great satisfaction from being busy and productive; and Learner – having a great desire to learn and continuously improve; the process of learning is even more exciting than the outcome.  

Erica is a published children's author. She also has authored letters to the editor and articles of local interest published in local papers which influenced the adoption of ordinances. As an active Volunteer in her community, Erica has organized and chaired many successful programs for schools and the local community.

Erica and her husband, Larry, have two boys. In her spare time, Erica enjoys being with her family, walking her dog (a beautiful Lab mix from a rescue organization) watching old movies, writing and baking.

 

Team

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

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