Our Team Russell L. Clousing, II - CLU®, ChFC®, CASL®, RICP® President & CEO, Capital & Risk Management Services, LLC. / Managing Director (312) 458-4523 (312) 477-4221 firstname.lastname@example.org Russ Clousing's extensive experience in the complex and changing financial services industry makes him a valuable resource for any business or individual seeking financial strategies. A Financial Services Representative since 1986, his... Read more Stephanie O'Hara - RICP® Director of Wealth Management / Special Care Planner (312) 458-4522 (312) 477-4221 Stephanie.Ohara@crmsvcs.com Stephanie's focus is on providing financial advice to professionals, business owners and their multi-generational families. She specializes in wealth accumulation and protection strategies, implementing comprehensive goal-oriented... Read more Taylor Boice - FSCP® Director of Financial Planning (312) 458-4517 (312) 477-4221 Taylor.email@example.com Taylor is passionate about improving client's lives. He serves clients by creating strategies that analyze cash flow and investments, minimize risks and taxes, and align the client’s financial positioning with their goals... Read more Priscilla Morejon Director of Operations & Client Services (312) 458-4526 (312) 477-4221 firstname.lastname@example.org Priscilla manages the team’s practice and has 24 years as a financial services professional. She is Series 6 and 63 securities-licensed and holds her life and health insurance license with the State of Illinois. She is plays a key ... Read more Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Services Representatives promise to offer you a new level of attention, insight, and guidance.We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our Financial Services Representatives, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.