Our team is comprised of Investment Advisor Representatives that partner with Asset Managers, Income Planning Specialists, CPAs and Trust Attorneys as strategic alliances. At Advanced Planning Advisors Group Inc. we focus on a unique approach to retirement planning, we firmly believe that no aspect of your personal Retirement Plan can be overlooked. Our main objective is to provide our clients with all of the information needed to help make sound decisions for their future retirement security.

At Advanced Planning Advisors Group Inc., our entire team is dedicated to our clients’ present and future success. Our offices consist of professionals who continually help make our firm a growing success.

Robert Kirvan
President, Financial Planner

Robert Kirvan is the President of Advanced Planning Advisors Group Inc. His mission focuses on a comprehensive approach to retirement planning. As a fiduciary, Mr. Kirvan is held to a standard to act in the best interests of all his clients.

Over the past 30 years, Robert has been involved in several aspects of the business community. He believes deeply in building relationships with clients as they work together to build a solid financial plan. As a Fiduciary, Mr. Kirvan believes that everyone is on the same side of table developing a plan that is in the best interests of the client. Robert takes a holistic approach to retirement planning, with a goal of encompassing the entire financial house, not just segments. This helps clients to make more informed decisions that will not only impact today but influence the future.

Robert is the host of the READY-AIM-RETIRE Podcast/YouTube and was the former co-host of SMART MONEY TALK that was heard every Saturday for years on AM560. Mr. Kirvan continues to lecture throughout the Chicagoland area with respect to retirement and the importance of having a solid financial plan.

Robert and his wife, Natalie, have been married 30 years and have three beautiful daughters. Family has always been a top priority, and over the years many clients have come to know the girls at different client events and get-togethers. Of all the accomplishments, Robert would rate his family as his most important.

In his spare time, Rob enjoys hockey, golfing, and most sports-related activities. Travelling with family is a top priority to create lifelong memories.

Natalie Kirvan
Office Manager

Many clients would say they started to work with Advanced Planning Advisors Group because of Rob, but they stay due to Natalie’s mindfulness. Natalie brings with her a strong background in managing office procedures and making sure the work environment is organized and efficient.

Natalie overseas the office staff and provides a client experience like no other. She organizes our many client only events throughout the year to make them not only a night out, but a memorable time. Making sure that the clients are taken care of is her top priority.

When Natalie is not at work, you can find her outdoors! Growing up on a farm, she enjoys any outdoor activity. She enjoys planning and taking trips with the Family to create memories.

Abby Kirvan
Director of First Impressions

Abby may be the friendliest and most effervescent person you will ever meet! She is the first person you will have contact with, whether you are calling or coming into the office. When she is not answering the phones or greeting clients in person, she is extremely busy handling various administrative tasks which are important to the business. Her exceptional organizational skills help everything run smoothly.

Abby enjoys decorating her new home, running, planning trips with friends, and of course socializing during her free time.

Katie Brown
Administrative Assistant

Katie is a resolute and detail oriented administrative assistant with several years of experience. She assists other team members and performs daily office tasks with confidentiality and professionalism. She plays an important role in ensuring that workflow runs smoothly and efficiently.

When Katie has some free time, she enjoys reading, working out, knitting, cooking, and enjoying time with her family and friends.

Strategic Alliances

MICHAEL BINGER, CFA®

President of Gradient Investments, LLC

 

JEREMY BRYAN, CFA®

Portfolio Manager of Gradient Investments, LLC

KEITH GANGL, CFA®

Portfolio Manager of Gradient Investments, LLC

TYLER ELLEGARD, CFA®

Portfolio Manager of Gradient Investments, LLC

This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.