We want to tell you some more about TreeTop Wealth Management of Northfield, IL, and our philosophy, which focuses on three main principles: risk management, comprehensive client understanding, and delivery of unrivaled customer service. TreeTop also targets portfolio management tailored to reduce risk in your portfolio. With no proprietary products on offer, which might cloud the choice of investments, TreeTop takes an independent approach to tactical asset allocations. Our independence allows us to take advantage of a broader scope of investment vehicles. We know each client has a unique situation and requires a customized plan and TreeTop works hard to leave each client feeling like they are in a most valued relationship. At TreeTop, our clients receive timely, accurate, and personalized customer service.
Client Relationship
TreeTop's focus is to understand each client's needs and to design and communicate the most appropriate financial solution. Our clients are as engaged as they wish to be, and we work in a collaborative way or in a fully discretionary role, as elected by each client. Solutions we present are customized to your short and long term goals.
Our Firm
TreeTop is a fee-based, financial planning firm that offers families tailored risk management policies, innovative investment strategies, and creative planning solutions. We are dedicated to building wealth for each client through the principles of education, protection, and planning, and we continually inform clients of the tools and strategies available to make profitable and informed decisions with their resources.
Our Leadership Team
Kevin Yeoman, CFP®
Kevin is one of the founders and managing Principals of TreeTop. Kevin has been in the financial services industry for over 14 years. Before founding TreeTop, Kevin was Vice President and Senior Account Executive of the Private Client Group at Fidelity Investments in Highland Park, IL. While at Fidelity, Kevin provided advice to high net worth families and companies with combined assets of 1.2 billion. Before joining Fidelity Investments, he worked at the Chicago Mercantile Exchange.
Kevin is a designated CERTIFIED FINANCIAL PLANNER®. He earned a Bachelor of Science in Business from Xavier University. Kevin and his wife Melissa live in Northfield, IL, with their three children.
David Pedley, CFP®
David is one of the founders and managing principals of TreeTop. Dave has been in the financial services industry for more than14 years. Before founding TreeTop, David was a Vice President, Senior Account Executive of the Private Client Group at Fidelity Investments in Highland Park, IL. While at Fidelity, David provided advice to high net worth families and companies with combined assets of 1.2 billion.
David is a designated CERTIFIED FINANCIAL PLANNER® and earned his Bachelor of Science in Business from Miami University (OH). David lives in Wilmette, IL, with his daughter.
Ryan Nord, CFP®
Ryan is one of the founders and managing Principals of Treetop. Ryan has worked in the financial services industry for over 15 years. Before founding TreeTop, Ryan was Vice President, Senior Account Executive of the Private Client Group at Fidelity Investments in Highland Park, IL. At Fidelity, Ryan provided advice to individuals and companies with combined assets of 1.1 billion dollars.
Ryan is a designated CERTIFIED FINANCIAL PLANNER®. Ryan graduated from Brigham Young University with a Bachelor of Arts in English. Ryan and his wife Camie, live in Heber City, Utah, with their four children.
