Reichl, Munao, Jensen, Fosteras, Pavelski Group at Morgan Stanley

George joined Morgan Stanley in 1984 and is the founding partner of the Reichl Jensen Munao Gage Group. Along with his required FINRA securities license, George also holds life, annuity, and long-term care insurance licenses. He maintains the designation of Senior Portfolio Management Director at Morgan Stanley as well as CFP^® and CIMA^® certifications.

George attended DePaul University in Chicago where he earned a Bachelors of Science with Honors as well as a Masters of Business Administration. Chicago Magazine has named George as a Five-Star Top Wealth Manager in 2016, 2019, 2020, 2021, 2022, and 2023.

George's passions throughout his career have been analyzing the constantly changing investment landscape, identifying opportunities within the global markets, and maintaining strong relationships with his clients and their families.

For more than 35 years, he has helped clients create, implement, and execute their plans so that they can enjoy their retirement and their families. Having had the privilege of developing lifelong relationships with many of his clients and their children, George finds working with the next generation of these families especially rewarding.

A Chicago-area native with a strong commitment to his community, George serves on the Board of Trustees at Quest Academy in Palatine, where he chairs the school’s finance committee.

George is also active with charities benefiting children. He resides in Palatine with his wife, daughter, and their rescue dog. George’s hobbies include bowling, tennis, and maintaining a collection of vintage soda cans. He cherishes time spent with his family and bowling with his Dad.



2016, 2019, 2020-2023 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2016, 2019, 2020-2023)The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.

Ken joined Morgan Stanley and the team in 2002. As a Senior Portfolio Manager Director, he has maintained all FINRA required licenses as well as the Futures license, Life and Health Insurance licenses, and CFP certification. Ken attended Roosevelt University in Chicago where he earned his Bachelor of Science in Finance with Honors and is a member of the Franklin Honor Society. Ken has been recognized by Chicago Magazine as one of the Five Star Top Wealth Managers in 2016, 2019, 2020, 2021, and 2022.

By carefully listening to his clients, Ken strives to find the best financial solutions for each client's needs, whether an individual client or small to mid-sized business owner. Concentrating on investment management, financial planning and retirement income planning services, Ken follows three simple principles; always put client interest first, set realistic expectations, and keep clients informed through superb customer service and frequent interactions. Ken understands that his clients want to have a plan in the event that we see darker days, so he will work on a risk-reduction plan that fits your needs.

Ken lives in Mount Prospect and enjoys spending time with his wife Jennifer and their two children Kayla and Kenny Jr. In his free time, he enjoys studying astronomy, woodworking, barbequing and coaching his children's baseball and basketball teams.


2016, 2019, 2020-2022 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2016, 2019, 2020-2022)The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.

Throughout Robert’s more than 29 years in the financial services industry, he has helped clients withstand a dot com crisis, major recession and some of the most volatile markets in history. As a Morgan Stanley-credentialed Senior Portfolio Management Director, he assumes responsibility for day-to-day investment decisions that his clients would rather not make on their own. In fact, Robert is an avid student of the markets who has developed 29 proprietary portfolio models for investors with varying risk tolerances and needs for growth, income or a combination of both. Before he makes any investment decisions on behalf of his clients, however, Robert spends considerable time determining what those clients want from their investments and whether they can be comfortable with the risk involved. His methodical, collaborative approach has earned him the trust of literally hundreds of clients who look to him for not only investment management, but guidance in virtually every aspect of their financial lives.

A Chicago area native, Robert graduated from Roosevelt University with a double major in Accounting and Finance. He continued his financial education at Morgan Stanley where he earned the prestigious CERTIFIED FINANCIAL PLANNER(TM) (CFP^®) and Certified Investment Management Analyst (CIMA^®) designations. The former provides him with the credentials to help clients manage debt, plan their estates and meet goals that go beyond investing. The latter provides him with insights on asset allocation and portfolio construction that have proven instrumental in his asset management efforts. Robert takes pride in the fact that he has been named a Top Wealth Manager in Chicago Magazine every year since 2012.*

Outside the office, Robert spends much of his time rooting for his two children as they play Soccer, Volleyball and other school sports. He and his family reside in South Barrington.



* This award was issued on 2012-2022 based on an evaluation process as described below. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following:
• Favorable regulatory and complaint history review. As defined by FSP, the wealth manager has not: 1.) Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; 2.) Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed, or denied complaints with any regulatory authority or FSP’s consumer complaint process.
• Personal bankruptcy filing within the past 11 years.
• Termination from a financial services firm within the past 11 years.
• Conviction of a felony.
• One-year client retention rate.
• Five-year client retention rate.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.

2012-2022 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2022)The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.

Meet Anna Maria Fosteras, an experienced financial advisor whose exceptional ability to connect with people on a profound level helps to set her apart in the financial advisory world. Her passion lies in guiding individuals and families through critical life decisions and changes, especially those who are now finding themselves living “Plan B”. She works with clients and their families, delving into their dreams and aspirations to transform those wants and wishes into tailored wealth management strategies, enabling clients to navigate to their unique true north.

Anna Maria's commitment to excellence is unwavering. Her relentless pursuit of knowledge led her to earn notable designations, such as the CERTIFIED FINANCIAL PLANNER (CFP^®) practitioner, Certified Investment Management Analyst (CIMA^®), and Certified Private Wealth Advisor (CPWA^®). In 2022, she also achieved admittance to Morgan Stanley’s exclusive Alternative Investments Director Designation Program, further enhancing her capabilities.

Anna Maria graduated from New York University’s Stern School of Business majoring in Marketing and International Business in 1990 and received her MBA in Global Management from the Thunderbird School of Global Management in 1997. She began her career in financial services with Citibank in Milan and subsequently London where she also worked for Barclays. She joined Morgan Stanley in 2012. Her global perspective and business acumen infuse her work with a unique flair.

But Anna Maria is not all business; she values the importance of creating cherished memories with her family. When she's not advising clients, you can find her embarking on exciting travel adventures with her son Damian. Fun and memorable family experiences are at the core of her priorities. In her leisure time, Anna Maria embraces life to the fullest. She finds serenity in practicing yoga, embraces the challenges of her Peloton rides, and revels in the great outdoors through hiking and boating. Her faithful companion, Paddington, accompanies her on leisurely walks, adding a touch of charm to her everyday life.

Anna Maria Fosteras isn't just a financial advisor; she's a lifelong learner, and a dedicated advocate for her clients' dreams. Join her on a journey where finance meets heart, where every detail matters, and where financial success is a pathway to achieving life's most cherished goals.

Mark joined the Reichl, Jensen, Munao, Gage Group in 2011. He holds all the required FINRA Series Licenses, 7, 66, 31 as well as Health and Life insurance for Illinois. Together with George and Ken, Mark works with individuals, families and business owners on their plans for retirement. Given the unique plans of clients, the team focuses on designing portfolio strategies and financial plans for each client's specific needs.

Mark graduated from Creighton University with a degree in Business Administration. His first job out of college was with Jewel Companies in Chicago where he advanced to hold Vice Presidencies in manufacturing, sales and marketing and general management. He was Chief Operating Officer of Richelieu, In., Chairman of the Board and President of Lesto, Inc., where he doubled earnings during his time there. Mark spent more than 35 years in the food and beverage industry before joining Morgan Stanley.

In his spare time, Mark enjoys spending time with his family, especially his grandchildren. He also likes to play a round of golf with his friends, family and clients.

Debby has over 20 years of experience in managing customer relationships in both corporate America and in her own small business. Her problem-solving abilities, aptitude for empathizing with others and her excellent follow-up skills make her a great addition to the client service team here at Morgan Stanley. She holds both Series 7 and Series 66 licenses.

On a personal note, Debby and her husband have 3 grown boys, and a Boxer named Cooper. She enjoys gardening, reading, entertaining, and live music. She also volunteers at the PADS shelter at her church.

Joan began her career in the Financial Services field in 1982 and began working at Morgan Stanley in 2002. Throughout the years, one thing is certain – the business is ever changing.

Joan enjoys building relationship with clients, while at the same time assisting them with their various financial needs on a daily basis. She is licensed, therefore able to assist in trade requests. Joan has embraced the digital world is looking forward to streamlining the client experience in a more expeditious fashion.

In her free time, Joan is a passionate photographer, always looking for opportunities to capture special moments in time through photographs. She loves rollerblading, a good book, movies, long walks and spending time with her husband, children and grandchildren.

Brian joined Morgan Stanley and the Reichl, Jensen, Munao, Gage Group in November 2019 as an intern. In August 2020, Brian became a full-time CSA with the group. Shortly after, he completed the Series 7 and Series 66 FINRA securities licenses to become a Registered CSA. Brian also holds life, accident and health insurance licenses.
Brian attended the University of Minnesota, where he graduated in May 2015, earning a Bachelor’s of Science in Business and Marketing Education. In May 2020, he graduated from the Iowa State University Graduate College, earning his Master’s of Family and Consumer Sciences in Family Financial Planning.
Through academics, Brian developed a passion and fascination for financial advising and wealth management. The valuable experiences in academics, combined with a variety of unique personal and life experiences, have given him the interpersonal skills and knowledge to collaborate with clients in an effective and efficient manner.
On a more personal note, Brian is a former football player, and still enjoys spending time with friends and family getting together to watch sports, particularly his ISU Cyclones.