Our Story and Services

Preston has over 10 years of experience as a financial advisor with a passion for empowering clients to meet their financial goals through personalized planning. Preston joined Morgan Stanley in 2019 after previously working at Merrill Lynch as a financial advisor.

Preston holds the designation of Portfolio Management Director at Morgan Stanley. He manages equity, fixed income, and alternative portfolios on behalf of his clients. He also holds the Charted Financial Consultant designation.

Preston earned a B.S. in Finance at Indiana University.

Preston resides in Evanston, IL with his wife and son. In his free time, Preston enjoys cooking, traveling, and exploring the outdoors with his family.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Smart Planning Starts Here

At the Calfee Poore Group, we provide personalized financial planning designed to align with your life goals. From budgeting and investing to retirement and legacy strategies, our approach offers clarity, confidence, and control-so you can make informed decisions at every stage of life.
Your Vision, Our Expertise
Financial success starts with a clear vision and a trusted advisor who understands your unique goals. We provide customized strategies that evolve with your life, helping you confidently navigate market changes, plan for major milestones, and protect what matters most. With comprehensive services including investment management, retirement planning, and estate solutions, our approach is designed to bring clarity and peace of mind.

Confidently Plan for the Retirement You Deserve

Retirement isn't just the end of a career-it's the beginning of a new chapter. Whether you're just starting to plan or are nearing retirement, we provide personalized strategies to help you achieve financial independence, maintain your lifestyle, and enjoy the freedom you've earned.
    Start with a Retirement Roadmap
    A clear plan is the foundation of a successful retirement. We assess your goals, income sources, and future needs to create a tailored roadmap that evolves with you.
    Maximize Your Retirement Income
    From Social Security optimization to investment withdrawals and pension planning, we help you coordinate your income sources to ensure your money works as hard as you did.
    Protect What You've Built
    We implement strategies designed to minimize taxes, manage risk, safeguard your wealth, and help you increase your
    comfort level through every stage of retirement.
    Live the Life You Envision
    Whether it's travel, time with family, or a new passion project, retirement should be fulfilling. We align your financial strategy with the lifestyle you want to lead-now and for years to come.

Comprehensive Financial Planning for Families

Your family's future is worth protecting and planning for-at every stage of life. Whether you're starting a family, navigating major expenses, or preparing for the next generation, we work closely with you to build a financial strategy that brings peace of mind today and security for tomorrow. With thoughtful planning, we help you balance daily financial responsibilities with long-term goals like education, protection, and legacy.
    Education Planning
    From preschool to post-grad, the cost of education continues to rise. We help you plan ahead by exploring tax-advantaged education savings vehicles-like 529 plans and custodial accounts-so you can give your children and grandchildren the opportunity to learn and grow without sacrificing your other financial priorities.
    Managing Debt and Saving Together
    Families often juggle competing financial goals: mortgage payments, childcare, savings, and retirement. We help you prioritize and create a balanced plan that manages debt responsibly while building a strong foundation for future wealth. With the right strategy, you don't have to choose between living well today and saving for tomorrow.
    Planning for Future Generations
    Your legacy is about more than assets-it's about values, goals, and intentions. We help you plan thoughtfully for the transfer of wealth, whether through gifting strategies, trusts, or broader estate planning collaboration. Together, we ensure your family is financially prepared and your wishes and honored for generations to come.
    Building a Strong Foundation for Your Family
    Every family needs a stable financial base to grow from-whether you're just starting out, raising children, or preparing for retirement. We help you put the right pieces in place, from budgeting and savings to long-term planning, so you can feel confident about the road ahead and focus on what matters most: your family.

A Guided Partnership for your Financial Future

Your financial journey deserves clarity, trust, and personalized support. Whether you're beginning your planning process, adjusting to life changes, or refining long-term goals, we work closely with you every step of the way. Our process is built around transparency, collaboration, and strategies designed with your unique strategies designed with your unique needs in mind-so you can move forward with confidence and purpose.
    Discovery and Goal Setting
    We begin by getting to know you-your values, goals, and what matters most. Through thoughtful conversations and guided discovery, we gain a clear picture of your financial life and priorities, laying the groundwork for a truly personalized plan.
    Building your custom strategy
    Your financial needs aren't one-size-fits-all, and your plan shouldn't be either. We design a strategy that reflects your goals, time horizon, and risk tolerance-whether it's investing, retirement planning, or managing cash flow-every element is built to align with your life.
    Clear communication and Ongoing Guidance
    Transparency and trust are central to every client relationship. We ensure you understand each recommendation, stay informed about progress, and have a dedicated partner to turn to for ongoing questions or updates as life evolves.
    Adapting as Life Changes
    Financial plans must be flexible. As your circumstances change-career moves, growing your family, or shifting market conditions-we work with you to adjust your strategy so it stays aligned with your long-term vision
    Long-Term Partnership
    We're committed to helping you achieve not just financial stability, but true peace of mind. Our relationship doesn't end after the plan is delivered. We're here to walk alongside you through the seasons of life and the opportunities ahead.

Location

111 S Pfingsten Rd
Ste 200
Deerfield, IL 60015
US
Direct:
(847) 291-5640(847) 291-5640

Meet The Calfee Poore Group

Photo of Joy Majewicz

Joy Majewicz, CRPS

Portfolio Associate
Phone:
(847) 291-5587(847) 291-5587

About Tom Calfee

Securities Agent: VA, CA, CO, NV, IN, AZ, WI, WA, MN, FL, TX, TN, OH, IL, NY, IA, NM, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 560216

About Preston Poore

Preston brings over 10 years of experience as a financial advisor, driven by a passion for helping clients achieve their financial goals through personalized planning. Since joining Morgan Stanley in 2019, after a successful stint at Merrill Lynch, Preston has been dedicated to providing tailored financial solutions and exceptional client service.

In his role as a Portfolio Management Director at Morgan Stanley, Preston manages a diverse range of portfolios, including equity, fixed income, and alternative investments, ensuring that each client's unique needs are met. His expertise is further highlighted by his Chartered Financial Consultant designation, reflecting his commitment to professional excellence.

Preston holds a Bachelor of Science in Finance from Indiana University, which has equipped him with a solid foundation in financial principles and strategies.

Living in Evanston, IL, with his wife and son, Preston enjoys a well-rounded personal life. In his free time, he is passionate about cooking, traveling, and exploring the outdoors with his family.
Securities Agent: TN, AL, NM, IN, DC, WI, RI, PA, NE, MA, IA, WV, GA, WA, IL, AZ, TX, OH, NC, MT, CO, CA, VA, SC, NJ, MO, MI, OR, NY, MN, MD, FL, NV, KS; General Securities Representative; Investment Advisor Representative
NMLS#: 1241315
Wealth Management
From Our Team

On the Markets

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Wealth Management
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Portfolio Insights

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Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Retirement plan participants
  • Annuities
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A Simple Six-Step Retirement Checkup
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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Learn More about Investing
Rational Investing in an Age of Uncertainty
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Rational Investing in an Age of Uncertainty

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

Family

Creating customized financial strategies for the challenges that today’s families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Learn More about Family
529 Plans: A Powerful Tool to Save for Education
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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Learn More about Business Planning
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Learn More about Philanthropy
Donor Advised Funds: A Smart Way to Manage Your Giving
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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact The Calfee Poore Group today.
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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

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