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Sean H. Claiborne
Vice President
Wintrust Investments

708.474.1306 Direct

First National Bank of Illinois - Lansing

3256 Ridge Road
Lansing, Illinois 60438

Dyer Bank & Trust
By appointment only
1101 Joliet Street
Dyer, Indiana 46311

First National Bank of Illinois - Lynwood
By appointment only
19500 Torrence Avenue
Lynwood, Illinois 60411

Markham Bank & Trust
By appointment only
3120 W. 159th Street
Markham, Illinois 60428

South Holland Bank & Trust
By appointment only
200 W. 162nd Street
South Holland, Illinois 60473

Sean Claiborne serves as a Financial Advisor located in Lansing, Illinois at the First National Bank of Illinois. Sean has more than 10 years of financial services industry experience in a wide scope of areas including banking, tax preparation, insurance, and investments. Sean joined Wintrust Wealth Management in 2014 and believes in treating every client like family by helping them reach their financial goals.

Sean leads with care and compassion and follows up with attention to detail and accountability for each and every one of his clients. Sean began his investment career at JP Morgan Chase & Company where he served as a Financial Advisor; most recently, Sean was employed with Fifth Third Bank in an Investment Executive role where he concentrated on portfolio management, investments, and risk management for his clients.

Sean earned a Bachelor of Science degree from Northwestern University. He holds FINRA Series 7, 63, and 65 Registrations, in addition to Illinois, Indiana, and Michigan Life and Health Insurance, and Long-Term Care Insurance Licenses.


David A. Gaffney
Vice President
Wintrust Investments

708.246.0203 Phone
844.735.8124 Fax

Old Plank Trail Community Bank - New Lenox

280 Veterans Parkway
New Lenox, Illinois 60451

Shorewood Bank & Trust
By appointment only
931 Brook Forest Road
Shorewood, Illinois 60431

Joliet Bank & Trust
By appointment only
2108 W. Jefferson Street
Joliet, Illinois 60435

David A. Gaffney is a Financial Advisor who began his career in the financial industry in 1986. With his deep experience and commitment to service, Dave strives to exceed client expectations with a customized approach to managing their wealth. He helps address their current financial needs and plan for their long-term goals.

Prior to joining Wintrust in 2015, Dave was a Financial Advisor in the Orland Park, Illinois offices of at A.G. Edwards and RBC Wealth Management. Early in his career, he also spent 12 years working in the 30-year bond pit at the Chicago Board of Trade.

Dave has a Bachelor of Science degree in Business Administration, with a concentration in Finance from Creighton University in Omaha, Nebraska. He holds FINRA Series 7, 63, and 66 licenses, in addition to an Illinois Life Insurance License.

Dave resides in New Lenox with his wife, Vicki, and their four children. He enjoys being active in his community. Dave’s past leadership roles include being an Alderman in Palos Heights and President of the New Lenox Chamber of Commerce. He is currently President of Lincoln-Way West High School’s Athletic Boosters.

 


Jonathan W. Dawson
Vice President
Wintrust Investments

708.326.2571 Direct
877.246.5202 Fax
630.854.3021 Mobile

Old Plank Trail Community Bank - Frankfort

20901 South LaGrange Road
Frankfort, Illinois 60423

By appointment only
7626 West Lincoln Highway
Frankfort, Illinois 60423

Old Plank Trail Community Bank - Mokena
By appointment only
20012 Wolf Road
Mokena, Illinois 60448

Orland Park Bank & Trust
By appointment only
15330 S. LaGrange Road
Orland Park, Illinois 60462

As a Financial Advisor with the Panici-Dawson Team, Jonathan Dawson works with his clients using a collaborative approach to understand their unique circumstances and design a solution to build, protect, and transfer wealth for generations. With over 10 years of investment planning experience, Jon helps his clients define their goals and identify the strategies and products best suited to help them achieve those objectives.

Prior to joining the firm, Jon served clients at Banc of America Investments, formerly LaSalle Financial Services.

Jon graduated from the University of Missouri with a bachelor’s degree in Economics and holds FINRA Series 7 and 66 Licenses, as well as his Illinois Life, Health, Variable Annuities, and Long Term Care Insurance Licenses. Jon is married and lives in Chicago. He is also a member of the 2013 Chairman's Club.

THE PANICI-DAWSON TEAM

The Panici-Dawson Team is led by Jonathan Dawson and Cataldo Panici with support from Tracy Schultz, Karen Kilinskis, and Kitty Selman.


Cataldo Panici, CFS
Senior Vice President
Wintrust Investments

708.326.2570 Direct
866.947.1235 Fax
815.690.9024 Mobile

Old Plank Trail Community Bank - Frankfort

20901 South LaGrange Road
Frankfort, Illinois 60423

By appointment only
7626 West Lincoln Highway
Frankfort, Illinois 60423

Old Plank Trail Community Bank - Mokena
By appointment only
20012 Wolf Road
Mokena, Illinois 60448

Orland Park Bank & Trust
By appointment only
15330 S. LaGrange Road
Orland Park, Illinois 60462

Cataldo Panici is the Senior Financial Advisor on the Panici-Dawson Team and brings over 20 years of financial services experience to the firm. Offering a full suite of investment products and programs, he helps his clients develop customized strategies designed to meet their unique needs and objectives. Cataldo is focused on understanding the entirety of his clients’ personal circumstances and ensuring that their financial strategy reflects their long-term goals, risk tolerance, income and tax considerations, and overall investment allocation. His philosophy is built upon helping his clients achieve success through sound judgment, disciplined advice, and careful planning.

Cataldo received a bachelor’s degree in Marketing from Saint Joseph College and serves as a board member for his high school alma mater’s education foundation. He holds FINRA Series 7, 63, and 65 Licenses in addition to Life, Health, and Variable Annuities Insurance Licenses. He is married, has two sons, and lives in Tinley Park, Illinois. Cataldo is also a member of the 2013 Chairman's Club.

THE PANICI-DAWSON TEAM

The Panici-Dawson Team is led by Jonathan Dawson and Cataldo Panici with support from Tracy Schultz, Karen Kilinskis, and Kitty Selman.



Robert P. Sanfilippo
Financial Advisor
Wintrust Investments

815.462.1017 Phone

Old Plank Trail Community Bank - New Lenox

280 Veterans Parkway
New Lenox, Illinois 60451

Shorewood Bank & Trust
By appointment only
931 Brook Forest Road
Shorewood, Illinois 60431

Joliet Bank & Trust
By appointment only
2108 W. Jefferson Street
Joliet, Illinois 60435

Robert Sanfilippo is a Financial Advisor with over 30 years of financial services experience. Bob joined the firm in 2017 and works to create an investment plan tailored to each individual’s unique needs. With his vast knowledge of equity markets and attention to customer service, he works to construct a long-term strategy and implement a plan to achieve and meet each client’s financial objectives.

Before joining the firm, Bob spent over 25 years as an Institutional Broker on the Chicago Stock Exchange. As a principal of his own firm, he maintained client relationships such as Goldman Sachs and Merrill Lynch.

Bob graduated from Elmhurst College with a BS in Finance and Economics. He holds the FINRA Series 7 License and was a past Board Member of Security Traders of Chicago. He currently serves as a Commissioner of the Tinley Park Park District and volunteers his time coaching youth football. He lives in Tinley Park with his wife and three sons.


 

 

Tracy Schultz
Senior Financial Associate
Wintrust Investments

708.326.2587 Direct
877.243.1767 Fax

Old Plank Trail Community Bank - Frankfort

20901 South LaGrange Road
Frankfort, Illinois 60423

By appointment only
7626 West Lincoln Highway
Frankfort, Illinois 60423

Old Plank Trail Community Bank - Mokena
By appointment only
20012 Wolf Road
Mokena, Illinois 60448

Orland Park Bank & Trust
By appointment only
15330 S. LaGrange Road
Orland Park, Illinois 60462

Tracy Schultz is a Senior Financial Associate and has been with the firm since 1996. She joined the Panici-Dawson Wealth Management Team in 2015 and relocated her office to Old Plank Trail Community Bank to serve individuals and families in her hometown of Frankfort.

Tracy specializes in a warm, personalized, and consultative client service approach. She strives to deliver personal attention from the onset of every relationship to build a solid foundation for a successful partnership. With an emphasis on growing, protecting, and preserving wealth, Tracy helps clients identify their short- and long-term goals and craft custom investment strategies for every stage of their lives.

Tracy believes that every client deserves a caring and competent advisor who delivers service with unbending standards of integrity and can help them navigate the myriad of investment opportunities available in the marketplace today. As a licensed insurance provider, she also believes that a plan is not complete until the issues of life insurance and long-term care coverage are carefully considered. Tracy’s ongoing role with her clients refines and evaluates the progress of their plans in light of the changes that occur in one's lifetime.

Tracy resides in Frankfort with her husband and two young children. In her spare time, she enjoys golfing and coaching youth sports.

THE PANICI-DAWSON TEAM

The Panici-Dawson Team is led by Jonathan Dawson and Cataldo Panici with support from Tracy Schultz, Karen Kilinskis, and Kitty Selman.

 

Securities, insurance products, financial planning, and investment management services offered through Wintrust Investments, LLC (Member FINRA/SIPC), founded in 1931. Trust and asset management services offered by The Chicago Trust Company, N.A. and Great Lakes Advisors, LLC, respectively.

Investment products such as stocks, bonds, and mutual funds are:
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY