Christina Walasik, CFP®

The president of the company, Christina Walasik, has over a decade of experience in the financial services industry. Before starting Pickwick Wealth Management, LLC, she was VP of a successful financial services firm in Skokie, IL for 13 years. Christina’s degree in Finance from DePaul University complements her extensive background that encompasses retirement planning, wealth management, legacy planning, review of social security benefits and tax planning. Christina prides herself on the relationships she’s built with her clients over the years and understands the importance of creating a financial plan that best suits a family’s needs. Christina obtained her CFP® certification through Northwestern University.


Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Andrew Caverley

Andrew Caverley joins Christina as the Director of Operations of Pickwick Financial Group. Andrew completed his degree at Michigan State University (he’s a HUGE Spartan fan) in Human Resources with a specialization in Business and cognate in Political Science. He has extensive experience in financial services and in general management practices. Andrew and Christina have known each other professionally for years, and their complimentary skill sets maximize your experience with our firm.

Strategic Alliances

Michael Binger, CFA®
President
Gradient Investments, LLC

As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 30 years of industry experience including prior roles managing multi-billion dollar portfolios for an institutional asset manager. Michael is a CFA® charterholder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.

Jeremy Bryan, CFA®
Senior Portfolio Manager
Gradient Investments, LLC

Jeremy has been with Gradient Investments since 2016 and has more than 20 years of investment experience. Jeremy is a CFA® charterholder and his previous job history includes equity research and portfolio management for institutional asset managers and hedge funds in Minneapolis and New York. He is a frequent contributor to media outlets including CNBC, Fox Business, Reuters, Bloomberg, and the Wall Street Journal.

Keith Gangl, CFA®
Portfolio Manager
Gradient Investments, LLC

Keith joined Gradient Investments in 2018 and has more than 25 years of industry experience. Prior roles include asset management for a multi-billion dollar portfolio with a large institutional asset management firm. Keith is a CFA® charterholder, managed a Lipper Award winning mutual fund, and has been featured in media outlets such as Investor’s Business Daily, Nasdaq, Reuters, and Bloomberg.

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.