Meet Our Team
Darrin J. Shallcross, CFP®, ChFC, CRPC
Private Wealth Advisor
630.469.6974
Darrin Shallcross is a Private Wealth Advisor at Osaic Wealth, a leading broker-dealer and registered investment advisor. He holds the Certified Financial Planner® (CFP®) credential and the Chartered Retirement Planning Counselor (CRPC®) designation, demonstrating his expertise and commitment to ethical and professional standards in the financial planning industry.
With over 20 years of experience in providing innovative and customized wealth management solutions, Darrin leads a team of professionals who serve a diverse range of clients, including executives, professionals, business owners, and retirees. He and his team use a six-step financial planning process to create and implement comprehensive plans that focus on estate planning strategies, retirement income planning, investment portfolio review, tax reduction strategies, and insurance and personal risk management. Darrin's mission is to deliver the best possible client experience and help his clients achieve their financial goals and dreams.
Amy G. Sloma, CFP®
Financial Planner
Amy has worked in the financial services field since 1997. She works closely with Darrin in the strategic implementation of the team's business plan and optimization of business practices. She also has portfolio management and client development responsibilities and meets with clients to review their current holdings and resolve open issues.
Amy holds the FINRA Series 7 and 66 licenses, as well as the Illinois Life and Health Insurance license. She graduated with honors from Roosevelt University with a bachelor's degree in business and holds a master's degree in education. Amy completed additional post-graduate work at DePaul University, obtaining her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2019. She is an avid lifelong learner and enjoys planning with clients, working towards the accumulation, preservation, and transfer of wealth through generations.
Amy loves being outdoors; hiking, kayaking and biking. She resides in the northwest suburbs where she enjoys spending family time with her husband and their four children.
Jennifer Menzies
Practice Manager
Jennifer joined Shallcross Financial Planning in 2015. She prioritizes nurturing client relationships with care and professionalism, focusing on assisting clients in reaching their goals. In her role as practice manager, Jennifer oversees all aspects of client service, compliance and operations while also collaborating with colleagues across the firm to bring improvement to practices and procedures. She holds the FINRA series 7, 6 and 63 licenses.
Born and raised in a small town in northern Illinois, Jennifer attended Illinois State University and earned a B.A. in Political Science with a focus on International Relations. Married with two adult sons, she currently resides in the Chicago suburbs. In her free time, she enjoys tackling interior design projects, exploring the outdoors, exercising and reading.
Anthony Berardi, CFP®
Planning and Investment Specialist
Anthony graduated from Loras College with a bachelor’s degrees in finance and economics. Since 2020, he has worked in the financial services industry. His past experiences and education allow him to help serve our clients through back-office functions and assist in the preparation of financial plans.
He holds the FINRA series 7 and 66 licenses, as well as the Illinois Life and Health Insurance license. During his undergraduate studies, Anthony completed coursework that enabled him to obtain the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification in 2021.
Egan Klingl
Customer Service Representative
Egan was adopted from an orphanage in Novokuznetsk, Russia when he was five years old. He grew up in Wheaton, IL, attending Franklin Middle School and Wheaton North High School. After graduating from the University of Missouri in 2020 with a degree in Personal Finance Planning, he has worked in the financial services industry for the past three years as a client service associate. As a CSA, Egan enjoys being able to establish new relationships with both coworkers and clients.
Egan is currently studying for the FINRA Series 7 licensing exam. In his free time he enjoys walking in nature, taking bike rides and playing sports.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.