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Embark on a journey towards a more fulfilling and efficient practice. Connect with Vertex Planning Partners to explore how our Affiliation Model can transform your advisory business.

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We’re here to help. Email or call us and speak with a Vertex Planning Partner Advisor who will answer any questions you might have: 630.836.3300 or in**@ve************.com

Meet the Team

Our team at Vertex Planning Partners is our greatest asset. Comprising seasoned financial advisors, strategists, and industry experts, we bring a diverse range of experiences and insights to the table. Each team member is dedicated to providing personalized solutions that align with our clients’ unique financial journeys.

Scott A. Sandee, 
CFP®, CIMA®, CPWA®, CEPA

Managing Partner

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Gregory P. Benner,
CPWA®, CFP®, CLU®, CHFC®, AIF®, RMA®

Managing Partner

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Steven P. Franzen, 
CPA, PFS, CGMA

Managing Partner

Julie Hupp, 
CFP®, MBA

Partner

Michael D. Bellis, 
CFP®, CLU®

Managing Partner

Christopher C. Huston,
CIMA®, CAIA®, AIFA®, AIF®

DIRECTOR OF
PORTFOLIO MANAGEMENT

Tammy T. Billadeau,
CFP®, CDFA®, AAMS®

DIRECTOR OF 
FINANCIAL PLANNING

Peter M. Babilla,
CFP®, CRPS®

SENIOR 
WEALTH ADVISOR

Justin J. D’Agostino,
CFP®, CRPC®, AIF®

PRIVATE 
WEALTH ADVISOR

Cindy Mittlestaedt,
CFP®

ASSOCIATE ADVISOR

Sean Baloun, CFA®

Portfolio Manager

Edward Smith

Operations Manager

Gail Cannata

CLIENT SERVICE TEAM LEADER

Connie Gross

ADMINISTRATIVE
MANAGER

Lindsey Benner

CLIENT SERVICE ASSOCIATE

Linda M. Chasteen

CLIENT SERVICE ASSOCIATE

Juliette Hackett Engelhardt

CLIENT SERVICE ASSOCIATE

Kara Owen

CLIENT SERVICE ASSOCIATE

Megan Rouse

CLIENT SERVICE ASSOCIATE

Natalie Morris

CLIENT SERVICE ASSOCIATE

Learn more at VertexPlanningPartners.com

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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Vertex Planning Partners, LLC, a registered investment advisor. Vertex Planning Partners, LLC is a separate entity from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The testimonial statements were made by clients of the financial professional as of 01/18/2024. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.

© 2024 Vertex Partners. All rights reserved.

Scott A. Sandee CFP®, CIMA®, CPWA®, CEPA

MANAGING PARTNER

Scott Sandee brings over 20 years of experience as Managing Partner. He is responsible for leading the firm’s efforts in assisting middle-market business owners and seven and eight-figure families to plan and realize financial goals based on their unique aspirations and situations.

With a privately held family business background, Scott has helped owners prepare for and execute a successful transition. In addition, he works with business owners and their advisors to develop financial strategies to maximize sales proceeds and minimize future taxes.

Before joining Vertex, Scott served in financial planning and investment strategy roles at Oxford Financial Group, Capital Group, and The Northern Trust Company, working with Chicago’s HNW/UHNW families clients.

Scott holds the Certified Financial Planner®, Certified Private Wealth Advisor®, Certified Investment Management Analyst®, and Certified Exit Planning Advisor designations. Scott earned his B.S. in Computer Science from Northern Illinois University, and his family resides in Wilmette, IL.

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Connect

Connecting with Vertex Planning Partners is your first step towards the freedom and flexibility of independence.  Reach out to discuss how to take the first step.

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Schedule a meeting with a Managing Partner from Vertex Planning Partners to answer your questions. 

p: 630.836.3300 – e:  in**@ve************.com

Gregory P. Benner, CPWA®, CFP®, CLU®, CHFC®, AIF®, RMA®

MANAGING PARTNER

Gregory P. Benner, CPWA®, CFP®, ChFC®, CLU®, AIF®, RMA® has over twenty-two years of experience as a financial advisor. Greg’s practice is based on developing holistic financial plans that help his clients integrate sophisticated retirement, tax, risk management and estate planning strategies into an actionable plan, then stay the course as their behavioral coach.

Prior to founding Vertex Planning Partners, LLC, Greg spent four years as a founding partner of a Registered Investment Advisory firm affiliated with LPL Financial. He also spent seven years with JPMorgan Chase as a Senior Financial Advisor and was a Financial Representative with Northwestern Mutual Life.

Greg holds the Certified Private Wealth Advisor® designation and is a CERTIFIED FINANCIAL PLANNER™ Certificant. He also holds the Chartered Financial Consultant®, Chartered Life Underwriter®, Accredited Investment Fiduciary™, and Retirement Management AdvisorSM designations. He earned a B.S. in Finance from Miami University.

He and his wife Lindsey reside in Naperville, IL with their daughter and twin sons.

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