Meet the Powerhouse Palabe Team
Chris Palabe, CFS, AIF®
Founder and CEO
Arlene Palabe, AIF®
Associate Wealth Manager
Elliot Palabe
Wealth Advisor
Mary Lou Moreno
Account Executive
Chris Palabe, CFS, AIF®
Founder and CEO
Welcome! I founded Palabe Wealth in 1996, a Financial Planning Firm serving businesses and individuals.
The focus of my Retirement Planning practice is to provide sound investment advice to Plan Sponsors and Individual Investors.
Over the years I have refined a consistent, strategic investment philosophy supported by a significant body of academic research. I believe that a widely diversified portfolio of investments tailored to each client’s unique risk tolerance level and financial goals is key to financial success.
Passion:
Equestrian/Dressage
Like investing, Dressage requires patience and discipline.
Best Burger in Town:
Au Cheval
Well worth the wait.
Favorite pastime:
Reading
Low cost, High Return on Investment
Arlene Palabe, AIF®
Associate Wealth Manager
Favorite Pet:
French Bulldog, Elsa
The Frenchie is a mix of three different breeds – diversified, just like my investment portfolio.
Passion:
Equestrian/Dressage
What do dressage and investing have in common: Dedication, discipline, and patience are principles that apply to both endeavors.
Favorite pastime:
Cooking great meals for my family
Preparation is key- just like it is for retirement
Elliot Palabe
Wealth Advisor
Hello! My name is Elliot. I am an Wealth Advisor at Palabe Wealth, a financial planning firm providing retirement plan solutions for businesses and individuals. I am passionate about crafting the firm’s brand to best communicate the valuable services we can provide for our clients. I help the Palabe team design retirement plans and work one-on-one with clients so that I can best serve their financial needs. I have a bachelor’s degree in Finance from the Foster College of Business at Bradley University and currently hold my Series 65,63,6, and SIE.
Queued up on the Driving Playlist:
A Podcast
Time is money!
Best Spot for Sushi:
Shakou
The perfect ratio of good food and ambience.
Favorite Biking Trail:
Chicago Lakefront Trail
I go the distance for our clients.
Mary Lou Moreno
Account Executive
I am an Account Executive at Palabe Wealth and are responsible for all aspects of account implementation, scheduling 401(k) and 403(b) Plan reviews, coordinating enrollment/educational meetings, providing administrative assistance in relation to changes in investment options, and assist plan sponsors in gathering information for 404(a)(5) participant reports. I am a graduate of Robert Morris University with a Bachelor's Degree is Business Management. I have been with Palabe Wealth since 2008. I assist in answering questions about statements, accounts, and plan details.
Favorite Vacation Spot:
Mexico
Keeping true to your heritage, maintains strong bonds.
Most Used Phone Ap:
Pintrest
I have a lot of interesting pins on my account.
Go-to Date Night:
Tuscany
You have to try the Pollo MonteCarlo. It's so good you won't want to share.
What Makes Us Different?
A whole lot!
25 Years of Experience
Advice That Is Always in Your Best Interest
Transparency
We take a comprehensive approach to meeting your retirement goals
Data Analytics from two powerful sources: LPL and Morningstar
Palabe Wealth and LPL
LPL was founded in 1989. As the nation’s leading independent broker-dealer*, LPL offers an integrated platform of proprietary technology, brokerage, and investment advisor services to more than 17,000 financial professionals and approximately 700 financial institutions. LPL also supports more than 4,000 other financial professionals with customized clearing solutions, advisory platforms, and technology. For more information about LPL Investments, visit LPL.com.
- LPL provides dedicated support and resources along with brokerage and advisory services to the financial professionals at Palabe Wealth.
- LPL has no proprietary investment products or investment banking operations. This empowers representatives Palabe Wealth to make informed recommendations based on objective research and unique client goals.
- Working with LPL gives representatives Palabe Wealth access to a wide range of products and services that can help us serve the needs of our clients.
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue
Palabe Wealth and Ed Slott's Master Elite IRA Advisor GroupSM
We are members of Ed Slott’s Master Elite IRA Advisor GroupSM. This group is designed to equip dedicated retirement professionals with up-to-date tools and resources to help their clients.
Ed Slott and Company is a well-regarded source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers and media across the country.
Wow! You do have me covered. Let's chat.
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Hello! I am a Financial Consultant and Managing Partner of Palabe Wealth and hold a Series 6 and 63 registration through LPL Financial. I assist Chris with new business development and collaborate with our account management team. I am dedicated to plan participant education and conduct workshops on various topics, such as Budgeting and the Value of Investing in a 401(k)/403(b) Plan. I am member of the Society of Human Resource Management (SHRM) as well as a member of the North West Resources Council, and Stateline SHRM. I am featured speaker for numerous organizations on topics in finance. I hold an AIF (Accredited Investment Fiduciary), which means I am held to a high standard of prudent practices.