Broker Check

Our team approach adds perspective to all we do in an effort to provide increased benefits to our clients.

Meet Our Team

John Klaas

John E. Klaas, Jr.

CEO & Founder

(630) 425-5951

john.klaas@puzzlewealth.com

John’s career began in 1988 on the anniversary of one of the equity market’s most tumultuous days, and in the years since, he has helped clients manage their wealth through 10 market corrections and three recessions. His dedication to...
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Karoline O’Connor

Karoline O’Connor

COO

(630) 425-5955

karoline.oconnor@puzzlewealth.com

Karoline has over 30 years of experience in the financial services industry. She partnered with John Klaas in 1995 and they’ve remained a solid team ever since. As Executive Director & CSO, a few of the things she is responsible for...
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Steven Connolly

Steven Connolly, CFP®

CIO

(630) 425-5953

steven.connolly@puzzlewealth.com

Steve firmly believes that by getting to know his clients’ complete financial situation, from their investment holdings to their liabilities to their short-term and long-term goals, he is able to deliver not just a singular investment...
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David Millington

David Millington, CFP®, CIMA® CEPA® , SE-AWMA®

President

(630) 425-5952

david.millington@puzzlewealth.com

David prides himself on advising clients with the intention of reducing or eliminating financial stress. David has worked with John, Karoline, and Steve since 2003. He has taken a passion to the investment world ever since he built his...

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Robert A. Davit

Robert A. Davit, CIMA®

Managing Director

(630) 425-5954

bob.davit@puzzlewealth.com

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Kathleen A. Miller

Kathleen A. Miller

Director, Operations

(630) 425-5959

kathleen.miller@puzzlewealth.com

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Alexander W. Klaas

Alexander W. Klaas

Wealth Advisor

(630) 425-5957

alexander.klaas@puzzlewealth.com

SCHEDULE A MEETING Alex joined the team in 2014 while at UBS Financial Services. He enjoys the complexity of the Puzzle financial planning process and focuses on creating a customized goals analysis for each one of his clients. Being...

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Christopher John Sagan

Christopher John Sagan, CFP®, AWMA®

Wealth Advisor

(630) 425-5958

chris.sagan@puzzlewealth.com

SCHEDULE A MEETING Chris joined the team in 2017. As a CERTIFIED FINANCIAL PLANNER™, Chris enjoys working with clients, and planning for their future through comprehensive, coordinated, and holistic financial planning. He helps clients...

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Mark C. Gorman

Mark C. Gorman, MBA

Director, Trading

(630) 425-5960

mark.gorman@puzzlewealth.com

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Allison Tregoning

Allison Tregoning

Operations

(630) 425-5956

allison.tregoning@puzzlewealth.com

Allison joined the Puzzle Wealth Solutions team shortly after it’s launch in 2021. She is responsible for maintaining our operational processes as well as the implementation of our trading models in client’s portfolios. Before joining...
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Lisa Millington

Lisa Millington

Corporate Business Development

(817) 380-9600

lisa.millington@puzzlewealth.com

Lisa joined Puzzle Wealth Solutions as a Business Development professional in October of 2023. Married to David, Puzzle's President, for 14 years, and a proud mother of two boys, she brings a wealth of experience in sales, marketing,...
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