Meet Our Team

Nancy Coutu, CFP®, CLU®, ChFC®

Nancy Coutu is a principal of Money Managers, Ltd. and Money Managers Advisory. She was born in Chicago, Illinois. Ms. Coutu earned a Bachelor or Arts degree in Business Management with a double major of Finance and Economics from Loyola/Mundelein College, Chicago, Illinois.

She entered the Financial Planning Industry in 1981 as a Registered Representative with American Express Investment Advisors. She was also an agent for IDS Life Insurance Company, a wholly owned subsidiary of American Express.

After hiring and training one of the top Districts, Nancy left American Express to start her own independent financial planning firm.

Nancy is also a licensed agent for the sales of Life, Disability, Medical, and Long-Term Care Insurance, as well as, Fixed, Variable and Fixed-Indexed Annuities.

She has custom designed and presented Retirement and Estate Planning Seminars for Fortune 500 companies. She has presented numerous Educational Programs to employees of AT&T, Jewel Foods (Supervalu), McDonalds, Motorola, to name a few.

Nancy appeared on WGN’s “People to People”, CNBC, FOX News and most of the local TV News programs. She has been quoted in “Kiplinger’s Personal Finance Magazine”, “Woman’s Day™” magazine, the “LA Times”; and is often quoted in the “Chicago Tribune”, the “Daily Herald” and various other publications. Nancy’s other honors include a nomination for the prestigious “NAWBO (National Association of Women Business Owners) New Venture Award” and Small Business recognition awards.

Ms. Coutu has been actively engaged in continuing education in the financial planning industry and is a member of the DuPage Estate Planning Council. She is a member of the exclusive Ed Slott’s Master Elite IRA Advisory Group™.

 

John Gajkowski, CFP®, CLU®, ChFC®, RICP®

John Gajkowski is a principal of Money Managers, Ltd. He was born in Berwyn, IL. Mr. Gajkowski earned Bachelor of Science degrees in Political Science and Legal Studies from Illinois State University, Normal, IL.

He entered the financial planning industry in 1983 as a Registered Representative with American Express Investment Advisors (now Ameriprise). He was also an insurance agent of IDS Life Insurance Company, a wholly owned subsidiary of American Express.  Each year he earned the distinction of top producing Representative.  In 1987 he left to co-found Money Managers, Ltd, an independent financial planning firm.

He has custom designed and presented retirement and estate planning seminars for Fortune 500 companies. He has presented numerous educational seminars to employees of AT&T, Jewel/Osco (Supervalu), McDonalds and Motorola, to name a few.

John is a licensed agent for the sale of Life, Disability, Medical, and Long Term Care Insurance, as well as Fixed, Variable and Fixed-Indexed Annuities.

John is actively engaged in continuing education in the financial planning industry and has taught adult education courses on various financial topics for over 15 years.

John and his wife, Cathy, have 3 children: Lauren, Michelle and Jarrett.

Learn More About Our History

Professional Designations:

CFP®– Certified Financial Planner™, conferred by the College of Financial Planning, Denver, Colorado, 1989. The focus of this curriculum was Investment and Tax Planning.

CLU® – Certified Life Underwriter®, conferred by the American College, Bryn Mawr, Pennsylvania, 1993. The focus of this curriculum was Insurance and Estate Planning.

ChFC® – Chartered Financial Consultant®, conferred by the American College, Bryn Mawr, Pennsylvania, 1993. The focus of this curriculum was Comprehensive Financial and Estate Planning.

RICP® – Retirement Income Certified Professional®, conferred by the American College, Bryn Mawr, Pennsylvania, 2016. The focus of this curriculum was Retirement Income Planning.