WHO WE ARE | WHAT WE DO | OUR PURPOSE | LEADERSHIP | MEDIA
Thomas Livergood, Founder & Chief Executive Officer
Tom Livergood is the CEO & Founder of Bespoke, which was announced in 2016. Bespoke is a spin-off organization of The Family Wealth Alliance, which he also founded in 2003. Tom grew up in a third-generation family business in Central Illinois that was sold while he was in college in the 1970s. After that, he simply grew up in this business - first as a financial planner in the 1980s with CIGNA, then as a private banker with the Harris Bank of Chicago in the 1990s. In the early part of the 2000s, Tom was a Director at Family Office Exchange, charged with starting their MFO Community. Read more…
Named three times by Worth magazine as one of the Top 300 Financial Advisors in North America, he has held many volunteer positions, including being a founding national director of the 30,000-member Financial Planning Association at the time of its merger in the year 2000. Tom also held the CFP® certification from 1995 through 2008.
Tom and his organizations have been recognized as innovative leaders in the family wealth space. He has spoken at numerous gatherings throughout North America and in London and Hong Kong, as well as appearing and being quoted in national print, broadcast, and online media. A double graduate of Bradley University, he holds the BA in Liberal Arts and the MBA in Finance.
Rachel D. Hyman, Senior Manager of Client Engagements
Rachel Hyman is Senior Manager of Client Engagements for Bespoke. Rachel brings extensive experience in public, private, start-up, and non-profit entities such as Oracle, Motorola, E*Trade, and Kellogg School of Management. She built her career creating and nurturing strategic relationships at every level inside and outside an organization, and is a passionate catalyst across stakeholders, leveraging the power of exceptional communication and collaboration. Read more…
As Vice President of Marketing, Rachel established both E*Trade Financial’s first B2B Client Advisory Board and Oracle’s first Sales Advisory Board. She also founded a successful boutique consulting firm advising emerging technology, wellness, and higher education firms on marketing, strategy, and business development for over 20 years. Rachel is driven to make a positive impact through personal relationships and strategic initiatives at every stage of our growth.
Rachel holds an MBA from Kellogg School of Management at Northwestern University and a BS from The Wharton School at The University of Pennsylvania.
Kati Jendraszak, Chief of Staff
Kati Jendraszak is the Chief of Staff for Bespoke. In this role, she is responsible for managing the staff by developing and implementing policies and procedures that support Bespoke’s mission. Kati has over 10 years in business management experience, focused on issues including office operations, staff development, strategic planning and event management. Read more…
She received her BA in Psychology, from Concordia University Chicago and her Master’s Degree in Education Psychology from The University of Southern Mississippi. Kati is native to Chicago, born and raised on the South Side. She and her husband recently married and now live in Northwest Indiana.
Richard Higgins, Senior Technology Consultant, Risclarity
Richard Higgins is a Senior Strategist & Technology Consultant for Bespoke. Rick is a creative engineer, entrepreneur, thought leader and financial software expert to the nation’s wealthiest families seeking to leverage leadership and entrepreneurial experience to increase the prosperity of individuals, families and organizations. Read more…
John Lotka, Founder & CEO, Maximum Impact Partners, Inc.
John has brought creative solutions to his clients for over 40 years. Since founding Maximum Impact Partners in 1998, he and his colleagues have helped over 100 firms in the U.S. and Asia improve the distribution of their products and services, build their brands and develop their greatest asset, their people. Read more…
Maureen Wilke, President, Wilke and Associates, Inc.
Well known speaker, author and trainer, Maureen Wilke, brings a wealth of experience in marketing to the affluent and developing on demand education and training programs. As an IMPACT Partner and former national marketing manager with Nuveen Investments, she has helped thousands of financial professionals take their business to the next level. Read more…
Maureen Wilke is known internationally for delivering dynamic workshops and webinars at industry conferences and sales meetings for AXA, LPL, FPA, Money Management Institute (MMI), Morningstar, and WealthManagement.com. She has consulted with many financial firms and has been featured in Investment News and other industry publications.
Maureen’s book, The Connected Advisor: 8 Months to Build Your Extraordinary Practice gives financial professionals a competitive edge by providing the roadmap, step-by-step instructions, and success stories for acquiring and retaining affluent clients. The program is built around deepening relationships, retaining top clients, and gaining referrals.