Our Philosophy
Committed to you

First American Bank is founded on a culture of service excellence, professionalism and honest communication.

Get To Know Us

Meet the accomplished professionals focused on you

Our accomplished professionals take time to listen to you and understand your situation in order to help you build and sustain your wealth for future generations.

Jane Nagel, Executive Vice President

Jane Nagel
Executive Vice President
Department Head
(847) 403-8075
[email protected]

Jane has over 30 years of wealth management experience. She joined First American Bank in 1985 and has held numerous positions within the Wealth Management Group. She assumed the role of department head in 2009 and is responsible for the profitability, growth and strategic direction of the group. She has developed a long tenured team of experts who share her belief that providing high level, customized advice and service to our clients will result in a client experience that cannot be duplicated.

Client Advisory

Michele Griepentrog, Vice President

Michele Griepentrog, CFA, CFP™, CSSCS
Vice President
Senior Client Advisor
(847) 403-8064
[email protected]

Michele has over 25 years of wealth management experience working with high net worth individuals, families and institutions, building long-term relationships and creating comprehensive solutions to help clients build their wealth; and, later in life, preserve that wealth. Michele serves as a Client Advisor for First American Bank, where she works closely with moderate-to-complex clients gaining a thorough understanding of their lifestyle and wealth planning goals to formulate effective solutions. Prior to joining First American Bank in 2020, Michele served as a Senior Portfolio Manager at BMO Harris Private Bank. In addition, Michele served as a Sr. Wealth Advisor and Portfolio Manager with Alpine Bank & Trust Co. She holds a bachelor’s degree in Business Administration from Edgewood College and an MBA from Loyola University of Chicago. Michele is a CFA Charter holder, a Certified Financial Planner™ Practitioner, and is certified in Social Security Claiming Strategies.

Heidi A. Prom, CRPC
Assistant Vice President
Client Advisor
(847) 586-2547
[email protected]

Heidi has over 20 years of experience in the insurance and financial services industry. She started her career with The Travelers Insurance Company in Hartford, Conn., in individual investments and later served as an officer responsible for national sales of asset management and pension and recordkeeping services for qualified plans. She served in a business development role for Wells Fargo Investment Advisors and Barclays Global Services in Chicago. She has worked as an individual Insurance Producer for Mass Mutual and most recently, acquired her Series 7 and Series 66 and spent four years as a registered Financial Advisor for Merrill Lynch and Bank of America. Heidi maintains her Chartered Retirement Planning Consultant designation.

She joined First American Bank in August of 2021 as a Wealth Management Relationship Manager and Financial Advisor where she enjoys helping her clients attain their financial goals and priorities.

Adam Tortelli, CFP

Adam Tortelli, CFP®
Associate Advisor
(847) 586-2164
[email protected]

Adam joined First American with a diverse background in the financial services industry. He started his career with KeyBank’s Rotational Risk Management program before moving into the wealth management arm of Goldman Sachs and most recently served as a holistic financial planner for a private client team within Northwestern Mutual.

Adam graduated with a Finance degree from Xavier University in Cincinnati and is a Certified Financial Planner™ Practitioner. He enjoys helping clients unlock the missing puzzle piece of their financial plan and relieving financial anxiety around their goals.

Marirose Requiron, Private Client Group Officer

Marirose Requiron
Assistant Vice President
Private Client Relations Manager
(847) 586-2292
[email protected]

Marirose joined First American Bank in 2009 and brings over 15 years of financial service industry experience. Prior to working for First American Bank, Marirose worked for the First National Bank of Chicago, the Northern Trust Company, and BMO Harris Bank. She has experience working in various departments within the financial industry. Marirose studied Marketing at Columbia College, Chicago.

Daisy Banuelos

Daisy Banuelos
Assistant Vice President
Wealth Advisor
(847) 403-8077
[email protected]

Daisy has over 10 years of experience working in the financial industry. Daisy joined First American Bank in 2014 as a wealth associate and has since been promoted to wealth advisor. Prior to this, Daisy worked at BMO Harris Bank in downtown Chicago as a personal banker where she assisted high net worth individuals, businesses and non-profits. Daisy holds a bachelor’s degree in communications from Northern Illinois University.

Joshua W. Eggleston 
Client Advisory Senior Associate
(847) 547-9042
[email protected]

Joshua joined First American Bank in 2016 as a Rotational Trainee. He went through the Assistant Branch Manager Training Program before transitioning into his position as a Private Client Group Associate. Prior to working for First American Bank, Joshua was a manager for a major retail company for six years. Joshua studied Finance at Western Illinois University.

Gerald R. Michaels
Client Advisory Associate
(847) 586-2353
[email protected]

Gerry joined First American Bank as a Wealth Management Associate in 2022. He began his career in the financial services industry upon graduating from the Kelley School of Business at Indiana University with a degree in both Finance and Business Analytics. In his current role, Gerry works closely with a team of Wealth Advisors to develop and implement personalized financial plans for clients and assist with the onboarding of new clients. He is passionate about helping clients achieve their financial goals and committed to providing First American Bank’s clients with the highest level of service and support.

 
 

Investments

William P. Lanzon, First Vice President

William P. Lanzon
Senior Vice President
Chief Investment Officer
(847) 403-8190
[email protected]

Bill is an investment professional with over 30 years of experience working with high net worth individuals and institutional investors. Bill is responsible for implementation of our strategies, policies and procedures and oversees all portfolio management activity and staff. Prior to joining First American Bank in 2009, Bill served as a Senior Research Analyst/Portfolio Manager with LaSalle Bank, and a Managing Director/Senior Research Analyst at ABN Amro LLC in New York, ING Barings LLC in New York, and Dain Rauscher Inc. in Minneapolis. Bill holds an undergraduate degree from Tulsa University and an MBA from St. Louis University.

William M. Adkinson, Vice President

William M. Adkinson
Vice President
Fixed Income Manager/Equity Analyst/Portfolio Manager
(847) 403-8182
[email protected]

Mike has over 25 years of experience in the trust investment management industry. Prior to joining First American Bank in 2008, Mike was employed at Wachovia Corporation located in Jacksonville, Florida. Mike has extensive experience as a portfolio manager, fixed income manager and equity research analyst. His duties include managing all fixed income portfolios as well as monitoring and reviewing all fixed income mutual fund holdings. Mike also provides research coverage of the industrial and energy sectors for our equity strategies in addition to managing client portfolios. He holds bachelor's degrees from Florida State University and an MBA from Georgia State University.

Scott Bell

Scott Bell
Portfolio Manager/Mutual Fund Analyst
(630) 547-9012
[email protected]

Scott joined First American Bank in 2012, bringing more than 15 years of financial industry experience. He came from JPMorgan Chase Bank, where he served as a fully licensed Investment Representative/Relationship Banker. Prior to banking, Scott had been both a local market maker and member firm broker on the trading floor of the Chicago Board of Options Exchange. He holds a bachelor's degree from Illinois State University as well as dual MBAs from the Keller Graduate School of Management, one a concentration in Finance and the other in Accounting and Financial Management. Scott is currently a CFA Level II candidate.

Image of Dan Gross

Dan Gross, CFA
Assistant Vice President
Portfolio Manager
(847) 403-8208
[email protected]

Dan joined First American Bank in 2023, bringing more than seven years of financial industry experience. Dan came from Calamos Wealth Management, where he served clients through portfolio implementation, research, and trading. Before advancing to that position, Dan was a member of the international research team at Calamos Investments. Prior to Calamos, Dan was a research associate and financial analyst at BMO Harris Bank. Dan has a bachelor’s degree from the University of Iowa and holds the Chartered Financial Analyst designation.

Keith Schoonmaker

Keith Schoonmaker, CFA
Vice President
Director of Equity Research
(847) 403-8187
[email protected]

Keith has over 17 years of experience serving institutional investors and financial advisors. Prior to joining First American Bank in 2019, Keith served as Director of Industrials Equity Research with Morningstar and Equity Anaylst covering the freight transportation industry. Earlier in his career, Keith worked for more than a decade in product development and consulting in the paper industry. Keith holds a bachelor's degree in chemistry from Wheaton College, earned an MBA from Northwestern University's Kellogg Graduate School of Management, and holds the Chartered Financial Analyst® designation.

Private Banking

Jane Briars, Vice President

Joseph Quinn
Vice President
Private Banking Manager
(847) 586-2173
[email protected]

Joe has more than 20 years of experience in the financial services industry in lending, insurance, investments, retail banking, private banking and group management.  Prior to joining First American Bank, Joe led Premier Services in northwest Illinois as Market President for BMO Harris Bank.  Joe has been very involved in the community leading charity events and serving on local non-profit boards and committees. Joe was recognized as a Harper College Distinguished Alumni and serves as an adjunct faculty member in the finance department. Joe holds a bachelor’s degree from Northeastern Illinois with a concentration in Finance and an MBA from Northern Illinois University.

Florida Office

David Lackmann, CFP, CIMA, Senior Vice President

David Lackmann, CFP®, CIMA®
Senior Vice President
Director of Investment Management – Florida
Tampa
(813) 868-4077
[email protected]

David joins First American Bank with over 29 years of experience in the trust and investment management industry. As the Director of Investment Management for First American Bank, David provides leadership and oversight of the First American Bank investment management platform and the customized investment solutions that First American Bank provides to its clients.

Christian Fram, CFP®, Vice President

Christian Fram, CFP®
Vice President
Portfolio Manager
Tampa
(813) 868-4079
[email protected]

Christian joins First American Bank with 25 years of experience in the financial service industry. In his role at First American Bank, Christian offers trusted advice and specializes in custom investment strategies for high net-worth clients tailored to meet their individual goals.

Ken Roberts, Senior Vice President

Ken Roberts
Senior Vice President
Senior Client Advisor
Tampa
(813) 868-4078
[email protected]

Ken joins First American Bank with 28 years of experience in the financial service industry. As a Senior Client Advisor, Ken provides comprehensive financial planning and investment management solutions to affluent families and business owners.

Karina Valido, Vice President

Karina Valido, CRPS
Vice President
Private Client Advisor
Coral Gables
(305) 643-8286
[email protected]

Karina has been in the financial industry for over 20 years helping individuals, families, and executives with their financial needs and comprehensive wealth strategy. She received her Bachelor of Science in Business Management and Supervision from Miami Dade College. Karina holds the State of Florida Life with Variable Annuities and Health licenses. She is registered with FINRA and holds the General Securities Representative Registration Series 7 and the Uniform Securities State Law Registration Series 63. She has experience in asset management, education planning, asset protection, and retirement planning. Outside of work, she enjoys traveling and spending time with her family and friends.

First American Bank is a full-service bank with locations in Illinois, Wisconsin and Florida.
Disclosures

Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Guaranteed by Any Government Agency | Not a Bank Deposit