At Wojcik, Folk & McGeorge, our approach is holistic and relationship-driven. Whether you’re planning for retirement, preserving wealth for future generations, or seeking sound investment strategies, we don’t just crunch the numbers—we listen. We prioritize your unique goals, crafting strategies that are as individual as your financial needs. We maintain a relaxed, yet professional environment where you can feel comfortable discussing your financial goals.


Our advisors

Joseph Alan Wojcik

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Joseph Alan Wojcik Visit Joseph Alan Wojcik's website

Jeremy Folk

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jeremy Folk Visit Jeremy Folk's website


Our team

Samantha Mazgay

Samantha Mazgay

Office Manager

Qualifications

  • BS, Sociology – Illinois State University
  • Working in the financial services industry since 2017
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Sarah McGrath

Sarah McGrath

Administrative Assistant