About Us

Founder

Troy Von Haefen, CFP®

Von Haefen Financial Management is owned and operated by Troy Von Haefen, CFP®. Since 2004, Troy has focused on helping individuals, families and small business owners reach their financial goals. Troy has always had a love for helping people understand their finances. Prior to becoming a CERTIFIED FINANCIAL PLANNER™, Troy enjoyed a successful career as a professional guitarist traveling with highly acclaimed artists such as Lee Ann Womack. While on the road, he would often discuss colleague’s investment portfolios. As these discussions grew more and more common, Troy realized that investments were only part of the financial picture, and he grew to love holistic financial planning.

With over 20 years of experience, Troy has been quoted in leading publications such as The Wall Street Journal, The Chicago Tribune, and many others for his expertise and perspective on financial strategies. His commitment is rooted in helping clients make informed decisions that align with their goals, values, and vision for the future.

Outside the office, Troy is an avid golfer who enjoys spending time with his wife, their three adult children, and the family’s Golden Retriever. Whether on the course or at home, he values connection, balance, and making the most of life—principles that carry throughout his work with clients.

Troy is a proud member of the Alliance of Comprehensive Planners, a community of fee-only financial planners focused on holistic planning strategies geared to help clients create true wealth. Troy is also a member of the National Association of Personal Financial Advisors (NAPFA).

Associate Financial Planner

Leanne Raskob, CFP®, CPA

Leanne Raskob is an associate financial planner at Von Haefen Financial Management based in Chicago. She enjoys helping individuals and families develop clear, tax-efficient financial plans aligned with their personal goals and values. Leanne has over a decade of experience working at a global public accounting firm where she specialized in tax planning for closely held and family-owned businesses. Her background enables her to bring deep tax knowledge and financial expertise to her work with clients.

Leanne made a purposeful career shift into financial planning in order to work more personally and directly with individuals and families. She is committed to providing fee-only advice tailored to each client’s unique circumstances that is always in their best interest.

Leanne understands firsthand the financial realities of busy family life. As a wife, mom of four, and dog mom of two, she helps clients navigate everything from retirement and tax planning to major life transitions with empathy and real-world insight.

Outside of work, she enjoys playing tennis, spending time with her family, and getting out to see the many sights and neighborhoods that make Chicago such a vibrant city.

Administrative Assistant

Molly Von Haefen

Molly is the glue that holds it all together and keeps the business running smoothly as our Administrative Assistant. With over 20 years of experience in computer software sales and a degree from Georgia Tech, she brings both professionalism and attention to detail to her work.

At the heart of it all, Molly is a proud mom of three wonderful adult children. When she’s not supporting the company, you’ll often find her outside enjoying a long walk, hiking, working out, or on the golf course. Her warm personality and dedication make her a valued part of our team, and she enjoys building personal connections with clients and colleagues alike.

Our Pledge to Clients:

At Von Haefen Financial Management, we are committed to putting your needs first so we can help you achieve your financial goals. We take our relationship with clients very seriously. That’s why we make the following pledge to each of our clients.

Holistic in outlook

We will consider all of your circumstances, family needs, goals, values, and aspirations when making recommendations.

Professional in conduct

We will protect your privacy. We will strive to maintain the highest ethical standards possible in our work and life. We will continually enhance our skills and credentials through continuing education, and we will refer you to other professionals when you need help in an area outside our expertise.

Educational in nature

We will guide you through your options and explain them clearly to help you make the best choices. We will always take the time to make sure you understand our advice.

Independent in compensation

We will never sell you a product or service other than holistic financial planning nor will we take a commission or a referral fee from another professional. You will receive objective, unbiased advice from us.

Committed to your success

Holistic financial planning is a process, not an event, and we commit to adjusting your plan as your life goals change.

Best version of yourself financially

Go from good to great. With our flat fee structure, you can trust that every recommendation is free of conflicts, focusing solely on what benefits you most.