How will we work together?

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Family is at the center of everything Allen does. He and his wife, Mary, are the proud parents of three children and grandparents of two, and he considers that role to be his most important.  When he’s not working, you’re most likely to find him outdoors- sailing, hiking, running, playing tennis, shooting, or simply enjoying time in nature. He is a nationally certified EMT and a Level One Instructor with the National Sporting Clays Association, reflecting both his commitment to helping others and his passion for the outdoors. Allen and Mary split their time between Chicago, Naples, Florida, and the mountains of northwest Georgia. Pickens County to be precise!

Allen is also active in a number of charitable and civic organizations, including Chicago Hope Academy, Misericordia, the Illinois Holocaust Museum, the Knights of Columbus, the Max McGraw Wildlife Foundation, and OUR Rescue. He is a member of the Order of St. John, the Society of Colonial Wars, the Sons of the American Revolution, the University Club of Chicago, and the River Bend Gun Club.

Professionally, Allen works with private clients and families with $5 million or more in investable assets, including private equity principals, senior executives, and entrepreneurs. With more than 30 years of experience, he takes a practical, relationship-driven approach to helping clients make thoughtful decisions and plan for the long term. In many instances, he and his team have relationships that span through three generations of families.

He graduated from Hillsdale College with a degree in Business and English, and holds the Certified Private Wealth Advisor® (CPWA®) and Chartered Retirement Planning Counselor™ (CRPC®) designations. He is a regular member of the firm’s highest recognition councils.  He also maintains Series 3, 7, 8, 63, and 65 securities licenses.

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Don is a 43 year veteran of the Financial Services Industry focused on developing customized Wealth Management Solutions for both individuals and businesses.  His areas of expertise include portfolio construction, portfolio management and alternative investments.  He excels at working with his clients' objectives and making adjustments for lifestyle and economic changes.  He is committed to putting the needs of his clients first to help them maximize their portfolio value.

Don holds a Certified Financial Planner (CFP®) designation and has a degree in business from Western Illinois University. He holds Series 3, 5, 7, 15, 63 and 65 securities licenses.

He resides in Chicago and enjoys music, sports, cycling, running, and participating in the many different events that Chicago has to offer. He has two wonderful grown children and four amazing grandkids. He is further active in his community through civic and charitable organizations.

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Judy has spent over 25 years in the financial services industry with UBS.  Her long tenure in the industry has given her perspective on how to navigate bull markets, bear markets and recessions.  Her main goal is to develop an understanding of what is important to clients both now and long into their futures.  Having a deep, personal relationship goes hand in hand with fostering a successful future.

Judy received her bachelor's degree from Kelley School of Business at Indiana University. She holds her series 3, 7, 63, and 65 securities licenses. Judy has received multiple recognitions as an industry leader.

Judy is active in a range of civic and charitable activities. She enjoys cycling, the arts, and traveling the world. She is based out of Florida but spends her summers in Chicago. She has two wonderful children.

California State Insurance License 0I28312

• Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

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John joined the Berlin, Carter, Dressel Wealth Management Group in 2016 as an intern and transitioned to a full-time Associate in May 2018. He thrives on the daily interactions he has with clients, fostering strong relationships, and ensuring their financial needs are met. John’s responsibilities include organizing various aspects of the team’s operations, managing account maintenance, and assisting in the development of personalized financial plans for clients. He holds his Series 7 and Series 66 licenses and is eager to continue advancing his professional certifications.

John is a graduate of Loyola University Chicago, where he earned dual degrees in Finance and Economics. Since 2019, he has served as an Executive Board Member of the Children’s Research Fund Junior Board at Ann & Robert H. Lurie Children’s Hospital of Chicago, where he actively supports pediatric research for children with rare and complex diseases.

Outside of his professional and philanthropic pursuits, John enjoys spending time with friends, checking out the latest Chicago restaurants, supporting local jazz musicians, and indulging his passion for theater.

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Dani joined the Berlin, Carter, Dressel Wealth Management Group in June of 2024. Dani is responsible for assisting with the creation of financial plans and investment proposals, along with helping to manage the daily operations for the team. She holds her Series 7, 63, and 65 licenses and is currently pursuing her CFP.

Dani graduated from Boston University in 2021 with a degree in Business Administration. During her time at BU, she was a member of the Varsity Women's tennis team and was active in the Boston Partners of Education, where she volunteered in local schools.

Dani is an avid baker and is frequently bringing sweet treats into the office for her teammates. Since retiring from her tennis career, she has picked up running and is currently training for her second marathon. She lives in Chicago with her cat, Henry.

Abigail Grimes joined Berlin Carter Dressel Wealth Management at UBS in 2026 as an Executive Team Assistant after spending six years as an educator. A graduate of Albion College in Michigan, she earned degrees in English and Education, developing the communication, organization, and relationship-building skills that continue to shape her professional approach today.

In her role, Abby supports the team and its clients by coordinating day-to-day operations, managing administrative and service needs, and helping create a seamless experience for clients and colleagues alike. She believes that exceptional service begins with strong communication, attention to detail, and a genuine commitment to helping others. Known for her attitude, organization, and approachable nature, she enjoys building lasting relationships and serving as a trusted resource for both the team and the families they work with.

Outside of work, Abigail enjoys reading, writing, and strength training. She is an active member of a book club, loves exploring Chicago's restaurant scene, and is passionate about cooking and trying new recipes at home. One of her favorite traditions is Sunday dinner with her three siblings, a weekly opportunity to gather with family and stay connected. Originally from St. Louis and raised in Lincolnshire, Illinois, Abigail now lives in Chicago with her boyfriend and their cat, Dexter.