Our Firm



TreeTop Wealth Management, LLC (TreeTop) is a fee-based financial planning firm that offers families tailored risk management policies, innovative investment strategies and creative planning solutions. TreeTop is dedicated to building wealth for each client through the principles of education, protection and planning and continuously informs its clients of the tools and strategies available to make profitable and informed decisions with their resources.



Our Leadership Team

 

Kevin Yeoman, CFP®

 

Kevin is one of the founders and managing Principals of TreeTop Wealth Management LLC.  Kevin has been in the financial services industry for over 14 years.  Prior to founding TreeTop Wealth Management, Kevin was Vice President, Senior Account
Executive of the Private Client Group at Fidelity Investments in Highland Park, IL. While at Fidelity, Kevin provided advice to high net worth families and companies with combined assets of  1.2 billion.  Prior to joining Fidelity Investments he worked at the Chicago Mercantile Exchange.


Kevin is a designated CERTIFIED FINANCIAL PLANNER®. He earned a Bachelor of Science in Business from Xavier University.

 

Kevin and his wife Melissa live in Northfield, IL with their three children.

 

David Pedley, CFP®

 

David is one of the founders and managing Principals of TreeTop Wealth Management, LLC.  Dave has been in the Financial Services industry for over 14 years.  Prior to founding TreeTop Wealth Management LLC, David was a Vice President, Senior
Account Executive of the Private Client Group at Fidelity Investments in Highland Park, IL. While at Fidelity, David provided advice to high net worth families and companies with combined assets of 1.2 billion.


David is a designated CERTIFIED FINANCIAL PLANNER®.  David earned his Bachelor of Science in Business from Miami University (OH).

 

David lives in Wilmette, IL with his daughter.

 

Ryan Nord, CFP®

 

Ryan is one of the founders and managing Principals of Treetop Wealth Management LLC.  Ryan has worked in the Financial Services industry for over 15 years.  Prior to founding Treetop Wealth Management LLC, Ryan was Vice President, Senior Account Executive of the Private Client Group at Fidelity Investments in Highland Park, IL.   At Fidelity, Ryan provided advice to individuals and companies with combined  assets of 1.1 billion dollars.


Ryan is a designated CERTIFIED FINANCIAL PLANNER®.  Ryan graduated from Brigham Young University with a Bachelors of Arts  in English.


Ryan and his wife Camie live in Evanston, IL with their four children