About Us

Basil Financial Group, LLC

As financial professionals, our passion is helping people make smart decisions about their money. Lois created Basil Financial Group to provide comprehensive and unbiased financial planning for individuals and their families. We love what we do because we help our clients have happier relationships and more fulfilling lives.

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When we start working together, we will talk about your needs and how you want to lead your life. Our goal is to create a comfortable, confidential environment where you feel free to discuss your financial and personal concerns. Based upon that information, we will help you create a financial plan that supports your vision. The plan will be comprehensive and include everything from tax preparation and planning to investment strategies, insurance and estate planning, and real estate analysis.

For all the work we do together, Basil Financial Group charges just one annual retainer fee. That means you can meet with or speak to us any time during the year if you have new questions or as your situation or goals change.

Lois Basil, CFP®

Lois owned her own Chicago-based accounting firm for 13 years before enrolling in Northwestern University’s CERTIFIED FINANCIAL PLANNER™ program, and is a Registered Investment Advisor with the State of Illinois. Lois serves as an elected board member of the Alliance of Comprehensive Planners, a national group of fee-only financial advisors. She is also a registered financial advisor with NAPFA, the National Association of Personal Financial Advisors.

Lois earned her Bachelor of Arts degree in Accounting from Augustana College and her CFP® designation in May 2010.

 

Hannah Basil Bryant, CFP®

Hannah joined Basil Financial Group in August 2015 after working in commercial lending and at a technology startup.  Hannah completed Northwestern University’s CERTIFIED FINANCIAL PLANNER™ program in April 2017 and met all requirements to become a CFP® practitioner in August 2017. Hannah is an Illinois registered Investment Adviser Representative and member of Alliance of Comprehensive Planners. Hannah earned her Bachelor of Arts degree in Economics from Knox College and studied corporate finance and international marketing at the London School of Economics.

 

 

 

Matt Fredericks, Associate Advisor 

Matt joined Basil Financial Group in June 2018 after graduating from the University of Illinois with a bachelor’s degree in Consumer Economics and Finance. Matt was Basil Financial Group’s summer intern in 2016 and 2017 and brings fantastic new talent to the team. Matt begins his studies for the Investment Adviser Law and CERTIFIED FINANCIAL PLANNER™ Examinations.

 

 

 

Courtney Cox, Client Service and Office Manager

Courtney joined Basil Financial Group in February 2017 after working at BMO Capital Markets and Marquette Associates. Courtney earned her Bachelor of Science degree in Economics from Indiana University and minored in Business. Courtney brings great energy to the team, and passion for service, detail and enthusiasm to the role.

 

 

 

In the news

Lois Basil has been featured and quoted in a number of publications, including Financial Planning magazine and the Chicago Red Eye. Visit our press page to read more.

 

We understand that your situation is unique and that you need a financial plan that reflects YOUR life and YOUR financial goals.  Why don’t we get started today?

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