Who We Are

We Deliver Solutions

MEDIQUS’ mission is rooted in understanding your unique set of financial goals, risks, and responsibilities. From there, we work with you to develop individualized financial solutions that are designed to minimize risk, maximize returns and help you move toward your goals. MEDIQUS has remained a leader and provides our clients with the highest quality resources and services they need to successfully reach their financial future.

Our Core Values

Value

We are honored to serve our clients efficiently, effectively, and attentively all while providing the most personalized services possible. ​

Commitment

MEDIQUS is devoted to helping clients understand, enhance, and achieve their financial future.​

Goals

Continually improving and innovating our organization to ensure that we are always offering our clients the very best. ​

Coordination

Prioritizing our client’s by orchestrating the efforts of all other financial professionals. ​

Trust

MEDIQUS offers clients transparent, fee-based services that provide objective resources and financial solutions.​

Meet The Leaders

Joel M. Blau, CFP®

Joel M. Blau, CFP®

President

Joel M. Blau, CFP® is President of MEDIQUS Asset Advisors, Inc. Prior to co-founding the firm, Mr. Blau was Vice President and Senior Financial Counselor for AMA Investment Advisers, L.P., an affiliate of the American Medical Association. Mr. Blau is responsible for the Institutional Services provided by MEDIQUS and has extensive experience in the analysis and design of financial plans and strategies for health care professionals and medical organizations. His areas of expertise include not-for-profit investment management, wealth preservation through estate tax planning, retirement, investment, and insurance planning.

A CERTIFIED FINANCIAL PLANNER™ certificant, Mr. Blau earned his bachelor’s degree in business from Drake University, with a major in finance and a specialization in investments. His monthly financial articles appear in national, state, and county medical specialty society publications as well as several health care industry magazines. He is also co-author of The Prescription for Financial Health: An Authoritative Guide for Physicians, first published in the fall of 2005 and most recent edition in March of 2014, Medical Practice Divorce, published by AMA Press in 2002, and The Three Stages of a Physician’s Career: Navigating from Training to Beyond Retirement, published in the spring of 2017.

In addition to frequent presentations at Board of Finance Committee meetings for our Institutional clients, Mr. Blau is a well-respected public speaker and delivers financial seminars for professional medical associations, hospitals, and clinics across the country. He holds various securities, insurance and professional licenses.

Ronald J. Paprocki, JD, CFP®, CHBC

Ronald J. Paprocki, JD, CFP®, CHBC

Chief Executive Officer

Ronald J. Paprocki, JD, CFP®, CHBC is Chief Executive Officer of MEDIQUS Asset Advisors, Inc. Before co-founding MEDIQUS in 1996, Mr. Paprocki was Vice President of AMA Investment Advisors, L.P.

Mr. Paprocki is responsible for the Wealth Management and Retirement Plan services provided by MEDIQUS which includes the analysis and design of individual financial strategies for health care professionals, closely held business owners and high level executives. Specifically, Mr. Paprocki’s areas of expertise include retirement, investment, estate, and asset protection planning.

A CERTIFIED FINANCIAL PLANNER™ certificant, Certified Healthcare Business Consultant (CHBC), and Registered Securities Principal, Mr. Paprocki earned his law degree from DePaul University College of Law and his bachelor’s degree from Knox College. In addition, he holds various securities, insurance and professional licenses.

Mr. Paprocki has consistently been named as one of Medical Economics magazine’s Best Financial Advisors for Physicians, and is recognized as one of America’s top financial planners by the Consumer’s Research Council of America. He is also co-author of The Prescription for Financial Health: An Authoritative Guide for Physicians, first published in the fall of 2005 and most recent edition in March of 2014, Medical Practice Divorce, published by AMA Press in 2002, and The Three Stages of a Physician’s Career: Navigating from Training to Beyond Retirement, published in the spring of 2017.

Karen K. Brask

Karen K. Brask

Vice President Operations

Karen Brask is Vice President Operations for MEDIQUS Asset Advisors, Inc.  Prior to joining the firm shortly after its inception in 1996, she was Director of Operations for AMA Investment Advisors, L.P., an affiliate of the American Medical Association.  Karen supervises our client service, trading, cash management, account maintenance and performance reporting activities as well as works with outside vendors for our fee-based and broker dealer services.  A licensed Registered Representative and General Securities Principal, Karen earned her B.A. in Journalism from Northern Illinois University and began her career as production editor for an investment newsletter publisher.  She was a contributing editor for Medical Practice Divorce: Successfully Managing a Medical Business Breakup (2002) and The Three Stages of a Physician’s Career (2016).

Lee Catalano, CFP®

Lee Catalano, CFP®

Vice President

Lee Catalano is Vice President and Senior Financial Counselor at MEDIQUS Asset Advisors. Prior to joining MEDIQUS, he was Senior Financial Counselor for AMA Investment Advisers, L.P., an affiliate of the American Medical Association. Mr. Catalano has been responsible for the analysis and design of high net worth clients’ financial plans. He has a special aptitude in working with physicians. A CERTIFIED FINANCIAL PLANNER™ certificant and Certified Estate Planner, Mr. Catalano earned his bachelor’s degree in Business Management from the University of Illinois Chicago. He is a frequent public speaker and has given financial seminars for the American Medical Association, Professional Golfers Association and other professional medical associations, hospitals and clinics. He is on the Board of Directors of the Chicago Satellite Chapter of the International Association for Financial Planning and he holds various securities and insurance licenses.

Nicole Imparl

Nicole Imparl

Senior Operations Specialist

Nicole Imparl is responsible for all operational aspects of servicing our clients including opening accounts, day to day cashiering, transfers and many other client issues. Previously, Nicole was employed by a respected local investment management firm for over six years, working with portfolio managers and the operations team. She specialized in portfolio administration and client service.

Julie Khazan, CFP®

Julie Khazan, CFP®

Vice President of Financial & Investment Strategy

Julie Khazan, CFP® is the Vice President of Financial & Investment Strategy at MEDIQUS Asset Advisors, Inc.  Ms. Khazan specializes in the Wealth Management and Retirement Plan services provided by MEDIQUS, focusing on retirement planning, investment consulting, risk management, estate planning, and asset protection.

With the firm since 2007, Ms. Khazan is responsible for producing all Strategic Financial Analysis studies for clients, financial and investment research and due diligence, and coordination of the MEDIQUS insurance department.  She is also a frequent speaker at various venues including national specialty medical society events, state or county medical society sessions and educational programs sponsored by hospital organizations and medical schools.

A CERTIFIED FINANCIAL PLANNER™  certificant, Ms. Khazan received her B.A. in finance from DePaul University’s Driehaus College of Business.  In addition, she holds various insurance licenses.  Ms. Khazan and her husband reside in the Norwood Park neighborhood of Chicago.

Matt Paprocki

Matt Paprocki

Director of Institutional Services

Matt Paprocki is Director of Institutional Services at MEDIQUS Asset Advisors, Inc. Matt focuses on providing analysis and guidance regarding investment management strategies for not-for-profit organizations as part of MEDIQUS’s Institutional division. He has also written whitepapers and articles regarding the importance of a sound investment policy statement and efficient methods for charitable gifting.

Matt is a licensed Investment Advisor Representative. He is currently pursuing his juris doctor at DePaul University College of Law where he serves as Assistant Executive Editor of the DePaul Law Review. His current area of academic focus is in tax and investment-related security law. Matt graduated from Wheaton College (Illinois) with a bachelor’s degree in Business/Economics.

Larry Pershing CFP®

Larry Pershing CFP®

Financial & Investment Associate

Larry Pershing, CFP® is a Financial & Investment Associate at MEDIQUS Asset Advisors, Inc. Larry splits his time between meeting with clients to help them achieve their financial goals and developing solutions in the financial planning and investment management departments to solve wealth management and institutional client needs.

A CERTIFIED FINANCIAL PLANNER™ certificant, Larry graduated from Indiana University with a bachelor’s degree in Economics. In addition, he holds various security and insurance licenses.

Suzie Russo, MBA

Suzie Russo, MBA

Project Coordinator

Suzie Russo is Project Coordinator at MEDIQUS Asset Advisors, Inc. and works cross-departmentally with Operations, Financial Planning and Marketing. Her strong business administration background and office management skills make her uniquely qualified to champion MEDIQUS’ efficiency enhancement initiatives, provide client service support, coordinate compliance and marketing activities, and assist with AP/AR and client report generation .  Suzie previously worked in the medical field and executive recruitment industry while earning her MBA from St. Xavier University.

Jeff Witz CFP®

Jeff Witz CFP®

Educational Program Director & CERTIFIED FINANCIAL PLANNER™

Jeff Witz is Educational Program Director at MEDIQUS Asset Advisors, Inc.  Mr. Witz specializes in the Wealth Management and Retirement Plan services provided by MEDIQUS, focusing on retirement planning, investment consulting, student loan debt repayment strategies, estate planning, and asset protection. He is also responsible for reviewing physicians’ workplace benefits and assisting physicians who are in the process of changing employers evaluate their new benefits packages.

With the firm since 2011, Mr. Witz delivers lectures across the country to residents and young physicians and coordinates all of MEDIQUS’ educational programs utilized by hospitals and medical societies.

A CERTIFIED FINANCIAL PLANNER™ certificant, Mr. Witz earned his Master’s Degree in Finance & Entrepreneurship from DePaul University and received his B.A. from Grinnell College in Iowa.  In addition, he holds various insurance licenses.

Phil Fanara

Phil Fanara

Operations & Financial Planning Intern

Phil Fanara is Operations and Financial Planning Intern for MEDIQUS Asset Advisors, Inc. Phil is responsible for administrative document processing, investment research, benefit analysis, and assisting with client inquiries.  He is a soon-to-be graduate of Loyola University majoring in Finance.  He then plans to pursue his CFA designation.