Joel M. Blau, CFP® President

Joel M. Blau, CFP®

President

blau@mediqus.com

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, and Medical Practice Divorce, published by AMA Press in 2002.

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 is a member of the Financial Planning Association and holds various securities, insurance and professional licenses.

Ronald J. Paprocki, JD, CFP®, CHBC
Chief Executive Officer

paprocki@mediqus.com

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 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, and Medical Practice Divorce, published by AMA Press in 2002.

Karen K. Brask
Vice President Operations

brask@mediqus.com

Karen Brask is Vice President Operations for MEDIQUS Asset Advisors, Inc. Prior to joining the firm in 1996, she was Director of Operations for AMA Investment Advisers, L.P., an affiliate of the American Medical Association. Karen is responsible for overseeing our client service, account administration, performance reporting and trading activities as well as working with outside vendors for our fee-based and broker dealer services. A licensed Registered Representative, Karen earned her bachelor’s degree in Journalism from Northern Illinois University. She was a contributing editor for Medical Practice Divorce: Successfully Managing a Medical Business Breakup (published by AMA Press) and previously worked as an editor and client service manager for an investment newsletter publisher.

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Lee Catalano, CFP®
Vice President

catalano@mediqus.com

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.
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Nicole Imparl
Senior Operations Specialist

imparl@mediqus.com

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®
Senior Financial & Investment Strategist

khazan@mediqus.com

Julie Khazan, CFP® is the Senior Financial & Investment Strategist at MEDIQUS Asset Advisors, Inc. Julie is responsible for all investment research and analysis done for the firm. In addition, she handles all client financial and investment research, investment due diligence, and report creation for clients and prospects. A CERTIFIED FINANCIAL PLANNER™ certificant, she earned her bachelor’s degree in Finance from DePaul University.

Matt Paprocki
Institutional & Wealth
Management Associate

m.paprocki@mediqus.com

Matt is an Institutional & Wealth Management Associate at MEDIQUS. He has experience in the analytical, marketing, and operational functions of MEDIQUS through its internship program. Matt now provides key research and analysis assistance to the financial planning, operational, and institutional departments. He joins the MEDIQUS team after graduating in 2015 from Wheaton College (IL) with a bachelor’s degree in Business/Economics.

Larry Pershing
Financial & Investment Associate

pershing@mediqus.com

Larry Pershing is a Financial & Investment Associate at MEDIQUS Asset Advisors, Inc. Before MEDIQUS, he worked at a large investment management firm supporting the creation of financial analyses for clients. He assists in the financial planning department and helps with research and analysis for the wealth management and institutional departments. An Accredited Portfolio Management AdvisorSM, a graduate-level designation focusing on portfolio construction and management, he currently is studying for his Certified Financial Planner certificate. He graduated from Indiana University with a bachelor’s degree in Economics. In addition, he holds various security and insurance licenses.

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Suzie Russo, MBA
Project Coordinator

russo@mediqus.com

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
Educational Program Director
CERTIFIED FINANCIAL PLANNER™

witz@mediqus.com

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.

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