Who We Are
We Deliver Solutions
Our Core Values
Value
We are honored to serve our clients efficiently, effectively, and attentively all while providing the most personalized services possible.
Commitment
Goals
Coordination
Trust
Meet The Leaders
Ronald J. Paprocki, JD, CFP®
President/Chief Executive OfficerPRESIDENT/CHIEF EXECUTIVE OFFICER
Ronald J. Paprocki, JD, CFP® is President and 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 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 is a 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.
Email:paprocki@mediqus.com
Joel M. Blau, CFP®
Strategic Development AdvisorJoel M. Blau, CFP® is our Strategic Development Advisor and focuses his energies on development projects targeting our future growth. Joel previously served as President of MEDIQUS since the firm was founded. 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. Joel also is heavily involved in 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 and cash flow 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.
Email:blau@mediqus.com
Karen K. Brask
Chief Operations OfficerKaren Brask is Chief Operations Officer 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).
Email:brask@mediqus.com
Lee Catalano, CFP®
Vice PresidentLee 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.
Email:catalano@mediqus.com
Nicole Imparl
Senior Operations SpecialistNicole 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.
Email:imparl@mediqus.com
Julie Khazan, CFP®
Vice President of Financial & Investment StrategyJulie 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.
Email:khazan@mediqus.com
Matt Paprocki, JD, CFP®
Vice President of Institutional ServicesMatt is our Vice President of Institutional Services and coordinates all the activities relating to helping our Institutional clients work towards their financial goals. He is also heavily involved in the aspects of effective wealth management for individuals and families. Matt believes that every financial situation is unique. Serving our Institutional and Wealth Management clients continually reminds Matt of the complexity and nuance involved in each financial strategy. Helping clients through this complexity and nuance so they can achieve their missions and goals is what drives Matt.
Graduating Magna Cum Laude from DePaul University College of Law, becoming a licensed attorney in Illinois, attaining various securities licenses, and years of experience all help Matt in understanding the financial uncertainties our clients face and how to best address them. Matt’s primary focus is to tailor his fiduciary and educational expertise towards the missions and goals of our clients. He believes every client deserves peace of mind when it comes to their financial strategy.
Email:m.paprocki@mediqus.com
Gracie Ortuoste
Institutional Operations AssociateGracie Ortuoste is the Institutional Operations Associate at MEDIQUS Asset Advisors, Inc. Ms. Ortuoste is responsible for all operational and administrative matters related to non-profit organization clients, including opening accounts, moving money, updating authorized agents, responding to service requests, and serving as liaison with management companies. Prior to joining MEDIQUS, Ms. Ortuoste worked as an accounting professional specializing in obtaining state and local tax credits and incentives for large corporations.
Email:ortuoste@mediqus.com
Allan Shen
Financial & Investment Strategy AssociateAllan Shen is our Financial & Investment Strategy Associate at MEDIQUS Asset Advisors, Inc. Allan assists clients by developing Strategic Analysis studies that implement all aspects of financial planning such as investment consulting, risk management, estate planning, retirement planning and asset protection.
Having graduated from the University of Delaware in 2021 with a bachelor’s in Financial Planning and Wealth Management, Allan developed a passion in tailoring financial plans that are specific for each unique individual. He believes that the key to achieving financial independence is being disciplined and consistent with good financial habits. His goal is to provide insight and education as a fiduciary. Allan is currently on track to receive his CERTIFIED FINANCIAL PLANNER™ designation in 2023.
Email:shen@mediqus.com
Jeff Witz CFP®
Director of Business Development & 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.
Email:witz@mediqus.com
Michael Imparl
Michael Imparl is Project Associate at MEDIQUS Asset Advisors, Inc. Having joined MEDIQUS in early 2021 as an intern, Michael quickly advanced to this position and now contributes to multiple departments within the firm. He coordinates all client scheduling and communications, oversees our digital and print marketing activities, conducts research to help our Institutional team (specializing in Non-Profit organizations) identify the needs of current and prospective clients, and supports our Wealth Management team by handling a wide variety of administrative tasks and responding to clients’ service requests.
Email:m.imparl@mediqus.com
