Meet Our Financial Planning Team
Leonard D. Lacouture, MBA
Leonard is an advisor in the Financial Planning Center at Itasca Bank & Trust Co. with 20+ years of experience in the financial services industry, including Banking, Benefits Management, Insurance and Financial Planning. He joined the Financial Planning Center at Itasca Bank & Trust Co. in 2016. Len enjoys working with bank clients helping them prepare for retirement, grow and protect their investments and manage their financial risk. Call Leonard at (630)875-4257.Email Leonard
Joseph R. Book, MS, CFS, MPAS®
Joseph began his career at Itasca Bank & Trust Co. in 2007 and has helped hundreds of individuals with their wealth management needs. Joe also works with many local businesses to help build or strengthen their employer-sponsored retirement plan, and is a featured speaker at local seminars, schools and events. Call Joseph at (630)875-4233.Email Joseph
David Mercurio, Vice President, CFP® and CLU®
David’s extensive experience includes a successful career in financial services and higher education. He earned a B.A. from Loyola University and an MBA from DePaul University. He holds the Certified Financial Planner® and Chartered Life Underwriter® designations as well as securities and insurance licenses. Call David at (630)875-4234.
All Securities through Money Concepts Capital Corp.,
11440 N Jog Rd.
Palm Beach Gardens, FL 33418
Itasca Bank & Trust Co. is an independent firm not affiliated with Money Concepts Capital Corp.
Not a Deposit. Not FDIC Insured. No Bank Guarantee. May Lose Value. Not Insured by any Government Agency