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Financial Advisor

Reid Graham

CFP® Candidate
RGReid Graham

Quick Facts

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About Reid

Reid Graham joined Inspirion Wealth Advisors in 2026 after graduating from the University of Wisconsin–Madison.

Reid holds a degree from the University of Wisconsin–Madison and is actively working toward earning his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

Reid lives in Mundelein and in his free time enjoys staying active outdoors, exercising, and spending quality time with friends and family.

Q&A

What do you enjoy most about wealth management?

Getting to know each client’s goals and values and then solving the puzzle of how to reach them. Every client is different, so I enjoy digging into the details and building a plan around what matters most to them.

What’s the biggest challenge?

Keeping the long-term plan in focus when the short-term headlines are loud.

What do you love most about being part of Inspirion?

Learning from a team with decades of experience across many areas, all of whom are always willing to share what they know. The mentorship, combined with a shared focus on doing what’s best for clients, gives me the foundation to become the advisor I want to be for my clients.

What qualities of yours make you best suited to what you do?

Graduating from the financial planning program at the University of Wisconsin–Madison gave me a strong foundation and helped me build the qualities I rely on every day: a curious, analytical mindset, a love of understanding the “why,” and a knack for leveraging technology to better serve clients.

What personal accomplishments are you most proud of?

Learning to adapt and grow in new situations. Whether it was transferring colleges or moving to a new city for a job, I’ve learned to embrace change, find my footing, and learn from every new environment.