Dedication. Experience. Service.
At Mendel Money Management, we go above and beyond for our clients. By working together, we ensure an exceptional client experience. Our boutique size and commitment to client service allows us to serve you well.
Barry Mendel, CFA
President & Chief Investment Officer
Barry is our President and Chief Investment Officer at Mendel Money Management. He grew up in the West Rodgers Park neighborhood of Chicago and inherited his father’s interest in the stock market. After 15 years in the business, his passion for the capital markets led him to break out on his own. In 1989, he formed Mendel Money Management.
He has a B.S. in Business Administration from the University of Illinois at Urbana-Champaign and an M.B.A. in Finance from California State University, San Francisco. In 2018, he celebrated his 40th anniversary as a Chartered Financial Analyst (CFA).
Barry currently serves on the board of directors at Left Handing Brewing Company. He has also been on the board of Northbrook Junior League Baseball since 1995. He is an avid golfer, tennis player, concert goer, and still plays softball during the summer. But most importantly, he enjoys traveling with his wife, Caryn, and spending time with his three grandchildren.
Vice President & Wealth Adviser
Brad joined Mendel Money Management in 2013 and currently serves as a Wealth Adviser. He graduated from Boston University in 2004 with a B.A. in Computer Science. He began his career as a small business consultant with a focus on their Information Technology infrastructure. In 2006, Brad decided to accept a position as an actuary at Shore Tompkins Actuarial Resources. His primary role was to consult with small business owners on the design and administration of their defined benefit and defined contribution plans. In 2012, Brad passed his final exam to become an Enrolled Actuary (EA). Since joining Mendel Money Management, Brad earned his M.B.A. in Finance from the Kellogg School of Management at Northwestern University. While at Kellogg, he participated in the Kellogg Asset Management Practicum where students manage a portion of the endowment fund portfolio. He is also a CERTIFIED FINANCIAL PLANNER (CFP®).
Brad grew up in Northbrook, Illinois and currently lives in the Roscoe Village neighborhood of Chicago with his wife, Kim, and daughter, Madison. He has always had a love for cooking, but recently developed a sweet tooth learning how to make delicious cookies and cupcakes with his daughter. Brad has a love for sports and is an avid fan of all Chicago teams. In college, he played golf for Boston University and continues to play with clients and friends during the Chicago summers.
Whether it be personally or professionally, Brad is always looking for ways to improve. You will notice this when working with him. He wants to be the best that he can be at everything he does.
Mark B. Burka, CFA
Mark joined Mendel Money Management in 2022 and is currently a Principal and Wealth Adviser. He graduated from University of Wisconsin-Madison with a double major in Philosophy and Economics in 1972. Mark then earned his Master of Business Administration from The University of Chicago Booth School of Business in 1974. He began his career as an Investment Analyst at Northern Trust Company and then Burton J. Vincent Chesley & Co.
In 1977, Mark accepted a new position as an analyst and Portfolio Manager at Aon Corporation. During his 27 year tenure at Aon, Mark rose to become Vice President-Investments, heading up their Equity Investment operations managing separate accounts, mutual funds, capital and surplus accounts, and qualified retirement plans assets. Upon Aon’s exit from the investment management business, Mark then joined Burnham, Sullivan, Andelbratt which was subsequently acquired by Ziegler Capital Management, where he continued to manage a growing Aon Pension Plan equity investment assignment for Aon for another 15 years. At Zeigler, he developed a passion for serving high net worth individuals and built a strong clientele over his 18-year career at ZCM. Mark has served on four corporate Boards including Indian Peaks Brewing Company and in several philanthropic capacities.
When Mark is not working, he really enjoys spending time with his wife Margaret, two daughters and six grandchildren. His hobbies include collecting coins, cooking, and sports. He has been a Cub fan for 40 years and has been a part of a season ticket group for decades. He views investments as a personal endeavor as well, which is something you will notice when working with Mark. His passion for the investment business is apparent and shines through his work with clients.
Director of Operations & Client Service
Lauren joined our team in 2019 and serves as the Director of Operations & Client Service. She is the main point of contact and the friendly voice clients hear when calling our office. Her mission is to ensure all questions are addressed with high regard to quality service on which Mendel Money Management is built.
Lauren graduated from Southern Illinois University-Carbondale with a B.A. in Psychology. She has worked in the financial planning industry for 5 years prior to joining Mendel Money Management. During that time, she has earned her Series 6 and 63 investment licenses.
Lauren grew up in the southwest suburb of Orland Park. She enjoys spending free time with her niece and nephews, seeing live music, and traveling.
Wealth Management Associate