Cutrera Financial

Meet the Team

Clients work with Jay, David, and the Cutrera Financial team for advisor guidance, administrative support, client communication, and resources that help keep the experience organized.

Request an Appointment Becoming a Client

Jay R. Cutrera

Personal Financial Advisor

Jay has been serving clients in Chicago and the surrounding suburbs since 2002. After extensive experience in the large institution advisory landscape, he established Cutrera Financial in 2010 to focus more directly on the needs and objectives of the clients he serves.

Jay works with individuals, families, and business owners to organize their financial picture, prepare for retirement, and make thoughtful decisions through changing markets and life circumstances.

Read Jay's Bio

David Lewitas

Registered Representative

Prior to financial advice, David began his financial services career after earning his bachelor's degree from Columbia University, and spending more than 20 years working with clients through institutions including TCF and Citibank.

He later established his own financial practice to focus more directly on client relationships and personalized planning, helping them evaluate important financial decisions and work toward their long-term goals with greater confidence.

Read David's Bio

Estera Piorek

Administrative Associate

Estera helps keep the client experience organized, responsive, and supported behind the scenes. Estera is currently attending Dominican University, where she is studying to get her CPA.

She is also playing softball at Dominican University, where she pitches and plays outfield. Estera has been working with Jay for five years.

Kim Jungas-Samson

Operations Specialist

Kim has worked in the financial services industry since 2000, and specializes in the processes and organization of account information and requirements.

Kim works out of our supervisory branch office with Szablis Klee, headquartered in Rochester, Minnesota. Kim enjoys spending her free-time being her two children's biggest advocate - and athletics coach!

Szablis M. Klee

Client Experience Support

Szablis and Jay have worked together in financial services since 2003, when they both worked at TCF Investments.

She supervises the larger advisor group Jay is an instrumental part of, collaborating on complex cases and sharing strategies to stay on the cutting edge. Szablis offices out of Rochester, Minnesota, where she provides resources and compliance oversight to help ensure client service and suitability standards remain high.

Ethan Klee

Marketing Coordinator

Ethan supports Cutrera Financial’s marketing, website content, brand presence, and client-facing communication resources.

Fun fact! Ethan got his start "in the industry" at 6 years old where he drew the TCF logos on white boards and "helped" Jay and Szablis with corporate events. Now, 25 years later, he is a marketing specialist assisting financial advisors with compliant-yet-creative solutions, and working on his industry licenses pursuing becoming a representative himself.

Meet With Us

Ready to talk with the
Cutrera Financial team?

Schedule a no-cost introductory conversation or call the Chicago office.

Request an Appointment Call 1.800.533.6750

Serving Clients in Chicago
and the Suburbs Since 2002!

Financial guidance for individuals, families, and business owners throughout Chicago and the surrounding suburbs.

Main Branch Information

Phone: 1.800.533.6750

Fax: 800.533.6750

6836 West North Ave
Chicago, IL 60707

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Online Statements

Securities and Advisory Services are offered through United Planners Financial Services of America, a Limited Partnership, member FINRA/ SIPC.
Cutrera Financial and United Planners are independent companies, and do not offer legal or tax advice.

Information presented on this site is developed from sources believed to be providing accurate information and is intended for informational purposes only. The content presented does not intend to make an offer or solicitation for the sale or purchase of any product or security, nor should it be construed as investment, legal, or tax advice. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy.

This site is designed to provide general educational information only and nothing herein should be construed as investment, legal, or tax advice or an offer to sell any product. Please be advised that presently Jay Cutrera holds series 6, series 63, series 7, and series 65 licenses in CA, FL, IL, IN, MI, MN, NY, TX, and WI. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.