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Contact us

Our financial professionals are available to assist you.

Our financial professionals are available to help you plan for the future. Financial advice is offered through VALIC Financial Advisors, Inc. (VFA). When you partner with a financial professional, you will obtain:

  • A clear picture of your current financial status 
  • Investment strategies to help you reach each of your financial goals 
  • Well-defined action steps to take now and in the future

Contact your financial professional 

Your financial professional team is back on-site and available for face-to-face meetings! Of course, they’re always available to meet by phone or virtually, as well. Reference the monthly on-site calendar and schedule an appointment with a financial professional from the list below.  

Monthly on-site calendar

Your dedicated financial professionals

Charles Capozzoli, CFP®, CLU®
Financial Advisor

Phone: 312.505.5104

Calumet WRP
Lemont WRP

Lucas Perkins, CFP®
Financial Advisor

Phone: 312.909.2670

Main Office

Daniel Tomas, CFP®, CPA, CLU®, ChFC®
Financial Advisor

Phone: 224.289.1534

Stickney WRP
Hanover Park WRP
Terrance J. O’Brien WRP
John E. Egan WRP
James C. Kirie WRP 

Jimmy Valle, CFP®
Financial Advisor

Phone: 312-877-2232

Spanish speaking employee
Inactive participants

Client Care Center

If you have a question about your account or the account access features of online account access, you may speak directly with one of our Customer Service Representatives.

Our Client Care Center is available at 800.448.2542, Monday through Friday: 7:00 a.m. to 8:00 p.m. Central Time.


Check the background of VALIC Financial Advisors, Inc. on FINRA's BrokerCheck

A 978303
Revised (10/2022)