BUSINESS PHILOSOPHY
My mission is to help clients realize their financial dreams and eliminate their financial worries. I pursue this through a process that uncovers and clarifies financial goals and values. I work to develop personal relationships with my clients, and I approach this business with passion, humor and integrity.
PRODUCTS AND SERVICES
- Comprehensive Wealth Management Services
- Business Succession Strategies
- Estate Planning
- Investment Strategies
- Retirement Planning
CORPORATE FINANCIAL EDUCATION
I provide Financial Education workshops and seminars at some of Chicago’s largest corporations. The subjects that I currently present on are:
- Investment Fundamentals
- Tax Planning
- Retirement Investment Strategies
- Financial Management
- Estate Conservation Strategies
PERSONAL
- Resident of Naperville; Chicago Native
- Married to Wendy with 3 children
- Hobbies include Golf & Fishing
I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.