I am the managing member of Bender Financial Services, LLC, a firm with over 30 years of experience in the financial services industry.I started my career with a small accounting firm in the northern suburbs of Chicago, concentrating mainly on tax preparation. I joined GCG in 1992, I developed a large insurance and investment practice throughout the country. My business has grown by concentrating on small business owners and physicians in the Chicagoland area.In 2020 my brother Shelly and I opened Bender Financial Solutions. We specialize in insurance and investment strategies, and tax strategies for small to mid-size businesses. I help create benefits packages that include disability, life insurance, pension, profit sharing, 401(k) plans and mutual fund strategies.I received my B.S. from Illinois State University in 1984 and completed the CPA exam in 1987. I received the Chartered Financial Consultant (ChFC) designation in 2001 and the Chartered Life Underwriter (CLU) in 2003. I am a Qualifying Member of the MDRT*, and a Registered Representative and Investment Advisor Representative with Cetera Financial Specialists, LLC . I am also a member of both the National Association of Insurance and Financial Advisors (NAIFA) and the Society of Financial Service Professionals.I live in Buffalo Grove, IL with my wife. We have 2 grown children.*Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics.Office Address:355 W. Dundee Rd, Suite 102Buffalo Grove, IllinoisRegistered Representative offering securities through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, Cetera entities are under separate ownership from any other named entity. CA insurance license #OE54138
Listed skills include Mutual Funds, Insurance, Investments, Life Insurance, and 8 others.