Backed by over 20 years of experience in this industry, I focus on helping my clients reach their goals by ensuring they're kept on-task, monitoring how they're progressing, and adjusting when necessary. I make sure to educate my clients on how they're going to meet their goals, because it's important that each client understands the amount of risk they need to take in order to bring their ideal financial future to fruition. I started my career in Chicago, but soon realized I wanted to begin building a family closer to home and joined Bernardi Investment Services in 1998. Now, as an Investment Advisor with Core Investments Group, I often act as a teacher for my clients rather than a salesman, and I'm focused on their goals - not my commission. My clients trust me because of the services and solutions my team and I offer, as well as our transparency, our ethical approach, and our independence.I graduated from Loras College in 1996 with a Bachelor of Arts degree in Finance, and I was active in many areas which included playing baseball and acting as class treasurer. My greatest accomplishment, though, was meeting my wife Becca while in college. I now reside with my family in Galena, where we're raising four kids: Evan, Elli, Claire, and Cole. Our children are very active in both sports and theater, and we coach and attend as many of their activities as possible.My team is currently accepting new clients and we appreciate your referrals. We welcome the opportunity to meet with you to learn about your specific situation and explore whether we can be of benefit to you. Please contact me by email at chad@coreinvestmentsgroup.com or by phone at 563-587-8212.