I am a founder and managing partner of Hereditas Wealth Management, an investment firm based outside of Chicago, Illinois. I have managed assets for individuals and small businesses for 24 years and have earned the Five Star Wealth Manager designation for 2010, 2011, 2012, 2013, 2022, 2023, and 2024.My focus is providing comprehensive portfolio oversight to help my clients reach specific financial goals. I assist in building wealth to meet their individual needs, such as buying a home, providing for their child's education, or having a nest egg to accommodate for a more-than-comfortable retirement. The ability to assess these goals and build a portfolio to continuously provide for their needs is what sets me apart.Specialties: + Asset Management+ Portfolio Insight+ Goal Assessment+ Client Management+ Financial PlanningRegistered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, and SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. HEREDITAS WEALTH MANAGEMENT is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.