If you work with a professional wealth advisor, you want to be sure someone looking out for every last detail of your finances. Which is where I come in- working with you and the wealth advisors to keep everyone on the same page. At Cogent Strategic Wealth, we don’t just work for you; we work alongside you. We help you create financial strategies to reach your goals.Previously, I was the Client Relationship Lead on the BAM Advisor Services team, servicing over 81 boutique financial firms. This is where I learned all about client care and evidence-based in-vesting, and grew a passion for helping people build the right relationships to reach their financial goals.I’ve worked with a lot of financial firms and wealth advisors, and I am thrilled to be on the Cogent team working with trusted Wealth Advisors in Chicago. As a Client Relationship Specialist, I work directly with you and the Cogent Wealth Advisors to ensure everyone’s needs are met. The Cogent DifferenceAt Cogent Strategic Wealth, we help high-achieving individuals develop clear goals for your financial future, and guide you in taking the right steps to achieve them. • We are fee-only, which means we do what’s right for you, period. • No commissions, no hidden agendas, and no large financial corporation to answer to. • Peer-reviewed financial research guides our wealth management philosophy.• Evidence-Based approach.Here’s how we do it. 1. Schedule a FREE 30-minute phone call. You learn about us, and we learn about you.2. Meet our team online or in-person to create a plan tailored to you. 3. Follow your plan, while we continuously monitor and adjust, making sure you are working towards your goals.If you’re ready to take control of your finances, call a Cogent Wealth Advisor today.