I work with individuals, couples, and closely-held business owners leveraging my financial planning expertise by offering tax planning solutions as well as implementing synergistic portfolio and asset management recommendations.At JA Barnash & Associates, we use modern tools to help establish the relationship between one's personal goals and values to the tool of money, we enable people to live happier, healthier, stress-free, and fulfilling lives.For over 30 years I've been passionate about helping people live the quality of life they have dreamed about. Everybody has a different dream and I view it as helping put the pieces of the puzzle together with them. I began my career with Equitable Life Insurance before moving on to my independent financial planning practice. As a CFP® instructor for my alma mater, DePaul University, I became a sought-after talent by major financial firms. Later, I became a Regional CEO for Lincoln Financial Advisors in 2000, where I doubled the size of the firm in seven years. I’ve had the privilege to give back to the community with my service as a volunteer leader for the Financial Planning Association, the world’s largest association for Certified Financial Planners. I was President of the National Association in 2007 and Chairman in 2008, as well as an adjunct faculty member for W.R. Harper College and DePaul University for ten years.There are many facets to achieving long-term financial wellness: portfolio management, financial planning, tax planning, and estate planning. All are important components but not equal in their impact on financial wellness. I believe that high-quality portfolio management, how your assets are managed, and what you pay are the critical components for long-term financial wellness.