We build investment portfolios, manage accounts and create financial plans for a limited number of clients.Investment Advisory and Financial Planning Services are unique and distinct offerings. Investment Advisory is solely focused on your portfolio growth, income and tax impact. Financial Planning includes all the items that exist off the account statement - Scenario Modeling, Retirement Plan Design, Goal Awareness, Protection from specific life risks and so much more.

As the Director of Programs for Investments and Wealth Institute (a nonprofit organization), I lead the Chicago Booth Certified Private Wealth Advisor Program and the Retirement Management Advisor Program that includes both content creation, project management, budgeting and program ownership along with overseeing the Certified Investment Management Analyst Program. This role allows for opportunities for public speaking, thought-leadership projects, creation of private classes for certification programs, and coordinating with a variety of volunteers.