As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals, and risk tolerance. My mission is to provide every client with targeted, comprehensive financial advice, and portfolio management - delivered with the highest level of personal service and professional integrity. My talent for developing strong relationships puts me front and center with business owners and families throughout the U.S. since 1991. I hold a B.A. degree from Columbia College, Chicago, CRPC ® designation from the College of Financial Planning and requisite FINRA registrations.This information is intended for use only by residents of Illinois, California, Colorado, Texas, Wisconsin and Arizona only. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.
Listed skills include Finance, Financial Advisory, Retirement, Financial Planning, and 3 others.