I have been involved in the financial services industry since 1997. I graduated from Indiana University, Bloomington, (Go Hoosiers), with a Bachelor of Science in Business and received my MBA from Keller Graduate School of Management.I have owned a variety businesses throughout my career and am more focused than ever to help my clients succeed in their personal, professional, and financial endeavors. Since we work with many friends and people in our community, confidentiality and trust are the cornerstone of our practice. In this time of rising taxes and investment complexity, our focus is on helping clients and their families keep more of their earnings. We also help business owners protect and grow their businesses. Specifically, we provide analysis and solutions in the following areas:Retirement PlanningAsset protectionInvestment Advisory Services and Asset ManagementTax efficient and aware planningBusiness Planning, including coaching, Value Acceleration Methodology, Business Succession, Business Continuation, Executive Benefits and Compensation, Employee Benefits, Risk Management and Personal Planning. Estate Planning Fee Based Financial PlanningContact me by email at tor@ironwoodfamilywealthadvisors.com or cell phone at 847-921-9233.Securities offered through Triad Advisors, Member FINRA/SIPC. Advisory services offered through Triad Hybrid Solutions, a registered investment advisor. Ironwood Family Wealth Advisors and Triad Advisors are not affiliated.Third party posts found on this profile do not reflect the views of Triad Advisors and have not been reviewed by Triad as to accuracy or completeness.