BACKGROUND

I offer a comprehensive suite of financial services tailored to the individual needs of families and businesses. My approach is akin to that of a multi-family office, offering a range of personalized services.  This includes financial wellness coaching to empower clients to understand and effectively manage their own financial well-being.

Beyond investment strategies, I specialize in insurance solutions designed to safeguard assets and help ensure financial stability.  Offering tax saving strategies  is another key component of my services, focused on optimizing tax efficiency and minimizing liabilities. I also assist with retirement income , collaborating with clients to develop strategies for a stable and fulfilling retirement. Planning for your child’s education can be challenging.  I can offer guidance on saving for those educational expenses.   Finally, I offer estate planning strategies to help ensure that assets are transferred according to clients' wishes, preserving wealth for future generations. This holistic approach is designed to ensure that every aspect of a client's financial life is aligned with their overall life goals.

EDUCATION & CREDENTIALS

A master’s degree in public policy, and I have my FINRA Series 6 & 63 securities registrations as well as my Life Insurance, Accident, Health, & Variable Annuity Licenses.

INTERESTS

Outside of my professional and community commitments, I have a deep passion for both cultural and recreational activities. My journey into finance was shaped by my experiences as a community leader and small business owner, which highlighted the importance of financial literacy leading to financial liberation and empowerment. In my free time, I enjoy attending live theater performances and engaging in various sports activities and supporting my Chicago teams: Bears, Bulls, Sky, Blackhawks, Fire, Red Stars, Sox and Cubs. I am married with two adult children and share my home with two cats and a dog, making the most of family time amidst our busy lives.

Your financial future. I can help you envision it, plan it, and prepare for it.