Personal Information
Organization / Workplace
Greater Chicago Area United States
Occupation
Independent * Client Advocate * Retirement Specialist * Fiduciary * Fee Only
Industry
Finance / Banking / Insurance
About
Over 25 years in the financial services industry specializing in financial planning and investment portfolio design. Helping clients grow their wealth and peace of mind in this challenging environment. Guiding clients to their goals through written financial plans and efficient, low cost investment portfolios. Providing workshops on various financial topics.
Contact Details