Qualifications

I have been working with individuals and businesses in the Chicagoland area for over 30 years.

Myself, as well as my assistants have extensive personal and professional experience to help with your every need.

As an independant financial advisor, I am licensed to sell a variety of investments and insurance products to insure your the best investment model for you personally.

We are dedicated to developing lasting relationships with all our clients and believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.

Licenses:



  • Series 6
  • Series 7
  • Series 26
  • Series 63
  • Life/Accident/Health Insurance