Protecting your wealth in a changing world through data-driven wealth management strategies, forged by seasoned portfolio managers.
We strive to plan and preserve your wealth for retirement and legacy in a tax efficient manner.
Since 1991, I’ve been serving the Chicagoland marketplace and helping business owners, professionals, families, divorcees, and many more with their wealth management strategies. I’ve followed my passion and have been lucky to live my purpose by helping my clients take control of their future.
“Money is the guarantee that we may have what we want in the future. Though we may need nothing at the moment, it insures the possibility of satisfying the new desire when it arises."
-Aristotle
You can spend decades planning for your future, but the ability to live the life you envision when you're in retirement and leaving a legacy for your loved ones takes more than setting aside a certain amount of money. We know that finding tested and, evidence-based wealth advice can be tough. Fortunately, this is what we do best.
We look forward to working with you,
What I Specialize In:
- Wealth Management
- Financial Planning
- Retirement Planning
- Investment Strategies
- Education Funding
- Life Insuance Planning
- Disability Income Planning
- Long-Term Care Planning
- Group STD/LTD & Life Plans
- Business Sucession Planning
Recent Industry Service, Honors & Awards
- President of Physician's Nationwide for 2021-2022
- International Main Stage Platform Speaker for MDRT 2021
- Chosen 2020 Vice President of Physician's Nationwide
- Appointed Director of Speaker Relations for MDRT 2019 Annual Meeting
- Chosen to be a featured speaker at MDRT 2019 Annual Meeting
- 2019 MDRT Regulations & Compliance Task Force - Best Practices Division
- 18 year Qualifier, Lifetime member, & Court of the Table for Million Dollar Round Table
- Chosen to serve on the 2018 Finance & Investment Committee for MDRT Foundation
- Physician's Nationwide Member for 15 years
I can help you implement your business plan, retirement and exit plan.
Do you plan on retiring successfully? Then call me, I can help.
Let me partner with you to plan and preserve your wealth.
