As a financial advisor, I believe it’s important to invest time in you and your goals before you invest your money. By working closely with your CPA, attorney and other professionals, I can help you determine an appropriate financial strategy, including a comprehensive retirement savings strategy that can incorporate leaving money to heirs, if that is your goal.
I am a Chicago South Sider, which began my entrepreneur career in 1991: I plan to continue serving the Metro Chicago area Small Business Community, with Homewood as my central location. Prior to starting a financial practice, I carved out a very successful career in maintenance repair and operation distribution as well as the telecommunications industry. I have also had the honor, of serving thirteen years in the US Army – both as an Enlisted Soldier and Commission Officer within the Signal Corp.
I earned a bachelor’s degree in TV Radio Broadcasting from Chicago State University as well as a Masters of Business Administration from Lake Forest Graduate School of Management.
I am member of numerous professional associations, a volunteer coach for grade school sport teams.
My branch office administrator has twenty five plus years of experience in the financial industry and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to contact us with questions concerning your statement, dividends, stock certificates or general investment questions about your account.