I help people create better financial lives for themselves and their families.
Collaborating with you…focusing on your unique situation while helping clarify and prioritizing your goals, concerns, needs and risks results in solutions that are tailored to your best interests.
The bottom line – I will help put in place a plan to achieve & maintain a comfortable lifestyle now and far into the future.
Utilizing my in-depth understanding of risk, opportunity and life events brings reality and clarity in planning your goals.
I am dedicated in serving my clients with wealth management and family/business protection strategies.
Trust, integrity, teamwork, professionalism and transparency are the attributes of my practice.
Financial planning for businesses and their owners
Tax advantaged investment strategies
Investments and risk management
Long term care insurance
Disability income insurance
30+ years trading experience at Chicago Mercantile Exchange & Chicago Board of Trade
Past member Elmwood Park Unit School District Board
U. S. Army Veteran
Advocate of sports – wrestling, football, hockey & baseball
Life, Health & Annuity licensing in several jurisdictions
Past and present securities licenses (3, 7, 63, 65)