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Financial Advisor   

$50MM AUM | $460,000 GDC in Chicago, IL

Member Level
Basic
Last Activity
within 3 months

Business Mix:

5% Comm
95% Fee

General

Location
Chicago, IL, US
12 Month Gross Revenue
$460,000
Number of Accounts
550
Avg Client Age
65

Overview

I work primarily as a CFP with a select group of individuals, families, businesses, and institutions to help them build, manage, preserve, and transition comprehensive wealth. When I speak of comprehensive wealth I am referring to the four cornerstones of wealth: Investments, Credit/Debt, Risk Management, and Trusts and Estates. I do this in an independent, objective, unbiased, and cost-effective manner.

 
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