$50MM AUM | $460,000 GDC in Chicago, IL
Member is Interested In:
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.