Overview

I am a Senior Wealth Manager at T2 Asset Management in Oak Brook Terrace, IL. We are an entirely fee based Asset Management Firm, with a focus on active money management. I used the financial planning process to get to know my clients and what they are looking to accomplish. I them customize a portfolio based on their needs, and meet regularly to update any changes in their circumstances. I do not sell products or insurance. I value the relationships that I have built with my clients, and am looking to expand my practice. I am looking for an advisor who may be looking to get out to the business to partner with, and develop a succession plan for them and their clients. I am young, highly motivated, and have been in the business of financial planning and wealth management for over 10 years.

Last Activity
6 months or more

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