Overview

I am a financial planner at a Hybrid RIA located in the Chicagoland area. Our firm focuses on a comprehensive and team based approach to building financial plans for our clients. We believe that no one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We focus on answering 3 critical questions for our clients: What happens if you live too long? What happens if you get too sick? What happens if you die too soon? We base the client's financial plan around answering those critical questions and expanding on them.

I am looking to expand my practice through purchasing or merging with a retiring advisor or someone looking to transition out of the business. I am 100% fee based with some insurance commissions. I hold my Series 7 and Series 66 licenses, am registered to do business in IL, WI, and IN, and hold my IL/IN Life/Heath and Long Term Care licenses. I am also open to having any conversation to help expand another financial planner's business.

Market
Advisor/RIA
Last Activity
within 3 months

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