I bring over 30 years of industry experience and a high-touch style to helping my clients achieve their dreams. I relish getting to know my clients. I know that by asking the right questions, I can recommend solutions tuned to their lifestyle and help them successfully navigate their way from the working years to retirement. My role is to address my clients’ insurance and investment needs in ways that help them manage their financial futures.
I have been assisting high net worth individuals, families and entrepreneurs in the Chicago Metro area for the entirety of my career.
My affiliation with Sigma Financial Corporation gives me access to exceptional research, trading and technology. This support helps to ensure that I am directing the maximum amount of energy possible toward my role as a financial caregiver. Since Sigma Financial Corporation does not produce or market any proprietary investment products, I am able to offer a wide array of products suited to the particular needs of my clients.
My areas of focus include College Funding, Employee and Executive Benefit Plans, Retirement Income Planning and Legacy Planning. I also have extensive experience with Long Term Care Insurance, Life Insurance and Annuities with an emphasis on wealth accumulation for future heirs or charities.
Mobile Phone: 847-462-4314