401 North Michigan Avenue Suite 1200, Chicago, IL 60611, USA
Minimum amount of investment:
USD 1,000,000 recommended
Global Guidance for Financial Growth
Before we can begin crafting your financial strategy, domestically and internationally, we need to understand your unique situation. After an initial conversation, we commit to what is in the very best interests of each one of our client’s unique situations. We can tailor our services to any situation, ensuring that you get the customized care that you deserve. After all, your situation is unique...why settle for a financial plan that isn’t?
I have dedicated my life to supporting my clients. My passion for finding solutions to complex problems led me straight to the financial services industry, where I have spent the last 15 years tackling complex financial situations. Monitoring one economy is a challenge in itself, but I keep an eye on the global market, combing through the legal and financial intricacies of world markets so my clients feel confident in their transitions.
In order to provide comprehensive services for my clients, I have obtained both my CFP® and APMA™ designations and I am currently one of only a handful of advisors in Illinois and 100 in the U.S. who is a Chartered SRI Counselor (CSRIC™). I operate on a fee-only basis. I pride myself on taking a holistic view of my clients’ complicated financial situations and providing tailored solutions that prepare their families for financial success.