I work with individuals & families who are committed to planning their wealth, securing their lifestyle & achieving their goals. My clients share their values, dreams, needs & goals. I listen & help them understand their options. I work with clients to help them make smart choices about their money & develop a plan that reflects their own unique situation, while putting my knowledge & experience to work for their benefit. I believe that no financial decision should be make outside the context of a comprehensive plan. I don't believe that planning is optional. I believe it is vital.
I live in Northbrook serving the residents of the North Shore and Chicago