300 N Hunt Club Rd
Gurnee, IL 60031
Serving the Gurnee, Grayslake, and Mundelein, IL regions and Banking Centers
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan – a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we’ll chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
Career Highlights & Industry Expertise
Financial industry professional since 2009
Series 7 and 66 registrations, held through LPL Financial
Securities Industry Essentials (SIE) Examination
Bachelor’s degree in marketing from Illinois State University
I’m an active golfer and a huge baseball and football fan. For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today. To set up an appointment or for general service and support, please contact my Wealth Sales Assistant, Rolanda Bowers at (224) 570-6766 or email@example.com.