1308 North Richmond Road
McHenry, IL 60050
Serving the McHenry, IL region 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 will 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 2003
- Series 7 and 66 registrations held through LPL Financial
- Illinois Life, Accident and Health Insurance License
- Bachelor’s degree in Finance from Eastern Illinois University
- Certified Plan Fiduciary Advisor®
Born and raised in McHenry, I enjoy being a part of the community, especially my time spent participating in sports and activities through the local high school. I am an avid football fan, enjoy sports cars and playing golf. Coming from a modest family and growing up locally I know what it means to work for what you have. It is with this understanding and more than 15 years of financial services experience that I help my clients manage what they’ve worked so hard to achieve. 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 Advisory Assistant, Heather Cortez, at 779-265-8069 or firstname.lastname@example.org.