749 Lee Street
Des Plaines, IL 60016
Serving the Des Plaines, 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
- More than 30 years of financial industry expertise
- Series 6, 7, 63 and 66 registrations held through LPL Financial
- Accident and Health Insurance Licenses
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, Warren Mendoza, at 224-422-5429 or firstname.lastname@example.org.