3956 West North Avenue
Chicago, IL 60647
Serving the Chicago, 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 2002
- Series 7 and 66 registrations held through LPL Financial
- Illinois Life, Accident and Health Insurance License
- Bilingual English/Spanish Speaker
As a bilingual English/Spanish speaker, I enjoy working one-on-one with clients to build relationships that last a lifetime. 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, Luis Silva, at 872-280-9435 or firstname.lastname@example.org.