Wealth Advisor, Officer
11210 West Lincoln Highway
Mokena, IL 60448
Serving the Mokena, 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 2005
- Series 7 and 66 registrations held through LPL Financial
- Illinois Life, Accident and Health Insurance License
- Bachelor’s in Finance from Northern Illinois University
I grew up in Orland Park and moved to New Lenox in 1990. When I’m not working, I enjoy spending time with my wife Kelly and our seven children and two grandchildren and watching my son and daughter play sports. 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 email@example.com.