Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Founding Partner, Wealth Manager
Senior Client Associate
Michelle has served clients in a variety of industries for more than 20 years. Her financial world experience began at Northern Trust Bank in Chicago where she advanced to Private Banker and served on a Wealth Management Team. After...