4500 North Prospect Road
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.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Michael began his career in financial services 21 years ago with a desire to help others. After graduating Cum Laude with a B.S. in Public Relations and a minor in finance from Valparaiso University, he was...
Keith grew up on the family farm in a small community in central IL. His parents instilled a strong work ethic in the children teaching them that if there was a job to be done, it should be done to the best of their ability. This...
Financial Advisor & CPA
Investment Operations Administrator
Business Operations & Insurance Specialist
Investment Specialist & Marketing Coordinator
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