QUALIFICATIONS University of Illinois     Bachelor of Science, Finance FINRA Licenses 7,63,24,65 Certificate in Financial Planning from DePaul University Illinois Life License including Accident and Health Insurance MY BUSINESS I have been helping clients achieve their financial goals for more than 20 years. I manage over $75 million in assets for approximately 300 clients. We specialize in working with: ▪ Individual Investment Accounts ▪ Life Insurance  ▪ Trust Accounts                                                                       ▪ Affluent Households ▪ Corporation Accounts                                                             ▪ Retirement Plans ▪ IRA Rollovers                                                                          ▪ College Planning MY FAMILY I, and my children, Jack, Max and Grace, have lived in Downers Grove since 1998. We are active in our school and church, St. Mary’s of Gostyn. We enjoy being involved with Fury Baseball, Rogue Baseball and Rebel’s softball.