4709 West Golf 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.
Partner Wealth Management Advisor
David’s background is as a tax attorney who has written and spoken extensively on financial, estate and tax planning including appearances on WGN radio’s Noon Business Hour (click photo to view full profile)
Moira is a financial adviser with Cornerstone Advisers, LLC. Her practice is focused on helping her diverse clientele navigate their distinct life situations while reaching their financial goals. Moira utilizes her background as a tax...
Registered Administrative Assistant
Monika has over 15 years of substantial financial services experience focused in areas of corporate banking operations, progressive sales roles and wealth management. These experiences have developed her skills and expanded the...
Tiffany has experience in the financial services industry helping both individual and institutional clients with their investments through client services, wealth management, and investment analysis. She earned a B.S. in Consumer...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.