Mount Prospect, Illinois, United States
My Business… I provide advanced benefit plans for successful business owners and individuals. My focus is on company sponsored retirement plans, insurance, estate planning strategies, and executive compensation plans. I established my business as a financial professional in 1996. My Mission… I am committed to providing customized financial strategies. I believe this is achieved by establishing trust and a strong relationship with my clients. My goal is to deliver unparalleled client service as I strive to exceed my clients’ expectations. My Experience... During my tenure as a Financial Consultant and past Divisional Vice President, I’ve attended many industry training and certification programs. I also hold FINRA securities registration series 6, 7, 24, 53, 65, and 66 and I am registered to offer investment advisory services in numerous states including Illinois, Kentucky, Michigan, Rhode Island and Wisconsin. I have received multiple awards including National Leaders Core, Presidents Cabinet Award, and The Circle of Excellence. My academic achievements include graduation from DePaul University (Chicago, IL) with a major in Communications and a minor in Marketing. Specialties: Corporate Retirement Planning / 401k Executive Benefit Planning Business Succession Planning Key Employee Retention
The BSG of Illinois is a team of financial professionals formed to work with closely held businesses. Every day, we speak to business owners like you. From start-ups to companies that have lasted generations, we help identify new opportunities in your financial plans. We listen to the key issues, concerns and obstacles that are most important to you, your partners and other trusted advisors. Then, we work closely with you and your financial team to prioritize and implement strategies that build value. Business Continuity and Succession Planning Executive & Employee Benefits Company Retirement Plans Estate and Legacy Planning