I bring over 40 years of financial industry experience and a high-touch style to help you achieve your dreams. I relish getting to know clients on both a personal and professional level. By asking the right questions, I know I can recommend solutions tuned to your lifestyle and help you successfully navigate your way from your working years through retirement. My role is to address your insurance and investment needs in ways that help you manage and secure your financial future. I have been assisting high net-worth individuals, families and entrepreneurs in the Chicago Metro area for the entirety of my career. My affiliation with Sigma Financial Corporation gives me access to exceptional research, trading and technology. This support helps to ensure that I am directing the maximum amount of energy possible toward my goal as a financial caregiver. Since Sigma Financial Corporation does not produce or market any proprietary investment products, I am able to offer a wide array of products that are suited to your particular needs. My areas of focus include College Funding, Employee and Executive Benefit Plans, Retirement Income Planning and Legacy Planning. I also have extensive experience with Long Term Care insurance, Life Insurance and Annuities with an emphasis on Wealth Accumulation to heirs or charities.