As a financial advisor, I believe it’s important to invest time in you and your goals before you invest your money. By working closely with your CPA, attorney and other professionals, I can help you determine an appropriate financial strategy, including a comprehensive retirement savings strategy that can incorporate leaving money to heirs, if that is your goal.
I am a Chicago South Sider, which began my entrepreneur career in 1991: I plan to continue serving the Metro Chicago area Small Business Community, with Homewood as my central location. Prior to starting a financial practice, I carved out a very successful career in maintenance repair and operation distribution as well as the telecommunications industry. I have also had the honor, of serving thirteen years in the US Army – both as an Enlisted Soldier and Commission Officer within the Signal Corp.
I earned a bachelor’s degree in TV Radio Broadcasting from Chicago State University as well as a Masters of Business Administration from Lake Forest Graduate School of Management.
I am member of numerous professional associations, a volunteer coach for grade school sport teams.
My branch office administrator has twenty five plus years of experience in the financial industry and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to contact us with questions concerning your statement, dividends, stock certificates or general investment questions about your account.
What attracted you to SSSBA? What do you and your business get out of membership?
I am attracted to SSSBA for both general and specific business connections of other like-minded entrepreneurs / business owners. So, when you need help growing your small business or just want to connect to other business owners who are also in the weeds of starting up or running a small company, SSSBA is a great business partner with resources at its fingertips.
Moreover my membership has provided no downsides personally or professionally; to joining this outstanding small business association, that is relevant to the growth of businesses specifically and the southland region in general. I think of it this way: Finding an invaluable business partner or maybe even a loyal customer down the line, is well worth the $100.00 annual fee of joining this phenomenal business association.
Here’s my ask of you: Consider what your business goals are, where your potential and existing customers are and what they need. Then think carefully about how SSSBA can connect you to the partners, networks, and customers you need to grow your business.