-Comprehensive financial planning through LPL Financial
-Integrity, trust and communication
-Emphasis on physicians and their staff
With 15 years of experience in investments, insurance and banking, I bring a dedicated, personal approach to understanding my clients. It is a joy for my team and I to serve those we have been introduced to. As our business grows over the years, it is our goal t
o be a premier wealth management team to physician-owned businesses in the chicagoland area and high net-worth individuals. Securties offered through LPL Financial, member FINRA/SIPC. Investment advice offered through HighPoint Advisor Group, LLC, a registered investment advisor. HighPoint Advisor Group, LLC and HighPoint Planning Partners are separate entities from LPL Financial. Third-party posts found on this profile do not reflect the view of
LPL Financial and have not been reviewed by LPL Financial as to accuracy
or completeness. The LPL Financial registered representatives associated with this page may
only discuss and/or transact business with residents of tile following states: AL, AZ, CA, CO, FL, GA, IA, IL, IN, KY, MD, MI, MO, NC, ND, NJ, NM, NV, OH, TX, UT, VA, WI, WV