I joined Guidant Wealth Advisors in 2008
As a Senior Wealth Strategist, I assist families, individuals, and companies in creating and maintaining a long-term wealth management strategy to pursue their financial goals. I offer guidance and advice within the areas of custom financial goals and projections; portfolio design; risk management; liquidity strategies; estate planning.
Using a conservative and long-term approach, I focus on strategies that seek the preservation and growth of net worth, while coordinating multiple financial objectives
DePaul University - Bachelor's degree in Finance.