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Manager Overview
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We are an independent financial planning/wealth management firm, and a member of the Christian Financial Professionals Network. We stand behind our motto of: Trust, Integrity and Service and our dedicated team of professionals focus on helping you and your family achieve your financial goals. We understand the importance of having the assets and income to send your children to the right schools, enjoy a comfortable retirement, and have financial independence late in life. Our team focuses on personalized planning and asset management to better help you and your family meet these goals. When you are our client you will have the financial peace of mind of knowing your assets and financial future are in the hands of trustworthy experts |
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Experience & Disclosure
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My CRD Number:
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2532551 |
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Work Experience:
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I discovered early on that if I exceed my client's expectations, I will have clients for life. I seek to develop close, persoanl client/advisor relationships. Business owner and entrepreneur since 1976. President of Integrity Financial Management,Inc, and in business since 1994.
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Academic Background:
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DePaul University, MBA in Finance
University of Ilinois, BA
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Services
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Types of Investments:
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We provide a personalized quality of investment and financial advisory services that goes well beyond what most banks, investment firms and retail brokerage houses can offer. Our experienced team work to protect and increase our clients assets as we consider your total financial picture and your life circumstances; to provide you with an integrated financial program to fit your situation.
Our firm offers a full range of financial products and has no proprietary products. |
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Qualifications
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Certifications, Accreditations and Designations:
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Registered Financial Planner,RFP,
Paladin Registry Five Star Advisor,
Member Christian Financial Network |
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Number of Advisors in Office:
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4 |
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Advisor's Number of Clients:
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125 |
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Assets Managed by Advisor:
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20 million plus |
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Compensation
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New Client Minimum Portfolio Size:
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$25,000 |
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Fee:
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Varies according to portfolio |
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Money Manager Articles
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What Strategy Should You Take As You See The Market Moving UP! - 07/07/2009
What Actions, If Any, Make Sense In Todays Market? - 07/02/2009
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