About Us

As a CERTIFIED FINANCIAL PLANNER™ professional, I partner with my clients’ CPAs and estate attorneys to create comprehensive financial and legacy plans tailored to individual goals. My approach focuses on reducing taxes, achieving financial freedom, and building generational wealth. Recognizing that every individual has a unique financial situation, I handle both complex and simple financial matters to ensure personalized solutions.

I assist clients with a wide range of financial planning needs, including inheritance, trusts, traditional IRA, Roth IRA, 401(k), 529 education savings, debt restructuring, career changes/rollovers, and much more. My goal is to provide guidance that addresses each client’s specific financial journey.

I am proud to work with clients across 23 states and growing, offering support that extends beyond geographic boundaries. My office is conveniently located in downtown Skokie at the intersection of Oakton St and Lincoln Ave, right next to the Chase building.