Why am I doing this blog?

I’ve been helping affluent clients make smart choices about their money and accomplish their most important goals for almost 20 years now. I have built a business up from scratch to an internationally recognized firm with affluent clients worldwide and guided it successfully through a multimillion-dollar sale and became a partner in the firm that acquired me.
So, I’m not only a director of a nationwide wealth management firm, I’ve been there. I’m an executive who left a company with a tidy sum and was faced with doing all the things necessary to create the greatest probability that will I accomplish my goals for the reasons that are important to me. As a partner at my firm, I looked at our Chicago office being directly across the street from Motorola’s headquarters and decided that, since there are many executives facing this issue, our firm would be come the world’s greatest problem-solver for Motorola executives and began to find ways to serve that community of people.

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