Our Team

Since 2006, Chris has been working side by side with his clients helping them navigate their financial affairs. As an experienced advisor and Certified Financial Planner™, Chris understands the challenges that families face today...

Sue has worked as a Licensed Financial Sales Associate for over 20 years. She began her career in the financial services industry in 1991 and she and Chris have worked together since 2006. Sue is originally from Elk Grove Village, IL...