Experience

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  Tcf investments

  Oct 1996 - Oct 2008

  Senior vice president

  Directed investment related sales efforts and profitability for a mid-size bank in the midwest. Responsible for oversseeing investment sales growth, compliance oversight, and bottom line growth continuity. There were upwards of 200 reps within my geography consisting of Illinois, Michigan, and Wisconsin.

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  Investment solution services

  Oct 2008 - now

  President / ceo

  An investment-advisory discipline that incorporates financial planning, investment portfolio management, and deployment of financial related strategies.Our mission is to get to know and understand your needs, wants, and long term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Show less