Who We Are

We're different and we know it.

Our Story

We aren’t franchised salesmen looking to promote an everyday, ho-hum, money-building plan. We’re a team of expert financial advisors who comprehensively understand the fundamentals of asset management and wealth building strategy– because we have done it all. We competitively traded in the pits of the Chicago Board of Trade for decades; we have utilized our investment expertise in stocks, bonds, mutual funds, ETFs, currencies and commodities to build growing portfolios; and we have taught high-level courses to financial experts across the globe on the most complex of trading products – including options. Today, we are doing what we love best. In our approachable ‘Southside of Chicago’ way – one any Midwesterner can appreciate – we’re sharing our extensive knowledge base with you – individuals, families, entrepreneurs and business executives who understand the necessity of smartly building wealth and doing it now.

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