Plan for a better future today.
Whether you're just looking to get started, make your money last or just want a second opinion, Consumers Financial Advisors can help. Let us learn more about you to help you in reaching your goals.
- 401(k)/Pension Rollovers
- Traditional IRAs
- Roth IRAs
- Simple IRAs
- SEP IRAs
- Fixed Annuities
- Index Annuities
- Variable Annuities
- Disability Insurance
- Mutual Funds
- Long-Term Care Insurance
- Life Insurance
- Education/College Planning
Current clients, please login to view your investment accounts.
Meet the Team
22 W. Schaumburg Rd
Schaumburg, IL 60173
Helping you reach your financial goals is my number one objective. Applying over 13 years of experience within banking, lending and investment management, I'm able to work collaboratively with individuals, families and small business owners to achieve their financial goals. Markets, goals and life circumstances change but we will constantly adjust and recalibrate as those needs change.
As a trusted partner of Consumers Credit Union, I have a strong history of working with clients, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child's or grandchild's education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
I am a Registered Representative of CUNA Brokerage Services, Inc., member of FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company. If you're looking for a passionate, committed, client-centric advisor, or simply looking for a second opinion on your portfolio, let's connect.
BS in Business Management Loyola University Chicago
Fluent in Polish and Serbian