Financial Planning

     Vice President, Wealth Management 
     [email protected]
     1501 E. Woodfield Rd
     Schaumburg, IL 60173
     (847) 576-5191

Background

My approach is simple: Learn your challenges and goals, and provide you ideas to help you achieve those goals. With more than 20 years of experience working with credit unions, I build investment portfolios that work hard in different economies and will help you manage every bump along the way. I can help with:

Education

I received my bachelor’s degree from Northern Illinois University. 

Working with Members at

Check the background of this investment professional on FINRA's BrokerCheck. 

It's easy to get started. Please contact me for a complimentary consultation.

CRPC®
Financial Professional
(847) 672-1833
[email protected]
1075 Tri-State Parkway Ste 850
Gurnee, IL 60031

My Background

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

As a financial professional located at Consumers Credit Union, I have a strong history of working with credit union Members, 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 insurance agent.

My Education

BBA in Finance from Baruch College, City of New York

Career Highlights

Financial Services Industry 20+ years
Chartered Retirement Planning Counselor (CRPC)
FINRA registered
Life insurance licensed

Personal

I have been married for 15 years, and we have a teenage son together. My hobbies include biking, fitness and travel.

Working with Members at

Gurnee
Waukegan
North Waukegan

It's easy to get started. Please contact me for a complimentary consultation.

Financial Professional
(847) 672-1292
[email protected]
1075 Tri-State Parkway
Gurnee, IL 60031

My Background

My number one objective is helping you reach your financial goals. We will work together to plan your investment timeline goals, whether it is starting small or building upon an existing financial plan. I'll help you make sound financial decisions consistent with your comfort level. As your life changes, so do your financial needs and I will be there to periodically review your situation and make adjustments as needed.

I have a strong history of working with credit union Members. 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 FINRA/SIPC. I am also a licensed insurance agent.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My Education

BS – Finance, Illinois State University

Career Highlights

• Financial Services Industry 30+ years
• FINRA Registered
• Life, Health and Annuity Licensed

Personal

I have been married to my wife Lisa for 32 years. We have two adult sons. I also enjoy biking, gardening, reading and movies.

Working with Members at

Palatine
Schaumburg
Northbrook
Kildeer
Honeywell

It's easy to get started. Please contact me for a complimentary consultation.

Associate Financial Advisor
[email protected]
1075 Tri-State Parkway
Gurnee, IL 60031
847.782.4662

Background

My passion is assisting Consumers Credit Union members define and implement plans for their specific long-term financial goals. Wherever you may be in the financial planning process, I would appreciate the opportunity to help create a strategy that revolves around your goals. We will work together to develop a one-of-a-kind plan which can be reviewed and adapted through your different stages of life.

As a trusted partner of Consumers Credit Union, I have a strong history of working with credit union members. I have access to a wide variety of investment and insurance products.

I am a Registered Representative of CUNA Brokerage Services, Inc., member of FINRA/SIPC as well as a licensed insurance agent.

Career Highlights

For over 15 years, I have enjoyed working with CCU members. Since 2015, I have been working directly with Consumers Financial Group clients. I am FINRA registered, Life, Health and Annuity insurance licensed.

Personal

My husband, Brandon and I have been married for over 20 years. We love spending time with our two children, dogs and our large extended families. In my personal time, I enjoy attending concerts, watching movies and attempting to create new recipes.

Working with Members at

Mundelein
Round Lake Beach
Volo

It's easy to get started. Please contact me for a complimentary consultation.

Program Coordinator

My Background

I have spent over 25 years with credit unions. My favorite part about the job is building relationships with our clients.

Personal

When I’m not working with clients, I can be found on the beach with a good book in hand.

Coordinator
(847) 782-4616
[email protected]

My Background

I have been a part of the of the Consumers Financial Group for 2 years. I have been with the credit union 5 years.

My Education

I received my Associates Degree from College of Lake County.

Personal

I enjoy the outdoors and staying active and have three dogs that keep me energized. My passions outside of work are running, reading, crafting, and learning new carpentry techniques.