Focus: Insurance Strategies, Investment Strategies, Special Care, Retirement Income Planning, Business Owners, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning
Stephanie’s focus is on providing financial advice to professionals, business owners and their multi-generational families. She also advises families who have dependents with special needs. She special-izes in wealth accumulation and protection strategies, implementing comprehensive goal-oriented services customized for her clients. Dedicated to providing excellent, consistent service, Stephanie puts her experience and expertise to work for you.
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10 S LaSalle Street Suite 2400
Chicago, IL 60603