Our Qualifications

I have been working with individuals and businesses in the Chicagoland area for several years.

Each of my affiliates has extensive personal and professional experience.

I am a qualified Investment Advisor Representatives (IAR) with Level Four Advisory Services and I hold the Series 7 securities registration through LPL Financial and the Series 66 securities registration through LPL Financial and Level Four Advisory Services.  I am also licensed  to provide life, diability, and long-term care insurance. These qualification allow me to provide comprehensive financial advice, investment, and insurance products to my client.

I am dedicated to developing lasting relationships with each and every client. I believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with Core Wealth Planning is the ability to provide clear, easily understood explanations of financial products and services. The personalized program that are provided is a roadmap to working toward a more secure financial future.

I am looking forward to using my knowledge and experience to help you pursue your financial goals!