155 North Wacker Drive,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Vice President | Financial Advisor
Brian Gray personalizes a financial plan for each client by first securing a keen insight of their financial details and family dynamics. Through a comprehensive planning process, he helps clients have a clear path for the pursuit of...
Mark has dedicated his career to helping people personalize a financial plan designed to help them pursue their cherished goals and preserve their wealth for their important priorities in life, including a well-earned retirement.As a...
As a Chartered Retirement Planning CounselorSM, William has in-depth knowledge of the needs individuals face both before and after retirement. He engages in retirement planning for a variety of important issues, such as sources of...