Independence Capital Financial Partners
Registered Principal, Founder and Partner
Chicago Oakbrook Financial Group Jan 1993 - Feb 2012
Financial Planning and Wealth Management
Cambridge Investment Research, Inc. Jan 1993 - Feb 2012
Branch Manager
Beta Study Group Jan 1993 - Feb 2012
Member
Education:
Loyola University Chicago
University of St. Thomas
Skills:
Wealth Management Strategic Financial Planning Retirement Planning Securities Portfolio Management Estate Planning Investments Insurance Series 7 Series 24 Series 63 Investment Advisory Iras Retirement 401K Rollovers Financial Services Alternative Investments Financial Advisory Finance Mutual Funds 401K Fixed Annuities Asset Allocation Employee Benefits Asset Management Investment Strategies Life Insurance Small Business