About My Practice
Thank you for expressing interest in Pinnacle Financial Group, a fee-based wealth advisory and investment management firm in Western Springs, Illinois. Each of our partners has over 25 years of industry experience and has been designated a Certified Financial Planner and/or Chartered Financial Analyst. Our experience is primarily analytical -- in research and investment management -- not sales. We take a multi-disciplinary approach to financial planning, offering comprehensive solutions in the following areas:
- Investments and Portfolio Management
- Retirement, Estate and Tax Planning
- Premarital and Divorce Planning
- Insurance and Risk Management
- College Planning
We invite you to schedule a complimentary consultation to learn more and see if we are a good fit for your needs.
Please visit our website at www.mypinnaclefinancial.com to learn more about our experience and approach.
Registrations, Licenses, Certifications & Affiliations
Life insurance: Illinois
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA)
- Other - Certified Divorce Financial Analyst (CDFA)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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