About Platinum Wealth Solutions
Our associates meet the highest professional and ethical standards and are dedicated to helping clients attain their financial objectives of capital accumulation and estate preservation. We are committed to a comprehensive financial analysis process that allows us to thoroughly understand a client’s goals and financial situation. We are committed to providing the same guidance to our clients as we would expect to receive.
As the Platinum Wealth Solutions Chicago Director, my role is to attract and develop dynamic financial advisors seeking to reach their highest career potential. In helping maintain a professional business atmosphere within our agency, my top focus is on high ethical standards while putting the needs of our clients first. Our firm strives to provide excellent service, while becoming a lifetime resource for each and every client. I believe a balanced personal life is the key for advisors in achieving their highest potential and allows them to live the way they desire.
- Bachelors of Business Administration in Finance, University of Iowa
Licenses & Registrations
- FINRA Series 24 License
- FINRA Series 66 License
- FINRA Series 7 License
- FINRA Series 6 License
- University of Iowa Alumni Association
- National Association of Insurance and Financial Advisors, Member (NAIFA)
- GAMA International, member