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.
As a fiduciary financial planning practice, our clients’ interests come first. Our goal is to tailor your financial plan based on your long term objectives, and to build a lasting relationship to help you and your family make better financial decisions.
Certified Financial Planner™ Practitioner
President of Highland Park Wealth and Investment Advisory Representative
Client Service Associate
Marketing & Design Associate
Chief Financial Officer
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.