You might want to know what we do and how we do it.
Let’s face it: You could practically fill the United Center with wealth managers.
So why do we think you should choose us?
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You’ll be taken seriously. Your money and your life go hand-in-hand — and we understand our responsibility in taking the utmost care of both. |
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You’re the boss. We’ll bend over backwards to deliver the timely service you deserve. It may not be good for our posture, but we believe it’s good for you. |
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You’ll have fun. At least we hope you will, because we like what we do. This genuine enjoyment can be contagious. |
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You’ll learn. Experience (and many of our clients) teaches us that taking an “education-first” approach builds something truly invaluable: your trust. |
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You’ll have a knowledgeable team on call. Our wealth managers have at least 40 years of experience, so we believe we can create a plan accounting for just about anything the market throws your way. |
Meet Your Team
Michael G. McCarthy, CFP® |
| Managing Director – Investments |
Jennifer Shulman |
| Sr. Registered Client Associate |
Together, You’ll Work With a Group That
Has 100+ Years Experience
Includes a DePaul University Faculty Member
Holds the Certified Financial Planner® Designation
