Professional Experience
Integrity Investment Management, Inc. - President & CCO
Hoffman Estates, IL / August 2017 - Present
Integrity Investment Management, Inc.
Hoffman Estates, IL / August 2008 - August 2017
UBS Financial Services Inc. – Vice President - Investments, Financial Advisor
Barrington, IL / May 2001 - August 2008
Morgan Stanley Dean Witter – Financial Advisor, Retirement Planning Specialist
Barrington, IL / September 1996 - May 2001
B.C. Ziegler and Company – Investment Broker
Arlington Heights, IL / September 1992 - September 1996
Accomplishments
30+ Years in the Financial Services Industry – No Violations
Completed Masters Level 300 Training for Managed Accounts, UBS 2002
Education
B.S., Business Administration with Honors, University of Illinois
Personal & Community
Three Children 33, 30, 27
Involved in Youth Sports
Golfer—Two Holes in One
Provider of Educational Investment Seminars to Corporations and General Public
Pursuing Your Goals Together
I am a Registered Investment Adviser with Midwest values; I believe in hard work, honesty and integrity. When meeting with clients, I always share my motto: “I may not always be right, but I will always try to do the right thing for you.” I am committed to delivering the best, professional and knowledgeable service to my clients, in order to help them with their goals and objectives. Drawing on my experience, I offer customized Wealth Management advice and personalized service. I contact my clients regularly to stay informed of their changing needs. By developing investment plans based on each client’s goals, I can offer Wealth Management strategies for today as well as the future. Over the last 30+ years, my business relationships have grown almost exclusively through referrals. Always performing to the best of my abilities, with honesty and integrity, allows my clients to be pleased to recommend my services without hesitation to their family, friends and associates.
- Retirement Planning
- 401(k) & Pension Rollovers
- IRA Rollovers
- Investment Portfolio Analysis
- Estate Planning
- College Planning