BJO Wealth Management LLC. is a Registered Investment Advisory Firm established in 2013. I started the firm because I didn't think my clients' needs were being met by the big financial firms. As a Registered Investment Advisor, I have a fiduciary responsibility to my clients. That means your needs always come first. We offer conflict free, transparent and unbiased advice. At BJO Wealth Management, we build a partnership with our clients. We work with you to create an investment plan that is designed to meet your objectives and time horizon, implement that plan, and monitor it ongoing. As things change in your life, we will update your plan so you stay on track. I have been working in the Financial Service Industry for over 25 years and have been through all types of markets. I have an undergraduate Degree in Finance and earned an MBA with Honors in Investment Management from DePaul University Kellstadt Graduate School of Business. I have a designation of AAMS® Accredited Asset Management Specialist from the College of Financial Planning.
