Experience

ProsperiFi

• United States
• Financial Services
• 1 - 100 Employee

• President | Financial Bodyguard

  • Apr 2016 - Present

  Rosemont, IL Our purpose is to enhance the lives of others through implementing Intelligent Financial Insights™. We believe that helping you become your best stacks the odds of successful outcomes in your favor. ProsperiFi is built on principles of serving only our Client to the best of our ability. By collaborating with our clients advisors and staying grounded in the independent advice we deliver, we strive to enhance the lives of our clients. By introducing excellence and craftsmanship, we have… Show more Our purpose is to enhance the lives of others through implementing Intelligent Financial Insights™. We believe that helping you become your best stacks the odds of successful outcomes in your favor. ProsperiFi is built on principles of serving only our Client to the best of our ability. By collaborating with our clients advisors and staying grounded in the independent advice we deliver, we strive to enhance the lives of our clients. By introducing excellence and craftsmanship, we have set the standard for others to follow. In a world where things are becoming more automated and diluted, we are committed to hard work, care, diligence and bringing personalized strategies to you. The knowledge and technology available today has opened an opportunity to create bridges for those who clearly see their future and need to make sense of their current resources. We design a journey to get to your ideal future by organizing and coordinating your existing resources. Independently and as a partner on your journey in pursuit of Prosperity. What does your bridge to the future look like? It’s time to get serious about your money and your life. Join Prosperifi to build that bridge with us and connect with your aims of the future. You can visit our office at: 10600 W. Higgins, Ste 605 Rosemont, Il 60018 Advisory Services offered through ProsperiFi LLC, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of ProsperiFi LLC and have not been reviewed by ProsperiFi LLC as to accuracy or completeness. The financial professionals associated with ProsperiFi LLC may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less



YEC

• United States
• Civic and Social Organizations
• 1 - 100 Employee

• Member

  • Jun 2017 - Present

  Greater Chicago Area I was getting hounded to join this invite-only group of Young Entrepreneurs. They obviously think I'm ridiculously good looking. Luckily, I made many great connections and I continue to learn from their shared brilliance.



LPL Financial

• United States
• Financial Services
• 700 & Above Employee

• LPL Registered Principal

  • Apr 2016 - Oct 2023

  Chicago, Illinois, United States



Forbes

• United States
• Book and Periodical Publishing
• 700 & Above Employee

• Contributing Writer

  • Aug 2017 - Dec 2019

  Greater Chicago Area I write really good stuff, some of it so good that the editors at the council publish it.



Job Creators Network

• United States
• Non-profit Organizations
• 1 - 100 Employee

• State Chapter Leader - Illinois

  • Jan 2017 - Dec 2019

  Chicago, IL A national business advocacy organization representing actual job creators actively engaged in national economic policy discussions to positively impact the livelihood of the employer and their employees. Job Creators Network is the leading voice of American free enterprise actively engaged in supporting the betterment of America.



TrueMentors.com

• Education Administration Programs
• 1 - 100 Employee

• Founding Mentor

  • Jun 2016 - Dec 2019

  Schaumburg, Il True Mentors is a Social Impact Mentorship Network, that gives ambitious and goal driven individuals opportunities to bridge their skills gap and enhance their passions. This simple platform gives leaders of the next generation, a way to connect with successful leaders in business, sports, and philanthropic organizations that they will normally not have access to. A TRUE network where successful leaders obtain value while mentoring those who are driven to learn and grow.



Market Wealth Management

• Managing Partner & Registered Principal

  • Feb 2014 - Apr 2016

  Chicago, Il - Implemented advance tax and pension programs which may allow business owners and key executives the ability to tax defer up to $1.2 million annually while creating a healthcare savings account that may be withdrawn tax free with qualifying expenses. - Created the Business Owner & Key Executive Solution, a comprehensive program helping business owners unlock their equity and transition it to future ownership. - Collaboration with Insurance, Tax, Actuary, Investment & Legal professionals… Show more - Implemented advance tax and pension programs which may allow business owners and key executives the ability to tax defer up to $1.2 million annually while creating a healthcare savings account that may be withdrawn tax free with qualifying expenses. - Created the Business Owner & Key Executive Solution, a comprehensive program helping business owners unlock their equity and transition it to future ownership. - Collaboration with Insurance, Tax, Actuary, Investment & Legal professionals to help clients organize, consolidate and integrate their finances while reducing the fees and taxes they pay. - Investment due diligence and portfolio design to help clients accomplish their stated goals. Show less



Commonwealth Financial Network

• Financial Advisor

  • Oct 2008 - Feb 2014

  Oak Brook, Il - Focused on new client development for those who controlled their income (entrepreneurs, executives) and continued to develop the retirement and succession solution for small-mid size businesses. - Created a proprietary retirement plan program that integrated plan design, fiduciary processes, and education while growing retirement plan assets. - Developed several phases of client acquisition, processes and activities that ultimately led to positive client outcomes surrounding their… Show more - Focused on new client development for those who controlled their income (entrepreneurs, executives) and continued to develop the retirement and succession solution for small-mid size businesses. - Created a proprietary retirement plan program that integrated plan design, fiduciary processes, and education while growing retirement plan assets. - Developed several phases of client acquisition, processes and activities that ultimately led to positive client outcomes surrounding their financial concerns and strategies. Show less



New England Financial

• United States
• Financial Services
• 200 - 300 Employee

• Financial Services Representative

  • Jan 2008 - Aug 2008

  - Kick-started the development of a retirement and succession plan platform with a team of advisors focused on family owned and closely held businesses. - Supported new management team in training and business development for the organization.



Privately Held Mortgage Company

• Mortgage Consultant

  • 2003 - 2007

  - Developed sales territory on the Northwest Side of Chicago; targeting real estate professionals, building owners and investors. - Developed a focus on multifamily residential investment properties and worked with the existing sales team as a specialist to guide in the transaction cycle.