Financial Services/ConsultingFinancing
With 31 years of wealth and investment advisory experience and over 24 years at Mesirow Wealth Advisors, my colleagues and I help individuals, families, business owners, and leaders at not-for-profits make the financial decisions that support their most important life or organization decisions. We often do this in partnership with our client’s other external advisors so that together, we reach the best holistic decisions. Then, as fiduciaries, we help clients execute their decisions across the four dimensions of wealth management: Accumulation, Growth, Protection and Distribution. Helping clients create and use their financial resources to achieve what they care about most in life is very meaningful work to us.
