We are dedicated to providing investment management and strategic wealth planning that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor. Our primary focus is to provide comprehensive opinions that are designed to work toward long term investment results.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest levels of integrity and respect while consistently collaborating using a team approach.
Personal finances are complex and small mistakes can turn into large dollar losses. We provide a review of your personal situation with a no-stress complimentary first meeting where you can ask questions and make sure you are on a good path.
We strive to be your trusted resource. Incorporating retirement planning, savings, pensions, student debt, mortgage and even your taxes we objectively look at your entire portfolio and prioritize your goals to help create the most efficient plan.
You deserve confidence in your financial future. We are happy to provide a second look at your current financial plan if you already work with an advisor.
We aspire to educate our clients to feel confident in the decisions they’re making to best navigate their finances.
I finished my degree while working for M&T Bank and took on an internship with an Insurance Carrier in 2010 where I worked as a captive Financial Professional until 2022. After significant changes, and concerns with fee’s I started Capital Consulting Group, an independent firm that can access most carriers to better meet your needs. Being able to become a broker on existing plans, while being able to explore other options without being locked into a single company like before. Outside of work, I am completing a second degree with Purdue University, am a volunteer Fire Fighter for Cicero Fire, and spend a lot of time supporting local nonprofits, and nonprofits for the schools I work in, like the Back Pack Program at Indian River CSD, where we raise thousands of dollars a year to help support the goal of keeping kids from going hungry outside of school.
Visit www.capitalconsultinggrp.org to start your journey.
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