I like the fact that there is a clear logic, but no one-size-fits-all solution for wealth management. It’s a little bit like a puzzle that changes with every client’s goals and motivations, and I love working with people to find solutions to complex problems.
A technical skillset rooted in investment analysis and financial planning and a commitment to understanding and empathizing with people from all walks of life.
I really appreciate our firm’s wealth of asset management knowledge and experience. Additionally, the opportunity to work with my dad and brother is unique and pretty cool in my opinion.
Outside of most sports and really anything competitive, I love live music and play piano as often as possible. I also enjoy my role as a mentor in the Horizons for Youth program, a community committed to helping children in Chicago recognize and achieve their full potential.
Thinking Fast and Slow by Daniel Kahneman and Thinking in Bets by Annie Duke. Both discuss the psychology of human judgment and how to factor that into your decision making, which I find fascinating and widely applicable.
Based in Libertyville, Illinois, we create financial plans and strategies for retirement, estate, investment, tax, charitable, and insurance planning.
900 Technology Way, Suite 130
Libertyville, IL 60048
info@inspirionwealth.com