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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Alex Papadopoulos


(847) 563-7178

Alex provides individuals, families, and businesses with guidance and education in all areas of wealth management including retirement planning, portfolio construction, risk management and wealth transfer needs. Alex's investment...

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Karla Hernandez

Client Service Manager

(847) 563-7177

As Client Relationship Manager, Karla Hernandez, prides herself in providing excellent client service, in depth knowledge of her client’s financial needs. Karla has worked with successful Financial Management teams since 2011...

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