The Unique Approach of a Family-Run Firm

The firm in focus began as a mother-daughter team and has evolved through a series of acquisitions to now serve a diverse clientele, notably working and retired teachers in Illinois. This dynamic relationship has fostered a supportive environment that benefits not only the advisors but also the clients. The incorporation of personal experiences allows for a deeper understanding of clients' needs, as both advisors can share their unique insights—one from a historical perspective and the other from a contemporary viewpoint. Meetings with clients are held together, creating a harmonious balance in addressing different generational topics, ultimately resulting in strong relationships and trust within families.