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Adam, Brett and Michael Participated in Pro Bono Financial Planning at Harold Washington Library

Adam, Brett and Michael participated in Money Smart Week on April 24, 2017 by providing pro bono financial education at Harold Washington Library. Pictured below are Adam, Brett, and Michael with Knut Rostad, Co-Founder and President of Institute for the Fiduciary Standard. Knut presented an overview of how investors can “go it alone” and manage…Continue Reading

Kirsten Simon Officially a CFP® Certificant

This month, Kirsten officially became a CFP® certificant after first passing the CFP® exam in July of 2016 and then completing her two-year experience requirement in January of 2017. She is now permitted to use the CFP® marks at the end of her name. The process of becoming a CERTIFIED FINANCIAL PLANNER™ begins with an…Continue Reading