Focus Areas

  • Wealth Strategies
  • Divorce Finances
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Business Retirement Plans

Personal Interests

  • Community Outreach
  • Spending Time with Family
  • Traveling
  • Tennis
  • Golfing

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 08:00AM - 04:00PM
Tuesday 08:00AM - 04:00PM
Wednesday 08:00AM - 04:00PM
Thursday 08:00AM - 04:00PM
Friday 08:00AM - 04:00PM
Saturday By Appointment Only
Sunday Closed

Additional Hours

  • Evenings
  • Web Conferencing

Fax

(888) 831-4119

Branch Team

  • Carleen Haake
    Sr. Branch Office Administrator

Office Address

225 E Deerpath Road Ste 266
Lake Forest, IL 60045
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