My #1 priority is you. Think of me as your trusted guide. I partner with you to ensure your journey is as smooth as possible. Make no mistake, there are going to be obstacles that we'll face – market volatility (those fluctuations aren't fun), major life changes (marriage/divorce, children, job loss/change, etc.), a pandemic (who would've thought we'd see that in our lifetime). No matter what, I will be there: guiding you, coaching you, teaching you, brainstorming, pivoting and maneuvering through the obstacles, right by your side. Once we get you to your goal, that's not where our relationship ends. I will still be by you and your family's side.
There are so many things you need to focus on in your life. You, your health, your family, your family's health, the kids' soccer games, your career, your home, your car – I could go on and on. By partnering with you, I hope to help alleviate stress when it comes to planning for your financial goals.
Your financial wellness deserves a more personalized approach. Together, we'll implement strategies that are unique to you and your situation. And, together, we'll keep the lines of communication open, so that we're regularly touching base and ensuring you're on track.
A little about me:
I am originally from Brownsville, TX and speak fluent Spanish. I moved to Chicago to attend DePaul and studied finance. My wife, Jackie, and I, along with our miniature Schnauzer, Iggy, live in Chicago. We love road trips and camping. Jackie and I have a pretty sweet deal – she's a wine consultant and beer brewer, and I love to cook, grill and BBQ. Perfect pairing!
- Hispanic Family Finances
- LGBT Finances
- Portfolio Reviews
- Retirement Savings Strategies
- Socially Conscious Investing
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Wine Collecting/Enthusiast
Office Address1007 Church St Suite 300
Evanston, IL 60201
Phone NumberPatty Finley at (847) 328-7853
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