With increasingly complex financial markets and longer life expectancies, working with an investment professional is more important than ever. One of the most important decisions you can make is to seek the advice of a trusted, qualified advisor. For this important partnership, you need a trained professional who sees your total financial picture-someone who can help you define your life goals, establish the right financial plan, provide strategies focused on your needs, and help you stay on track.
Grace Street Financial Advisors have one goal: Helping people better understand and navigate the world of personal finance. The vision to build his firm based on trust and respect, we prove this objective everyday to all our clients we serve.
Jeff holds an MBA from the Quinlan School of Business - Loyola University Chicago with an emphasis in finance & international business. He holds Series 7, and 63 registrations through LPL Financial. He is a licensed insurance agent.
Jeff has extensive experience advising individuals, families, and corporations alike. His specialty is breaking down complex issues and developing a concise approach to address the concern.
Jeff has made Dimensional Fund Advisors funds and Eugene Fama's Efficient Market Hypothesis a core part of his investment practice. Jeff is one of the few advisors accepting new accounts under $100K for Dimensional Fund Advisors. Please see the Dimensional Fund website for more detailed information about their investment philosophy http://www.dfaus.com .
“Putting my clients ahead of everything else has been the foundation for my business,” said Jeff. “It has enabled me and my firm to enjoy many years of success in this community.”
Jeff and his spouse, Katie, reside in the North Center neighborhood of the City of Chicago, along with their daughter, Paisley and two sons Andrew and Jonah.
At LPL Financial, we understand the important role a financial advisor can play in managing your total financial life. That's why we provide our financial advisors with the tools they need to help you pursue your goals. When you choose an advisor supported by the vast resources of LPL Financial, you can be confident that your advisor will have access to independent research, state-of-the art technology, innovative investment tools, and the exceptional support that allow your advisor to devote his or her full attention to your needs and objectives.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would response to your questions promptly via our contact at firstname.lastname@example.org or (646)226-5880.