Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Community participation

Alliant Financial Strategies Group - Community participation photo

We are passionate about community and helping neighbors in need. Our team and friends volunteer at the Northern Illinois Food Bank, part of Feeding America. On November 8, 2024, we proudly packed 881 Thanksgiving meal boxes and 587 bags of onions for a total of 8 TONS of food! Many hands helped to do good so all could have a Happy Thanksgiving.