I have been with Bender Financial Solutions since 2019. I specialize in creating customized financial strategies for my clients that include estate strategies, executive compensation strategies, business continuation strategies, retirement strategies and exit strategies. Primarily, my clients are successful business owners, professionals and key executives. I received my Associate Degree from Harper College in 1980.
I am a Life Member of the Million Dollar Round Table (MDRT)*, a Qualifying Member of Court of the Table, member of the Lexington Who’s Who and of the Premier Resource Group. My membership in the Premier Resource Group includes serving on several board subcommittees. In addition, I belong to several national and local associations of Life and Health Underwriters, including the Society of Financial Service Professionals, and having served multiple terms on the GCG Financial, Inc. Advisory Board.
I enjoy being active in many charities and organizations. I am a past member of the Northwest Suburban JCC and the Board of Directors of the Kevin Walpert Memorial Children’s Foundation. Currently,. I have also worked with the Institutional Advancement Dept. of the Chicago College of Osteopathic Medicine, Midwestern University and am a past executive board member and Treasurer of FOEM, Foundation for Osteopathic Emergency Medicine.
Specialties include estate, executive compensation, business continuation, retirement and exit strategies.
*The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.