Member Since 2020
Entrepreneur organizations fascinate me. The people who start & scale these organizations have a unique skill of problem-solving & leadership. The complexity that entrepreneur organizations face is daunting. Every decision we make has an impact on our finances. Then longer-range tax, legal & estate impacts creep up to be significant problems if left unchecked. My business is to simplify all of that. My job is to build a strong relationship with Entrepreneurs & their families to help navigate the complexity, invite teamwork with their professional advisors and create a framework for decision making that builds significant wealth with less drama. My core values are: Relationships First. Clarity of Process. Always Being up for the Challenge. Lifelong Learning. Change when the Facts Change. I serve over 200 Entrepreneur Organizations and their families. My firm, ProsperiFi, a Registered Investment Adviser, also supports financial advisors with their day-to-day operations so they can focus on deepening client relationships and delivering best in class financial advice. If you want to experience share journeys, give me a call. I’m always game for hearing stories from the trenches.
A successful business sale takes careful planning and preparation, so make sure you're ready before you start negotiations.
If you're looking for business advice, there are a lot of different places you could go. There are countless books and seminars that promise you success with your business, but many of them are built on the achievements of their creators. No two entrepreneurs or businesses are precisely the same, and because of this, their advice may not apply or resonate with you.
Like a well-oiled machine, businesses can only function if all elements of the company are in sync and working toward shared goals. Getting each department, team and employee on the same page, however, requires a certain level of transparency. Yet, so many entrepreneurs miss this vital detail when it comes to managing their business.
Our purpose is to enhance the lives of others through implementing Intelligent Financial Insights™. We’re defined by helping you become your best. Prosperifi is built on principles of serving only our Client to the best of our ability. By collaborating with our clients trusted advisors and staying grounded in the objective advice we deliver, we strive to enhance the lives of our clients. By introducing excellence and craftsmanship, we have set the standard for others to follow. In a world where things are becoming more automated and diluted, we are committed to hard work, care, diligence and bringing personalized strategies to you. The knowledge and technology available today has opened an opportunity to create bridges for those who clearly see their future and need to make sense of their current resources. We design a journey to get to your ideal future by organizing and coordinating your existing resources. Objectively, independently and as a partner on your journey in pursuit of Prosperity. What does your bridge to the future look like? It’s time to get serious about your money and your life. Join Prosperifi to build that bridge with us and connect with your aims of the future. You can visit our office at: 5600 N. River Road 8th Floor Rosemont, Il 60018 Our business is fueled by LPL Financial. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. (http://www.finra.org) (http://www.sipc.org) LPL Financial is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: IL, WI, CO, CA, TX and FL.