Investment Adviser Representatives

Phone: (312)320-5121

Email:lcruz@strategizwmg.net

I grew up on the southside of Chicago. My parents provided for us as best they could, but we were not wealthy by any standards. Education was assigned the highest priority by my parents. I believe that is the key to financial success. Not only am I 1000% committed to helping people achieve their financial goals, but I am also dedicated to passing along financial principles that can unburden their lives. I want people to succeed and I am committed to that end.

Phone: (847) 502-0205

Email: jsuarez@strategizewmg.net

My goal is to help people achieve financial independence by providing financial plans and investment strategies uniquely suitable to their situation with a commitment to providing ongoing support and excellent customer service.

Phone: (708) 856-4103

Email: james.ditzler@hdvest.net

The goal is to provide suitable options to unique clients, through professionally developed, well managed financial strategies.

Phone: (708) 705-2835

Email: jtibbs@strategizewmg.net

My goal is to develop long-term financial advisory relationships by providing tax-smart financial plans that build generational wealth, while providing the highest quality customer service.

Phone: (847) 309-1514

Email: czegan@strategizewmg.net

I like to refer to myself as a holistic financial advisor helping my clients keep more of their money instead of the IRS by using customized strategies. Growing up no one looked out for the best interest of my parents, so I never want any of my clients to experience that especially in the financial arena.