Investment Adviser Representatives
Ronald Ramos EA
Phone: 815-464-6673
Email:rramos@strategizwmg.net
Hi, I'm Ron. I would like to help you achieve your financial goals. Reach out to me today to start a conversation.
Linda Cruz
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.
Jennifer Tibbs
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.
Carl Zegan
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.