Investment Adviser Representatives
Investment Adviser Representatives
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.
Javier Suarez
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.
James Ditzler
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.
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.