Broker Check

Investment Adviser Representatives

Linda Cruz

Phone: 312-320-5121

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


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


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

Jennifer Tibbs

Phone: 708-705-2835


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


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.