It's so hard to put your name behind anything it seems. I am a snob about putting my name on anything because I expect the best of the best when it comes to things attached and associated to my name. Given that, I want to share with you a local treasure....
OnPath Financial based out of Saint Charles.....
I can find a great professional every now and then, but to find a great team of professionals....it's rare.
Great hearts with these guys who seem to get the big picture. The big picture is that your money and your future is not transactional...it's relational. Whenever I can find anyone in medical or financial services who are experts and get that relationships are to be relational and not transactional...I'll put my name to them.
I've referred my own family to these guys and God knows that I don't want my family to not get screwed...further, I want them to have the best service possible.
Dan Tresemer and Kyle Witt have seemed to have built a great team of folks who understand that for someone like you and I to plan to live, retire and leave a legacy, they have to not only know what they're doing, but they have to be invested in the best interests of their clients. They have my confidence and my support. It's no wonder that they win the best of the best award year in and year out.
Call Dan or Kyle at 630-584-8100. Feel free to mention my name!
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