One Tower Lane
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We are committed to our community.
Registered Representative | Investment Adviser Representative | President
My Areas of Focus Investments Mutual Funds, Stocks and Bonds, Fee-Based Asset Management Services Retirement Planning IRAs, 401(k) Plans, Pension/Profit Sharing Plans Insurance Fixed and Variable Life Insurance, Disability Insurance,...
Sr. Customer Service Associate
(630) 960-1368 ext 2
Laura Sharkey has been on the team since 2012, she started as a client of Alan’s and the rest is history. With experience in restaurant and healthcare management, she brings strong customer service and attention to detail to the...
Customer Service Associate
(630) 960-1368 ext 6
Trish came to Nastali Financial services in late 2019. She has a background of more than 10 years in customer service, including experience in property, casualty and life insurance. She enjoys connecting with clients and helping them...
Clients - we know your time is valuable, that is why we want to help you get the answers you need as quickly as possible. If you are already working with a team member, please reach out to them directly.