Committed to our clients best financial life
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.
Alan Nastali, CPA/PFS, CFP®
Registered Representative | Investment Adviser Representative | President
(630) 960-1368
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,...
Laura Sharkey
Client Service Associate
(630) 960-1368
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...
