Team
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...