Our Qualifications

We have been working with individuals and businesses in the Chicagoland with pride since the late 1990's.

Judson Mann holds a Bachelor's Degree in Business Management from Benedictine University, an MBA from Colorado State University,  as well as his Series 6, 63, 65, and 7 Financial licenses.  Judson also holds his Illinois Life and Health, and Property and Casualty Insurance licenses since 1997.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.