Who We Are

Rita has been advising clients for well over a decade. She focuses on personalized financial services, including retirement planning, college planning, and family asset protection. 

Julian holds multiple securities registrations including the Series 7, 63, 65, and 24, plus licenses for Life and Health Insurance, as well as Long-Term Care Insurance.

Joanna received her Juris Doctorate from The John Marshall Law School in Chicago, Illinois in June, 1994 and was admitted to the Illinois Bar in November, 1994.