You work hard for your money, but is your money working hard for you? It’s this simple question that motivated me to pursue a career in the financial industry. I believe everyone should understand their finances so they can make the best decisions for their money, and I wanted to play a role in helping others do just that.
My Career Journey
Knowing where I wanted to go, I earned a bachelor’s degree in financial management from Indiana University Bloomington and started working in the industry right away. During 15 years in various roles with multiple companies, I saw too many people losing money through buried fees and unnecessary taxes and risk. I developed a strong passion for providing transparent financial services and approaching investing differently. I wanted to make a difference by helping people avoid high-cost mutual funds and the trap of Wall Street that was squandering money that belonged in their wallet.
In 2002, together with my business partner, Gary Wozny, I founded LCM Capital Management, a firm built on the mission of helping our clients get the most out of every investment. As co-owner, President, and CCO, I use my 32+years of industry experience to serve my retiree, physician, family and business owner clients, assisting them as they prepare for a comfortable and secure retirement.
Hurdles and Triumphs
What we do is unique. Most people don’t realize how much they are paying in fees or how much risk they are taking with their investments. And they often don’t know that there’s a better way. Sometimes it can be difficult to help people understand why their financial future is at risk and why they need to take action. That being said, the most fulfilling part of my work is when the light goes on and a prospective client realizes what is possible for their money. I love empowering people to take control of their finances and guiding them toward their ideal retirement. I believe strongly in what we do, and I work hard every day to make sure more people have the opportunity to invest their money to achieve the best results.
Where’s Your Money Going?
Do you know how much you are paying in fees and taxes? Is your money invested according to your risk preference? This is what we specialize in at LCM Capital Management, and we’d love to show you the difference our approach and strategies can make in your financial situation. Reach out to us for your free portfolio review by emailing firstname.lastname@example.org or calling (312) 705-3013. We can’t wait to hear from you!