As a Chartered Financial Consultant™, Graeme has completed a rigorous and comprehensive program, which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. He is also a Retirement Income Certified Professional™ and has in-depth knowledge of the needs individuals face both before and after retirement.
Graeme works closely with families, individuals, and small businesses to address their holistic financial planning needs. Honest and creative, he thinks outside the box to craft strategies tailored to his clients’ individual needs and objectives. Graeme loves seeing his clients reach their goals and believes that serving clients’ needs begins with building strong, lasting relationships based on mutual trust.
Before entering the financial services industry, Graeme was a financial derivatives broker in London. He lives with his wife J’Tia live in the Little Italy neighborhood of Chicago and have two children. Graeme is a former college soccer player, and he enjoys playing tennis, golf, and skiing with his family.