Our Qualifications
Stephen Denari has been working with individuals, families and businesses for 17 years. Stephen's areas of concentration include; investment management, pre- and post-retirement income planning, estate and legacy planning and estate conversion.
As a registered representative (series 7, 63) and a licensed insurance agent, Stephen is qualified to handle individual stocks and bonds, mutual funds, closed end funds, unit investment trusts and most fixed insurance and annuity products.
Stephen enjoys leading his clients through the many financial events throughout their lives. His open and forthright approach helps his clients get a true feeling being able to discuss anything, including many of the emotions that come along with making bigger financial decisions. It also allows Stephen's clients to feel comfortable by having a complete understanding of the decisions they are making. This holistic approach has been the backbone of Stephen's methodology since 2006.
In his off time, Stephen very much enjoys being with his family, playing tennis, cooking and live music. He resides in Mount Prospect with his wife Catalina and his young daughter Lola.
Joseph Gawlik has been working with individuals and businesses in the Chicagoland area since 1987. Prior to that he spent three years at Pioneer Bank while at the same time earning his B.A. Degree at Northeastern Illinois University in Finance.
As a registered representative (Series 6,7,63) Joseph is qualified to handle: individual stocks and bonds, mutual funds, closed end funds, UIT's, variable annuities, as well as most fixed insurance products to help his clients achieve their financial goals.
In 1999, Joseph earned the designation of Chartered Retirement Planning Counselor (CRPC). A CRPC designee can better assist their clients in evaluating their financial status and design the optimal retirement plan for their client's lifestyle. A CRPC is knowledgeable in the areas; of employer sponsored plans, planning for health care, asset management, beneficiary designations, income tax considerations, estate planning and more. A CRPC designee can even help you determine the best time to retire or assist you in expanding on the plans that you've already made.