Planning for Future Education Expenses: Understanding 529 Plans
May 4, 2023
In a climate of economic uncertainty, one thing’s for sure — higher education comes with a hefty price tag. According to Sallie Mae’s latest “How
Born and raised in the same neighborhoods you’re raising your families in today, the team at 83rd Street is dedicated to making sure your money stays where it belongs; in the community.
While serving in the Illinois Army National Guard, Matt started his financial career at the Chicago Board Options Exchange in 2000, then spent 11 years at JP Morgan Chase and Wells Fargo Advisors.
After 14 years of viewing how the industry did business, Matt was determined to do things differently. He created his vision of what a wealth management firm should be and 83rd Street Wealth Management was born. 83rd Street will never sell annuities or mutual funds. Matt wanted to reduce as many conflicts of interest as possible and serve clients ethically and professionally in an effort to change their lives for the better.
Matt’s commitment to caring deeply for clients and providing well-researched advice has led to the expansion of 83rd Street Wealth Management. Although no longer serving in the military, Matts perspective of service above self translates into his work, personal life, and philanthropic efforts.
I can't expect a new client to trust me from the start. That's something I have to earn, but I can drop character clues by living a selfless and honest life. Because of my faith, military service, and volunteer experiences, I've picked up some pretty good life lessons and try to exemplify them daily.
Bob attended Bradley University and graduated with a BS in Marketing. He began his career in financial services in 1999 and has held several roles across the financial services spectrum. He was a Banker at Bank One/Chase Bank, National Sales Manager at BankServ, and Vice President-Relationship Manager for JPMorgan Business Banking. Today he is a Financial Adviser and Chief Operating Officer at 83rd Street Wealth Management.
Bob lives in Vernon Hills with his wife and their two boys. When not on the job, he enjoys being a grill master at a neighborhood barbecue, traveling, fishing, and cheering for Chicago sports teams.
My number one priority is always you, the client, whether it's helping you reach your personal and financial goals, or securing the future for your loved ones.
A seasoned tax and accounting professional, Danny has over 10 years of experience in the industry. An Illinoisan at heart, he graduated from the University of Illinois Urbana-Champaign with his B.S. in Accounting and M.S. in Accounting with a Tax Focus. He now resides in Chicagoland.
Danny’s extensive experience was established at Ernst & Young, where he began his career and learned the importance of providing exceptional client service. He enjoys working with a wide variety of clients to assist them with their individual tax and accounting matters.
In a climate of economic uncertainty, one thing’s for sure — higher education comes with a hefty price tag. According to Sallie Mae’s latest “How
As you move into retirement, it’s common to think about managing your finances in a new way, including reviewing your various insurance policies, including life
When it comes to planning your financial future, there are many important decisions to make. Whether you’re looking to save for retirement, invest in the
Questions? Concerns? If you’re ready to plan, we’re ready to get you started. Reach out today and we’ll be in touch.
