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Specialties
I began my career in 1993 as a runner on the floor of the Chicago Board of Trade, gaining invaluable insights into the fast-paced world of financial markets.
Over the years, I built on that foundation by working at Charles Schwab and two boutique investment management firms, honing my investment strategies and client relations expertise. In 2019, I began a new chapter by co-founding our company with my wife, Laura, a 30-year industry veteran. Together, we combine decades of experience and a shared passion for helping clients achieve their financial goals.
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Always free for clients.
ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
See disclosures and our ADV at www.devorefa.com