Life will always throw you curves, just keep fouling them off... the right pitch will come,
but when it does, be prepared to run the bases - Rick Maksian
When visiting our Chicago office, our clients are greeted warmly by our canine receptionist, Misia.
Estera is currently attending Dominican University, where she is studying to get her CPA. She is also playing softball at Dominican University, where she pitches and plays outfield. Estera has been working with Jay for three years.
Kim has worked in the financial services industry since 2000, and specializes in the processes and organization of account information and requirements. You may hear from Kim if she needs additional information from you such as driver’s license numbers, address updates, or other information to complete account servicing requests. Kim works out of our supervisory branch office, Full Circle Financial, headquartered in Rochester, Minnesota. She and her husband enjoy spending time with their two young children Noah and Nya.
Szablis and Jay have worked together in the financial services industry since 2003 when they both worked at TCF Investments. She leads the office based out of Rochester, Minnesota of which Jay is a member. Her role is to lead and coordinate the group of over 25 financial professionals and support staff with the resources and compliance oversight to ensure client service and suitability standards are of the highest levels. As a practicing Personal Financial Advisor as well, she, and the other advisors are available to consult with Jay providing a wealth of planning expertise, and perspectives to be applied to recommendations for his clients.