Northern Trust Company

Financial Consulting Group

50 South LaSalle Street

Chicago, Illinois 60675

312-444-4745

jdm5@ntrs.com

www.ntrs.com

  • Age: 25
  • Education: B.A. in family financial planning from Texas Tech, May 2000
  • Joined the firm: 2000
  • Number of employees at the firm: Financial Consulting Group has 12 members in Chicago. Northern Trust has 8,000 employees overall
  • Compensation method: Fee-based
  • Internship experience: Intern at CFP & S in Lubbock, Texas. Intern at Northern Trust, Chicago
  • Professional interests: Income tax planning, debt restructuring, business planning and evaluation
  • Professional designations: Planning to take the CFP exam in March 2003
  • Outside interests: Politics, blues, playing football, coaching basketball and football