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
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