History
More than 25 years of experience....financial coach, consultants, helping you to worry less about your finances. Here's a bit of our history... The thought of starting our own financial advisory firm first came to us during the 2008 financial crisis. It was surprising and concerning to us as we learned so many had so little idea about their own finances. Our entrepreneurial spirits and passion for serving our clients in the best way possible, led us to write our first plan for a business. However, we shelved this original plan. My (Lisa's) business grew significantly by referral after the crisis. These additional successes at Merrill Lynch for me (Lisa), and significant success at Guggenheim Partners for Mark, kept us in place for several more years. In 2016, we dusted off our business plan and created Lenity Financial, Inc.
Specialties
Financial Advising in Geneva IL