About Honey Lake Advisors

At Honey Lake Advisors, we combine a Biblical worldview with industry best practices:

  • Fee-only financial planning: Understandable fee structure that is spelled out clearly at the beginning of every engagement. More important, no sales commissions!
  • Fiduciary: We are bound to put your best interests ahead of ours at all times. Novel concept, I know, but a lot of financial advisors out there do not have a fiduciary duty to you, the client.
  • Independently-owned: We aren’t owned by a larger financial group, which means we don’t have expensive proprietary investment products to push on you.

Planning with a Kingdom-first Approach

The “Official” Bio:

I am a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) serving the financial planning and investment needs of clients through the firm that I launched in 2017, Honey Lake Advisors, LLC. Prior to launching HLA, I worked as a senior equity research analyst at a $20 billion asset management firm in downtown Chicago, where we served the investment needs of pension funds, endowments, and other large institutional investors.

With Honey Lake Advisors, I’m creating a different kind of financial company. One that comprehensively addresses a client’s financial planning needs and does so in a way that is (gasp!) ethical. The time to take the industry in a new direction is now – ridding itself of conflicts of interest and putting YOUR interests front-and-center at all times. Let’s join together to get your planning needs addressed and to move this industry in a new direction.

Outside the Office:

My wife Glenda and I have four children ranging from age 23 to 11. Our oldest daughter recently married and our son is off to college for the 2018-2019 school year. Raising a family and giving each kid the attention they deserve isn’t easy but we are grateful to God to have kids that love Jesus and have servant hearts.

In our spare time, we enjoy serving in our local church and hosting friends and family at our home. Glenda is from Guatemala, so we take the opportunity each year to go down to visit friends and family and explore different parts of the country, which is beautiful with all the volcanoes and nature it has.

My passion outside of work is trying to become a decent cook, particularly smoking barbeque. I’m hoping to take my BBQ skills to the next level by competing in local competitions after taking 4th place in Beef Brisket in my first comp in 2015!

CONTACT INFORMATION

Phone: 224-633-9290
[email protected]
21660 West Field Parkway, Suite 118 in Deer Park, IL
(Office Hours by Appointment Only)

Serving clients in local communities, such as Arlington Heights, Barrington, Buffalo Grove, Lake Zurich, Libertyville, and the Greater Chicagoland Area. We also provide virtual services to clients nationwide.

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