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Adam Torres and Kristin Sweis discuss whether Kristin was transferred to Paradigm Money Management.
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Show notes:
Paradigm Money Management offers customers unique solutions. In this section, Adam Torres and Kristin Sweis, Director of Paradigm Money Management and Wealth Manager, reviewed Paradigm Money Management and his new role in the company.
About Kristin Sweis
As a wealth manager and director of Paradigm Money Management’s Chicago office, Kristin is responsible for developing and implementing its clients ’personalized financial plans, as well as building and maintaining relationships with other advisors who seek independence and have the ability to provide an unbiased approach to clients. to wealth management. Kristin is passionate about providing her clients with the highest quality service for their short-term and long-term financial needs, and she is proud of the positive feedback she receives from her clients and the close relationships she has built with them.
By taking a holistic approach to wealth management and drawing on her extensive experience in reliability and wealth planning, Kristin is able to assess all aspects of the client’s personal financial situation to provide a comprehensive strategy to cover the most complex scenarios and portfolios. Prior to joining Paradigm, Kristin spent several years in the companies of industry leaders in the metropolitan areas of New York and Chicago. Throughout her career, clients have praised Kristin for her honest and honest approach to investment management, and she continues to apply these attributes to Paradigm.
Kristin graduated with a degree in business management and international business from Elmhurst College in 2004. Born and raised in Chicagoland, Kristin worked on the east coast for several years before returning to Illinois. Kristin lives in Burr Ridge with her husband and three young daughters and, in her spare time, travels the world with her family to experience different cultures. When she’s not traveling, Kristin enjoys the wonderful dining options of Chicago’s live food scene.
About Money Management Paradigm
Independent consultants answer only YOU. Being independent means that there are no quotas, no sales targets, no business leaders to please. You are the only person who is interested in understanding and contributing to the paradigm, the customer. As an independent trustee, Paradigm Advisors promises to put the needs and desires of clients first. Not all advisors / agents have this mandate, but Paradigm has the standard of trust as the highest respect. It is important to know that independent RIAs have a responsibility to look for the most appropriate products and plans for the customer in the industry. That’s why we’re constantly looking at the products and services we recommend at Paradigm, and we’re only picking the best options for you. It takes more time to customize each plan, but we respect the independence and individuality of each of our clients. We take the time to listen to your concerns and goals, get to know you, and then recommend you more than one opportunity so that you have the freedom and flexibility to be a partner in the decision-making process.
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