(773) 561-6035

cdesimone@stratoswp.com

I enjoy helping others learn, grow, and achieve their goals—whether that’s on the tennis or basketball court, through investment guidance, or by custom-designing and implementing personalized savings strategies. For me, this work is both meaningful and enjoyable, and I’m often described as passionate about what I do.

I earned my Bachelor of Business Administration degree in Finance and Real Estate from The University of Texas at Arlington. During my studies, I lived with a host family in Antigua, Guatemala, where I studied Spanish and gained valuable cultural experience.

I hold Life, Accident, and Health Insurance licenses, FINRA Series 7 (held with LPL Financial) and Series 66 registrations, and an Illinois Real Estate Managing Broker license.

Giving back to the community is important to me. I have been fortunate to volunteer through local schools and my church, as well as coaching youth sports including basketball, soccer, and tennis.

I look forward to building lasting relationships and helping you plan for your financial future.