James T. Borello

Borello12309_110545JimJim Borello has resided in the Chicago area all of his life. He earned his Bachelor of Arts degree in Chemistry from Lewis University and his Master’s degree from the University of Missouri. Prior to becoming a financial planner Jim taught Chemistry for 15 years. This experience provided him valuable training in relating to his client’s needs. Jim started his investment career doing taxes in 1975. The establishment of his Broker Dealer soon followed. He has been in the financial planning field for 30 years specializing in taxes and investments. Jim enjoys helping others attain their financial goals.

Jim is a longtime Cubs fan and enjoys traveling with his wife, Sandy.  He is delighted that his son, Dan has joined the firm. He is also happy to have his son Dan, daughter-in-law Ashley, and grandson Joshua in the Chicago area.