Vimal has passed a Securities Series 6 and holds an IL issued Life & Health Insurance License. He has also graduated from Northern Illinois University’s Graduate Program for Masters of Science in Taxation while also holding the coveted Enrolled Agent certification from the Internal Revenue Service. His unique knowledge of accounting and business tax rules complement his focus on understanding clients’ risk management and business planning needs. Within the realm of financial services, his knowledge of life insurance and annuity contracts is unparalleled, specifically as they relate to the 8 wealth management goals.
