PERSONAL STATEMENT

“I value the opportunity to learn from the knowledge and experience of our team and enjoy sharing my passion for the industry with clients and colleagues.  I can speak with confidence about my position and take pride knowing that I am able to help clients.”

SUMMARY OF EXPERIENCE

Johnathan (Jay) is a financial planning associate at Vantage Financial Partners Limited working towards becoming a relationship manager.  His associate responsibilities reflect the firms commitment to providing high-quality client service in a timely manner.  He is responsible for collecting and entering client data, preparing documents for client meetings, and setting appointments between clients and his colleagues.  Jay’s position allows him to work closely with the relationship managers in order to gain understanding of the analytical process involved in the creation of a financial plan.

Before joining Vantage in 2010, Jay completed internships in both financial planning and real estate.  He also worked part-time for a leading North America Insurance Company and DePaul University’s Coleman Entrepreneurship Center while in school full-time.  He has an interest in cultivating long-term, personal relationships and recognizes the parallels between Vantage’s corporate values of integrity and excellence and his own belief system.

EDUCATION

Jay received his Bachelor of Science in Finance (cum laude) with a Sales Leadership Minor from DePaul University.  He has begun study toward his Certified Financial Planner (CFP®) designation.

To contact Jay Kulikowski, please call (847)590-5555, Extension 109, or or click here to send him an email.