Team

Assured Concepts Group, Ltd.’s mission is to serve and assist families in identifying their financial vision and creating plans to maximize opportunities in reaching their personal and family financial objectives. With over 60 years of combined experience as financial advisors, Assured Concepts Group now has a client base located throughout the nation.

Through the years, Assured Concepts Group has grown from a one man operation to a financial advisory boutique. Larry Strzelecki joined David Schlossberg to help grow the practice and lend his corporate and MBA experience to the firm. He was followed by Jerry Howell, who brings his entrepreneurial outlook, strong social skills, and hard-work to the Assured Concepts Group team. Tim Perez is an essential element here to help manage the behind the scenes activities of the other three.

Assured Concepts Group can help provide answers to your financial questions and concerns. Our goal is to serve your best interests with knowledgeable help and a wide array of financial and insurance products and services. We like to think that all of our work goes into our four major pillars of financial strategy: Planning, Growing, Keeping, and Leaving. We will then create a personalized financial plan based on your needs and goals for your future.

David Schlossberg, RFC®, AIF®, NSSA™

Senior Partner

847-426-1077 ext. 100

david@assuredgroup.com

David is a REGISTERED FINANCIAL CONSULTANT™ professional (RFC™), Certified Estate Planner, Certified 401(k) Professional™ (C[k]P™), a member of the Society of Senior Advisors, and a registered Charitable...

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Lawrence P. Strzelecki MBA, CFP®, AIF®

Partner

847-426-1077 ext. 115

larry@assuredgroup.com

Larry is a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary™. He completed the Certified Financial Planner Certification Education Program at Northwestern University, the Accredited Investment...

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Gerald Howell

Partner

847-426-1077 ext. 111

jerry@assuredgroup.com

Jerry graduated from Southern Illinois University with a Bachelor of Science degree in Finance. A lifelong resident of the Chicago northwest suburbs, he began his professional career at a mortgage banking firm and was promoted to...

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