Strategic Partners

 

Eric D. Grant

 www.SaveandPlan.com

 (312) 951-2606

Eric D. Grant is The Managing Partner & a Financial Advisor with Polaris. Eric owns the firm and is responsible for the recruiting, training and managing of Insurance agents & Financial Advisors. Eric also actively provides financial advisory services to individual and businesses. Eric has over 28 years experience and knowledge in financial Services.

Eric is a tremendous speaker and lecturer for matters related to personal and business financial planning. Eric is outspoken on matters related to financial literacy in minority communities, and is a regular guest in various media outlets including Black Enterprise, The Wall Street Journal, WVON radio and several television outlets. Currently, Eric is the host of a weekly radio show called The Family Meeting Sunday at 4pm on WCPT.

A 1988 Howard University graduate with a Bachelors of Business Administration degree in Finance & Insurance, Eric’s community and social activities include:

  • Board Secretary Center for Economic Progress
  • Advisory Board Member Public Allies Chicago
  • Former Board Member at House of Blues Foundation
  • Former Board Member Loretto Hospital Foundation
  • Former President of Howard University Alumni Association’s Chicago Chapter
  • Alumnus of Gentlemen of Drew Social Club, Washington D.C.
  • Former Board Member/Mentor at Youth Network and Development Organization
  • Member of National Sales Network Chicago Chapter
  • Volunteer Speaker for Athletes Against Drugs
  • Board Member, Congo Square Theater

A husband and father, Eric and his wife, Tiffani, have three children, Irie II, Lila, and Malcolm.

Securities and investment advisory services offered through FSC, member FINRA/SIPC and a registered investment advisor. Polaris is not affiliated with FSC or registered as a broker dealer or investment advisor. www.PolarisAdvice.com

 

 

Paul L. Dark III

 (312) 265-5097

Benefit Management Associates, Inc. established by Paul L. Dark III, specializes in individual and group insurance. Paul brings over 25 years of experience to Benefit Management Associates, which was established in 1994. Paul has a background in health and life insurance.

Paul was employed with Prudential Insurance in sales and service departments. Paul is a graduate of Kendall College and DePaul University with a Bachelor's of Art in Business Administration.

Paul L. Dark III is currently serving on the Board of Alumni for Kendall College and is currently the President for a local chapter of NAHU (National Association of Health Underwriters). Paul will also serve as President of the state chapter of Illinois for NAHU.

Paul is currently married (31 years) and has three daughters.

 

 

Jay Dolan - Business Development Consultant
Morningstar Investment Services

Jay Dolan is on the team of advisors at Morningstar Investment Services in Chicago, IL. Jay Dolan has been working for 4 years. Their current role is with Morningstar Investment Services. Jay Dolan has previously passed the Series 65 and Series 63 examinations, and is registered to provide investment advice in Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Kansas and Maryland. Jay Dolan may also provide advisory services in other states under an applicable state exemption from registration or notice filing.

Morningstar Investment Services is a financial advisory firm with an office in Chicago, IL. The advisory team at Morningstar Investment Services includes 31 advisor(s). The average advisor to client ratio is 1 advisor per 1,552 clients, but advisors may work with a higher or lower number of clients based on firm practices. The fees charged by financial advisory firms depended on the types of services they perform for each client. Morningstar Investment Services provides services, such as Portfolio management for individuals and/or small businesses, Portfolio management for businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles and) and Selection of other advisers.

 

 

Paul Kendall
AVP Annuity Agents Alliance

 

 

Jeremy Karja
VP of Sales at First Income Advisors - Simplicity