Maria Graft

Managing Partner/Wealth Accumulation Strategist

 

Maria started her career in the financial services industry in 2009.  She is passionate about helping people accumulate wealth, budget for the future and design the perfect portfolio to support her client’s goals and dreams.  She feels strongly that everyone, with the right advisor, has the potential to plan for an abundant financial future. Although she is not a CPA, Maria has guided many of her clients in creating tax free supplements to their retirement income, as well. Maria, a first generation Hispanic American, is the first in her family to receive a Bachelor’s and Master’s Degree, and possesses a deep connection and devotion to the Hispanic community wherever she goes. With a sincere compassion for people and a desire to educate her clients in the areas of finance and money management, Maria’s mission is to assist people in creating a future as abundant as possible.

 

EDUCATION

  • Northwestern University, B.S. Human Development and Social Policy
  • National Louis University, M.A. Education

COMMUNITY INVOLVEMENT

  • Holy Family Church Music Ministry
  • Prison Ministry: Pontiac Correctional Center, Southern Oaks Girls School, Robert Ellsworth Correctional Center, Racine Youthful Offender Correctional Facility
  • Clearbrook Center for the Handicapped
  • Samaritan’s Purse
  • Barrington School District 220
  • Peter and Paul Church Music Ministry

LICENSES & CERTIFICATIONS

  • Series 65 Financial License
  • Life and Health Insurance
  • Certified Debt Free Life® Advisor