Our Qualifications
Nirdesh Patel is the Director of Wealth Management at Dynasty Retirement & Financial Services, a financial services firm specializing in retirement planning, estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.
Financial industry experience and knowledge has been carried on for generations in Nirdesh's family and his twenty years of experience has added to this legacy. His passion and drive for perfection have helped to master his financial knowledge and fueled his ability to assist clients with customized portfolio solutions.
Education
- University of Wisconsin
- DePaul University, MBA
Professional Licenses
- Series 6
- Series 63
- Series 65
- Series 66
- CLTC (Certified in Long- Term Care)
Memberships & Associations
- Member of NAIFA (National Association of Insurance and Financial Advisors)
- Million Dollar Roundtable-8 time qualifier
Personal Data
When Nirdesh is not working, his time is devoted to his wife and three sons. In addition to English, he is fluent in Gujarati.
Sheila Odlaug is an Financial Planner at Platinum Wealth Solutions LLC, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.
As a Financial Planner, Sheila is uniquely qualified to address the diverse needs of high net-worth individuals. She provides recommendations for asset allocation, funding for education, retirement and long-term care insurance. She works closely with business owners, executive teams and their advisors to help them realize their financial goals.
Education
- Marquette University
- B.S. in Organizational Management
Professional Licenses
- Series 7
- Series 66
- Life and Health Insurance
Personal Data
Sheila grew up in St. Paul Minnesota and spent ten years in Colorado (Telluride and Denver). She now resides in Chicago's Lakeview neighborhood. While attending Marquette University, Sheila played club soccer. When she's not working, Sheila enjoys playing golf and softball.
Greg Petersen is an Investment Advisor Representative at Platinum Wealth Solutions, LLC, a financial services firm specializing in retirement planning, estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.
As an Investment Advisor Representative Greg is uniquely qualified to address the diverse needs of high net-worth individuals. He provides recommendations for asset allocation, funding for education, retirement and long-term care insurance. He works closely with business owners, executive teams and their advisors to help them realize their financial goals
Greg's team is dedicated to providing their clients with the best technology resources that can help them in creating a secure financial picture.
Education
- University of Illinois at Urbana - Champaign, BS in Economics and minor in Information
Professional Licenses
- Series 7
- Series 66
- Life & Health Insurance
Personal Data
Greg is an avid fan of any and all Chicago sports teams. In his free time, he enjoys spending time outdoors, fishing and playing golf.