Broker Check
AJ LaVallie

AJ LaVallie

Financial Advisor

A.J. is a financial planning professional, who has over 30 years of experience in the financial services industry.

A.J. believes in taking a holistic approach to financial planning when assisting our clients in helping to identify and meet their financial goals and dreams. “This process begins with goal setting and understanding your STRATEGY towards meeting those goals. Important issues such as time horizons, risk tolerance, needs for liquidity, growth and tax sensitivity all play a part in identifying the ultimate solution set for each client we serve”.

“Because we are independent financial advisors, the solution set we recommend for our clients is based on non-proprietary products from the vast universe of financial alternatives. I believe this allows us to sit on the same side of the table with our clients and help them first develop and then effectively implement their unique financial plan.”

A.J. has a Bachelor’s degree from the University of Illinois in Champaign-Urbana. He holds Series 7 -FINRA General Securities Representative, Series 24 - FINRA General Securities Principal, Series 51 - FINRA Municipal Fund Securities Principal and Series 63 - Uniform Securities Agent State Law Examination licenses. A.J is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC. He also holds Insurance licenses in multiple states.

Prior to joining the firm, A.J. was a Member of the Chicago Board of Trade where he specialized in trading U.S. Treasury Bonds, Stock Indices and Precious Metals.

A.J. and his wife Erin have 3 children, Taylor, Connor and Lauren as well as several grandchildren. They regularly divide their time between Chicago and southwest Florida. A.J. regularly volunteers his time with his local fire board and work supporting the efforts of the Florida State Rangers. A.J. is a licensed Commercial Pilot with Instrument and Multi-engine ratings.