Experience Makes all the difference
The NorthShore Investment Consulting team has over 125 years of combined industry experience. We are dedicated to taking a personal approach to understanding you, your priorities and goals.
Patricia "Trish" Kelley, CDFA, CIMA®
Senior Vice President - Investments
Certified Divorce Financial Analyst (CDFA®)
Certified Investment Management Analyst (CIMA®)
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440-414-2755
Joshua Basen, CRPC®
First Vice President - Wealth Management
Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
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440-414-2759