What to Know, Before You Go
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Today, individuals and families are faced with many challenges not experienced by previous generations. These challenges can be especially overwhelming. Saving for college, retirement, and building wealth takes a new way of thinking about your current and future resources. We want to make sure you are aware of what tools and strategies are available by utilizing all of our resources to pursue your goals.
Our mission is to provide essential coaching and guidance to our clients, colleagues, family, and friends to help them accomplish the things they most value.
At MSB Wealth Management, we:
MSB Wealth Management works with LPL Financial to leverage resources and advising experience for our clients. LPL Financial’s mission is to take care of their advisors, so they can take care of their clients. LPL provides support to thousands of financial advisors across the nation who are able to access and rely on resources and tools to help meet the need of each client.
*IMPORTANT EMAIL NOTICE: Because there is a small risk that information transmitted via the Internet email could fall into the wrong hands, we suggest that confidential information, such as account number or social security numbers, not be transmitted via email
Sean Gay has been helping clients engineer their financial plans and portfolios since 1999. He earned a Bachelor of Science in Civil Engineering from University of Illinois at Champaign-Urbana. He currently maintains FINRA Series 7, 63 and 65 licenses through LPL Financial and holds his Variable, Health, and Life Insurance Licenses.
Sean resides in Libertyville, Illinois with his high-school sweetheart, Nicole, and their four children. Sean enjoys watching and coaching his kids’ sports activities as well as leisure time with family boating on Lake Michigan. He is active in supporting area charities including Lake County Haven Home and Feed My Starving Children.(815) 331-6464
Administrative Sales Assistant
Maggie Ulrich brings her 9 years of customer service success in the banking industry to the position of Administrative Sales Assistant. She is available to help clients with account questions and schedule meetings with Sean. Maggie is currently working on obtaining her FINRA Series 7 license.
Maggie grew up in McHenry and is very close with her family and her two rescue dogs - Daisey and Rosie. She is an avid outdoors person who enjoys camping, kayaking, and ice fishing with her husband, Michael.(815) 331-6464
MSB Wealth Management Sponsor at 2023 Wauconda Cruise Night
Third Tuesday of the Month (July 18th, August 15th, and September 19th)
Time: 5:00 - 9:00 PM
Location: Route 176 and W. Mill Street, Wauconda, IL
MSB Wealth Management is proud to be a sponsor of the Wauconda Cruise Night where classic car enthusiasts come together to share stories, enjoy a beverage, and develop meaningful friendships.
Stop by to see Financial Advisor Sean Gay and bring a friend. The first 20 individuals to stop at our booth AND mention the website will get a free electronic tire gauge and qualify for the event door prize drawing on September 19th. Winner need not be present at drawing to win.