• Wealth Management

    Planning and managing you and your family's assets through your retirement.

  • Roll over your 401K or IRA

    Are you missing out on the advantages of rolling your plan?

  • Portfolio Strategies

    Find the right strategy for you, from Conservative to a Hedge-fund style approach.

  • Risk Management

    Identify, assess, prioritize & minimize future risk while maximizing opportunities..

  • News & Research

    Top research that will interest and satisfy all classes of  investors.

 Meet the Executive Team



Morgan is acting CEO of paisley Financial. He is a graduate of the University of Southern Mississippi with a Bachelors in Science. While at USM he was elected Mr. USM and served as President of his fraternity (Sigma Alpha Epsilon). He started as a runner on the floor of the Chicago Board of Trade and worked his way up to the head of risk management. He handles Corporate Hedging for Grain Elevators, Feed Yards, Ethanol Plants and Banking Institutions.

Morgan has appeared on, or has been quoted by news organizations such as CNN, Bloomberg, Market Watch, Media Post and Investor’s Business Daily. Morgan has a genuine interest in helping people and in turn they have helped him get to where he is today.


  • Anthony Krcmar has been assisting investors in wisely protecting their assets & investments for over 15 years. Like Morgan, he also started as a runner at the CBOT and worked his way up to a Floor Trader and then Analyst with Shearson / Lehman Brothers. here he developed and coded market trading models based on technical and quantitative analysis. This experience has strongly helped him understand both sides of the global economic picture.

    Anthony is one of the original owners of Project Leadership Associates, a 250 seat IT firm in Downtown Chicago. His leadership and business understanding was integral to growing the firm to 250 people in 7 years in which they averaged 20% annual growth. This experience has helped him understand the business cycle from the ground up. Consequently, this has translated to a strong business acumen that assists in the analysis of equity investment valuation.



As the Director of Research at Paisley Financial, Mario is in charge of leading the equity research group, participating on the investment committee, monitoring and developing investment strategy, setting asset allocation policy, and producing strategy reports. He relies heavily on macroeconomic theory to forecast how political, economic and market events will affect portfolio performance.

Prior to Paisley Financial, Mario spent four years with Zacks Investment Research as a Senior Equity analyst covering the homebuilding and machinery sectors. He began working in equity research as a Junior analyst at Zacks under Ian Madsen, CFA. Mario received his MBA from DePaul University in 2005, and a B.S. in Commerce in 1999, also from DePaul University. He holds a Series 65 license.