Israel also is a co-leader of the Blumberg/Israel advisory group. He works with individuals, and small businesses to develop and implement wealth management strategies. The group consults with clients on investment management, estate planning, retirement planning and income protection.
Israel holds a bachelor’s degree from the University of Wisconsin. He holds designations as a certified financial planner (CFP) and as an accredited investment fiduciary (AIF). Israel joined Mesirow Financial in 1999; the promotion recognizes his continued dedication to client service and business development.