Type Of Business:
Investment Firm
Expertise:
Mr. Demko's expertise includes tax preparation and investment management.
Major Product/SVS:
Financial Planning and Investment Services
Hobbies/Sports:
Running Trails and 10-Kilometer Races, Spending Time with his Daughter, Supporting the Boy Scouts of America
Education Degrees:
Bachelor of Science in Business Administration, with a Concentration in Finance, San José State University (1991)
Affiliations Awards:
Investment Management Consultants Association, Boy Scouts of America; National Association of Tax Planners
Place of Birth:
Joliet, IL
Industry:
Financial Planning & Advisement
Date of Distinction:
8/4/2009
What do you feel separates you from the rest of the professionals in your industry?:
Mr. Demko's expertise and ability to put his clients first separate him from his peers.
What has been the most outstanding thing you have done thus far in your career?:
Mr. Demko's greatest career achievement thus far has been serving for 24 years as a financial planner for the same company without ever having any complaints or litigation against him.
How would you like to be remembered by your peers?:
Mr. Demko hopes to be remembered as someone who has expertise, and is always willing to share his passion for assisting people in solving their financial woes.
If you could solve one problem in the world today, what would it be?:
If he could solve one problem in the world today, Mr. Demko would help people understand taxes, and have the income tax system easier to file and understand what is happening.
If you could have lunch with anyone, dead or alive, who would it be and why?:
If he could have lunch with anyone, Mr. Demko would choose to dine with Bill Gates, as he admires the accomplishments that he made at such a young age and would be interested in finding out how it was done; he also respects Mr. Gates' involvement with various foundations, and the fact that he gives back to society.
Charity:
Habitat for Humanity; American Cancer Society; Susan G. Komen for the Cure; Local Zoos and Aquariums
Number Of Years In Profession:
24
Number Of Years In Current Position:
24
What Does He/She Attribute Success To:
He attributes his success to his determination and attention to the needs of his clients.
Why did you become involved in your profession or industry?:
He became involved in his profession through his interest in financial markets.
Position Responsibilities and Duties:
Overseeing and Managing Investments, Handling Wealth and Tax Management, Preparing Income Tax Returns, Retirement and Tax Planning
Education Certifications:
Certified Fund Specialist (2005)