Estimated Net Worth
  • estimated net worth
    $202 K - $555 K
Salary
  • salary
    Unknown
Employment
  • Started 05/23/2021

Financial Disclosure Details - OGE Form 278e (04/27/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Jake Braun LLC
Chicago, Illinois
Regional Field Director
1/2021
2
Chicagoland Operators Joint Labor- Management PAC
Countryside, Illinois
Field Director
4/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
The Agency Sales Thru Solutions, 401k
1.1
BlackRock LifePath Index 2060 Fund Class K Shares (LIZKX)
$15,001 - $50,000
$201 - $1,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
The Agency Sales Thru Solutions
Wood Dale, Illinois
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
4/2019

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Credit Union (cash)
$50,001 - $100,000
None (or less than $201)
2
IRA #1 (WF)
2.1
InvescoComstock Fund Class Y Shares (ACSDX)
$1,001 - $15,000
None (or less than $201)
2.2
Fidelity Advisor Short-Term Bond Fund Class I Shares (FBNIX)
$15,001 - $50,000
$201 - $1,000
2.3
First EagleGlobal Fund Class I Shares (SGIIX)
$1,001 - $15,000
None (or less than $201)
2.4
Growth Fund of America Class F2 Shares (GFFFX)
$1,001 - $15,000
None (or less than $201)
2.5
PIMCO Total Return Fund Institutional Class Shares (PTTRX)
$1,001 - $15,000
$201 - $1,000
2.6
PIMCO International Bond Fund (US Dollar- Hedged) Institutional Class Shares (PFORX)
$1,001 - $15,000
None (or less than $201)
2.7
Pioneer High Yield Fund, Inc Class Y Shares (TYHYX)
$1,001 - $15,000
$201 - $1,000
3
UGMA

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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