Client-Focused, Disciplined Financial Planning
First Choice Financial Services, LLC, a State Registered Investment Advisor serving Chicago, Illinois and surrounding communities, provides Financial Planning and Asset Management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at First Choice Financial Services, LLC.
First Choice Financial Services, LLC provides investors custom tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at First Choice Financial Services, LLC is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our client’s interests first.
We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.
Michael Perna
President
Michael Perna serves as President of First Choice Financial Services, LLC and First Choice Insurance Agency Incorporated. He boasts several years’ experience within the insurance and financial services industries. Mike Perna is an approved member of the National Ethics Association for over nine years. First choice has been rated A+ by the Better Business Bureau and has been the recipient of the Compliant Free Award as well.
Michael specializes in financial planning, his strength is in the areas of retirement planning and his primary goal is to continually improve his clients’ financial position, while protecting their assets. He accomplishes these goals through a blend of financial services that are tailored to his clients’ specific financial needs.
*Insurance offered through First Choice Insurance Agency, Inc.
Brian Bullington
Brian Bullington, was born and raised in the Chicagoland area, he attended the University of Iowa, where he played collegiate golf from 2011 to 2015. During that time, he was honored to be named to the All-Big Ten Team three times and the All-PING Midwest Team three times.
He was a direct admit to the business school and majored in marketing, always drawn to the world of finance and fascinated by how markets work.
After college, Brian pursued professional golf for nearly a decade, competing in over 15 countries across various tours. He had the privilege of playing in two PGA Tour events—the John Deere Classic in 2016 and 2018—as well as several Korn Ferry Tour events.
His professional golf career instilled in him the values of discipline, hard work, perseverance, and financial management.
These days, he enjoys spending time with his wife, family, and friends. He still loves getting out on the golf course and is excited to be full time in the finance world.
Kevin Susmarski
Throughout his career as a police officer, Kevin Susmarski dedicated himself to his community’s safety, including its financial safety. As a detective, he specialized in financial crimes, including identity theft and financial exploitation of the elderly. Kevin also conducted regular community outreach events where he taught the elderly to recognize common financial scams. As a sergeant, he discovered that he enjoyed talking to his patrol division’s new officers about their long-term financial plans – so much so that he decided to make financial advising the next step in his career.
Kevin uses empathy, attention to detail, and evidence-collection skills from more than 20 years in law enforcement to take the stress out of planning for the future. He loves meeting new people of all ages and helping them develop a secure wealth management strategy.
Kevin has a bachelor’s degree in law enforcement and justice administration with minors in accounting and business management from Western Illinois University, as well as a master’s degree in business administration from Benedictine University. On warm evenings, the Westmont resident can be found swimming in his pool with his wife, Jennifer, and daughters, Katherine and Evelyn.