MEDIQUS Asset Advisors, Inc.

Julia Khazan is a CFP® professional with three years of industry experience, currently serving at MEDIQUS Asset Advisors, Inc. in Chicago, IL. She has been with MEDIQUS since 2007, working within a team of six advisors. MEDIQUS Asset Advisors offers investment advisory, financial planning, ERISA plan advisory, and educational services primarily to individuals, retirement plans, and medical-related clients. The firm emphasizes long-term asset allocation with regular rebalancing and performance reviews, managing approximately $1.3 billion in discretionary assets across six offices.

Ronald Paprocki is a financial advisor with MEDIQUS Asset Advisors, Inc. in Chicago, IL, holding the CFP® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including over 30 years at MEDIQUS and 17 years with Ausdal Financial Partners, Inc. In addition to his advisory role, he is president and CEO of MEDIQUS and is involved in client acquisition, service standards, and compliance. He also assists clients with life, disability, and long-term care insurance products. MEDIQUS Asset Advisors provides investment advisory, financial planning, ERISA plan advisory, and educational services primarily to physicians, medical groups, retirement plans, and not-for-profit medical societies. The firm manages assets on a discretionary basis with a long-term asset allocation approach, utilizing mutual funds, ETFs, and cash, and offers its Wealth Builder program through the Betterment platform.

Jeffrey Witz is a CFP® professional with nine years of experience at MEDIQUS Asset Advisors, Inc., where he has worked since 2011. He is based in Chicago, IL, and coordinates life and disability insurance sales for the firm’s clients. MEDIQUS Asset Advisors serves individuals, retirement plans, and medical groups with investment advisory, financial planning, and ERISA plan advisory services. The firm emphasizes long-term asset allocation and uses a combination of third-party research and platform algorithms to manage discretionary assets.

Lee Catalano is a CFP® professional with 42 years of industry experience, currently serving at MEDIQUS Asset Advisors, Inc. since 1996 and also affiliated with Ausdal Financial Partners, Inc. since 2009. He holds Series 63 and Series 65 licenses and conducts insurance sales as a licensed agent, dedicating part of his time to this activity. MEDIQUS Asset Advisors provides investment advisory, financial planning, and ERISA plan advisory services primarily to individuals, retirement plans, and medical groups. The firm emphasizes long-term asset allocation with a disciplined rebalancing approach and utilizes technology platforms for portfolio management and client reporting.

Matthew Paprocki is a CFP® and CFA® with nine years of experience in financial advising. He is currently with MEDIQUS Asset Advisors, Inc., where he has worked since 2016, and has prior experience at Sidley Austin, LLP, and the Circuit Court of Cook County. Additionally, he holds a law license but is not a practicing attorney. MEDIQUS Asset Advisors provides investment advisory, financial planning, and ERISA plan advisory services primarily to individuals, retirement plans, and medical groups, with a focus on long-term asset allocation and customized recommendations. The firm operates multiple offices and manages approximately $1.3 billion in discretionary assets.