Meet the professionals who can help you Pursue Your Goals
We guide individuals and families toward their ideal retirements.
Meet the Team
Michael J. Bora & Associates is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Michael J. Bora Founder, Registered Representative, Insurance Professional
For more than 35 years, Michael has helped people plan for their pre- and post-retirement needs. He’s passionate about helping clients pursue financial success and takes great pleasure in building personal, lasting relationships with multiple family generations.
In 2014, Michael founded Michael J. Bora & Associates to help individuals, families and business owners preserve more of their wealth. To understand clients’ wants, needs and concerns, Michael conducts hands-on fact-finding sessions with every client. Then, he generates conservative yet effective financial models designed to minimize risk and volatility. As an independent financial professional, Michael is licensed to sell a variety of investment and insurance products and services.
When Michael is not assisting clients, he enjoys spending time with his wife, Karen, daughter Shannon, son Lewis, son-in-law Gregory and grandson, Bodhi. He also likes to travel, play golf, read and support Chicago’s community events.
Shannon Bora-Cooper Financial Advisor/Insurance Agent
Shannon is Michael’s daughter and joined Michael J. Bora & Associates back in 2014 as Chief operations manager, client support and insurance agent. She oversees the day-to-day operations of Michael J. Bora & Associates. Shannon has a passion for making a positive impact on people’s lives on a daily basis by assisting in client communication, ensuring all clients feel supported by offering first class customer service. In the back office department, she ensures that all paperwork is properly completed, in good order, and remains in contact with the clients throughout the account opening and servicing process.
Shannon is fully insurance licensed and helps clients find the perfect insurance products to complement their portfolios, whether that be life insurance, annuities, Medicare supplements, or health insurance.
She is currently preparing for her series 7 and 66 exams and looks forward to being able to help clients with securities as well.
When she is not working, she enjoys spending time with her husband Greg and son Bodhi, fitness, traveling (anywhere!), chasing the sun and playing as much as possible.
Ready to take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.