Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 3 - National Commodity Futures Examination
  • Series 7 - General Securities Representative Examination
  • Series 8 - General Securities Sales Supervisor Examination (Options Module & Gen
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • SIE - Securities Industry Essentials Examination

Previous experience

  • Morgan Stanley Smith Barney, 4/1987 to 4/2012

Community participation

Alzheimer's Association - Illinois Advocate

Interests

  • I love to cook and entertain others
  • To spend time with my wife Kerri at cultural events
  • Sharing life enjoyments with our five children, two spouses, two significant others, and one grand child