My Approach

Financial planning provides direction and meaning to your financial decisions. By viewing each financial decision as part of a whole, you can consider the impact on your entire financial situation — no matter where you are in achieving your goals and dreams. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. If you are truly serious about planning to make your dreams come true, then engaging in an ongoing financial planning relationship can be the most valuable investment you can make. Ultimately, it means that you and I have one unified plan to help you bring your dreams to life — one that focuses not just on getting you through the day to day, but on future outcomes you hope to achieve.

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Interests

I am an avid reader and enjoy travelling. I serve on the Friendship Village Board, Friendship Village Senior Service Foundation Board, and the Alexian Brothers Center for Mental Health Foundation Board.

Community Participation

Ameriprise Financial is a lead sponsor of Feeding America's Hunger Action Month. During September, Ameriprise Financial will double match donations to Feeding America (up to $500,000). Visit Feeding America website below to learn more about hunger and help put more meals within reach.

Areas of Focus

  • Retirement Income Strategies
  • Investments
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Executive Compensation and Benefit Strategies

Experience

16

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2010-2013
  • Ameriprise Chairman's Advisory Council, 2009-2012

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
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Education

  • Rockford College, B.S. Mathematics, 1994-1998

Files for Download

My Videos

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My Photos Show Thumbnails

Our Team at the "Bradley M. Barrie Nursing Station" at the Alexian Brothers Children's Hospital

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.