My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

I am an avid reader,enjoy travelling, and enjoy spending time with family, friends, and my dog, Bimmer.

I am active in the community through my involvement in non-profit boards.

Alexian Brothers Health System Foundation (www.alexianbrothershealth.org/foundation)
* Alexian Brothers Health System Foundation Board
* Alexian Brothers Center for Mental Health Foundation Board

Friendship Village of Schaumburg Board (www.friendshipsenioroptions.org)
* Friendship Senior Options Board
- Finance Commitee
- Audit Commitee
- Investment Commitee
* Friendship Village of Schaumburg Board
* Friendship Senior Options Foundation Board

Community Participation

Experience

? 18 ? 98 View scores
 
 
 

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

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2010-2014
  • Ameriprise Chairman's Advisory Council, 2009-2013

Qualifications

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

Education

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

My Photos(3 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

View All Albums

My Videos(3 videos) X

View All Videos