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,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 baords.

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

Ameriprise Financial is helping FeedingAmerica raise 10 million meals through the Ameriprise Financial $500,000 Challenge Grant . Ameriprise will match all donations to Feeding America dollar-for-dollar up to $500,000 through Nov. 30, 2014. Each dollar contributed during thechallenge, combined with dollars from Ameriprise, provides 20 meals. Visit the link below.

Since 2009 our company, advisors and employees have provided more than 34 million meals, and volunteered more than 100,000hours, to help feed the more than 49 million Americans – including 16 millionc hildren – who go hungry

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
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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

Files for Download

My Videos

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My PhotosShow 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., 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.