My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Education

  • Bachelors of Science from the University of Illinois, Champaign-Urbana in AgEcon 1997

Interests

I’m passionate about cars, exploring new destinations, and creating memorable experiences with my family. Whether it’s hitting the open road, discovering unique places, or enjoying quality time at home, I value adventure and connection. These interests keep me inspired and grounded, blending excitement with the things that matter most.

My photos

1 albums
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