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My Approach

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:

  1. (1) Covering essential expenses
  2. (2) Ensuring your lifestyle
  3. (3) Preparing for the unexpected
  4. (4) Leaving a legacy

And I’ll help you make adjustments as needed so you can retire on your terms.

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Interests

  • Bridge
  • Hockey

Community Participation

  • Gurnee Rotary Club
  • Lake County Chamber of Commerce
  • Lake County Estate Planning Council

Areas of Focus

  • Employee Stock Options
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 17

Qualifications

  • Certified Financial Planner
  • Private Wealth Advisor
View Definitions

Education

  • Marquette University

My Videos

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