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My Approach

Ameriprise Private Wealth advisors know that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. We also know that wealth brings responsibility and complexity. Just as you’ve worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all that you’ve achieved.

Private Wealth Advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, and advise you on the best strategies for harnessing its potential throughout your life. Depending on your particular situation, we offer sophisticated financial solutions that can help you:

  • Provide for future generations
  • Give to causes you care about
  • Preserve your wealth so that you can maintain your lifestyle throughout retirement

This level of attention and experience is something you can only get from a highly experienced professional who specializes in fulfilling the needs of wealthy clients like you.

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Community Participation

  • Finance Committee Board Member for Blessed Pope John XXIII Church
  • Naperville Chamber of Commerce Member
  • Fort Myers Chamber of Commerce Member
  • Past Treasurer Naperville Rotary Club

Areas of Focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Small Business
  • Investments
  • Retirement Planning Strategies
  • Charitable Giving

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CPA  Certified Public Accountant
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Professional Associations

  • AICPA
  • Certified Financial Planner