Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Education

  • BS University of Arizona

Awards & recognition

  • Ameriprise Circle of Success, 2017, 2020
  • Five Star Wealth Manager, 2021-2023

Previous experience

  • Wells Fargo Advisors, 2007-2015
  • H&R Block Financial Advisors, 1990-2007

Interests

Golf at The Village Links of Glen Ellyn (or anywhere for that matter).

Spend time with family

Reading and participation in a couples book club with my wife.

Recently read: Between The World and Me by Ta Nehisi Cotes

Travel - Some Favorites places include:

London, France, Scotland, Ireland, Spain and anywhere in the good old USA

My photos

1 albums
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