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My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

Running Marathons.

Playing Competitive Softball. 12 ,14, 16 inch.

Bike Riding.

Areas of Focus

  • Investments
  • Insurance
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Experience

Qualifications

  • Series 7, 66 & 31 Licensed. Illinois Insurance Licensed
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Education

  • Dominican University, BA, MBA

Files for Download

My Photos Show Thumbnails

One of many television appearances on the WGN Midday News "Your Money Matters" segment.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.