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
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Investment Management
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Saving for Education
  • Family Finances
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7 / 63 / 65 General Securities Representative

Education

  • B.S. Finance, Illinois State University, Normal Illinois

Awards & recognition

  • Ameriprise Circle of Success, 2009, 2011, 2012, 2013

Community participation

  • Rock River Valley Blood Center - Board Member
  • JDRF - Juvenile Diabetes Research Foundation
  • Former Coach of Boys Club Youth Baseball Team
  • Former Coach Rockford Big Dogs & Stateline Baseball

Interests

  • Family time: Wife Andrea and three boys Noah, Aiden, Maddux
  • Golf
  • Baseball
  • Watching sons play sports
  • Travel
  • Music