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
31
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
  • Investments
  • Saving for Education
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B. A. of Business Adm./Finance 1988-1992, Augustana College Rock Island IL.

Community participation

My wife and I are strong supporters of St. Edward Catholic High School in Elgin IL.

My family and I are active members of St. Thomas More Church in Elgin.

For over 15-yrs now I have joined the Cosmopolitan Club in Elgin to serve up fresh corn on the cobb at the Kane County Fair to help raise money for Diabetes.

Whether attending performances at the Hemmons Theatre in Elgin, running the Elgin Fox Trot, or supporting the small businesses, my wife and I actively support the community of Elgin.

Interests

Spending time with my wife and 3 children.

Coaching my children in youth soccer and basketball.

Reading, especially historical non-fiction.

English Bulldogs