My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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27
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
  • Retirement Income Strategies
  • Investment Management
  • Business Retirement Plans
  • Social Security Retirement Benefits

Education

  • Bachelors of Science, Marketing, Illinois State University, Normal, IL
  • Elgin Academy, College Preperatory, General Studies, 1982 – 1988

Previous experience

  • Financial Planner, AXA Advisors, September 1999 – March 2006 (6 years 7 months)

Interests

  • I thoroughly enjoy playing golf with friends and clients
  • Enjoy taking our Golden Retriever for walks
  • Enjoy listening to music and going to live music performances
  • I like to play my electric guitar with friends
  • Spending time with family
  • Enjoy boating and fishing with family and friends