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
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Saving for Education
  • Family Finances

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 66
  • Series 7

Education

  • B.S. Illinois State University 5/11/2013

Community participation

I am an active board member for the School District 54 Foundation: http://d54foundation.com/

I am a member of the Schaumburg Business Association

Interests

  • I enjoy traveling with my wife Katie
  • Enjoying down-time at the lake in Wisconsin.
  • Spending time with my kids: Jonathan, Sophia & Arianna
  • Trying new restaurants