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My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.

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Interests

My wife, Kathleen, and I are the proud parents of seven children and grandparents of eleven.  I enjoy tennis, skiing (both snow & water), and playing chess. 

Community Participation

Member, Board of Directors, Living Alternatives:  A Crisis Pregnancy Center, Bloomington, Illinois

Areas of Focus

  • Small Business
  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Employee Stock Options

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 2005-2006, 2011-2012

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
  • CLU®  Chartered Life Underwriter
  • AAMS®  Accredited Asset Management SpecialistSM
  • AWMA®  Accredited Wealth Management Advisor
  • APMASM Accredited Portfolio Management Advisor
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Professional Associations

  • Member, Financial Planning Association
  • Member, National Association of Estate Planners & Councils

My Videos

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