Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
51
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance

Education

  • Bachelor's degree in Economics from the University of Illinois, Chicago 1973

Professional associations

  • Affiliate Member, McHenry County Association of Realtors

Previous experience

  • Financial Advisor A. G. Edwards, January 2001 - July 2007
  • Affiliate Member of Heartland Realtor Organization, September 2008--Present

Community participation

Volunteer at the Kane County Food Bank, located in Geneva, Illinois.

Interests

Going on cruises to Bermuda and playing racquetball at Lifetime Fitness.