27

My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.

More...

Interests

Marital Status: Married 44 years to Jane, my assistant

Children: A son who is an engineer for IDOT in Peoria, a daughter who is a Medical Information Director in Milwaukee, Wisconsin, a daughter-in-law who is a WIU graduate and teaches school in Peoria, as well as three grandsons ages 15, 8 and 7

Peoria resident for over 40 years

Enjoy quality family time, golfing, and community participation

Community Participation

  • St. Philomena Parish Finance Council Member
  • St. Philomena Endowment Chairman and committee member
  • South Side Office of Concern Board Member
  • Boy Scouts of America troop committee member
  • Better Business Bureau member

Areas of Focus

  • Charitable Giving
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Experience

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
View Definitions

Education

  • B.B.A., 1964, Business Administration and Finance, Marquette University, Milwau

Professional Associations

  • Financial Planning Association
  • Estate Planning Council of Central Illinois