My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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

Areas of focus

  • Investments
  • Business Retirement Plans
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

  • BA History Major, Wabash College, Crawfordsville, IN

Awards & recognition

  • Five Star Wealth Manager, 2024

Previous experience

  • Financial Advisor, Edward Jones, Mount Prospect, IL, 2015 - 2024

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I'm a proud supporter of the Brett Weiss Scholarship Foundation, which raises money to send local children from Dago, Kenya to high school. I have been fortunate to travel to the area and meet some of the current and past recipients of these scholarships.

As a past President of Rotary, I enjoy helping people and making likeminded friends. My charitable support efforts and community outreach also extends with my membership with the Barrington Masonic Lodge 522, The Scottish Rite Masonry and the Shriners.

Interests

  • My wife and I have travelled to over 45 countries and have backpacked all over the world - traveling has been my most favorite hobby since I "caught the bug" at age 12 (my first trip was to London)
  • Poodles are my favorite dog - Mister Baby Al would love to meet you and say hi one of these days
  • I'm an avid reader of all things non-fiction
  • And I've just begun getting into "classic cars" and am starting a restoration on a 1976 Mercedes 300 diesel... it goes about 9 miles per hour and I'll take any tips you have!