Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Social Security Retirement Benefits
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Financial Planner
  • BFA™ Behavioral Financial Advisor™

Education

  • Bachelor of Science; Operations Management, Northern Illinois University, 1999
  • Bachelor of Science; Business Management, Northern Illinois University, 1998

Interests

  • Family is a priority for me. I love spending time with my wife and two boys; Bennett (8) and Bryson (5).
  • I'm actively involved in the Watch D.O.G.S (Dads of Great Students) at Hoover-Wood School.
  • I have a great passion for cars. I enjoy going to car shows and reading car magazines.
  • I'm an avid reader of magazines and books relating to my profession. I'm currenlty reading "Financial Intelligence", by Doug Lennick. How to Make Smart, Values-Based Decisions with Your Money and Your Life.
  • Now that my parents are retired, I enjoy watching my kids spend time building memories with their grandparents just like I did with mine.

Community participation

Awards & recognition

  • Five Star Wealth Manager, 2016