Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 3 - National Commodity Futures Examination
  • Series 7 - General Securities Representative Examination
  • Series 8 - General Securities Sales Supervisor Examination (Options Module & Gen
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • SIE - Securities Industry Essentials Examination

Interests

  • I love to cook and entertain others
  • To spend time with my wife Kerri at cultural events
  • Sharing life enjoyments with our five children, two spouses, two significant others, and one grand child

Community participation

Alzheimer's Association - Illinois Advocate

Previous experience

  • Morgan Stanley Smith Barney, 4/1987 to 4/2012