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
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Domestic Partner Planning
  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Qualifications

  • BFA™ Behavioral Financial Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • AWMA℠ Accredited Wealth Management Advisor™

Education

  • Loyola University of Chicago, 1987-1990, Economics & Political Science

Awards & recognition

  • Five Star Wealth Manager, 2012-2019, 2022

Community participation

  • Old St. Pats Parishoner, Chicago IL

Interests

I believe anything that makes me a better person makes me a better adviser, so I have a number of personal interests.

-I am a proud member of the Union League Club of Chicago.- As a brother and four-time uncle, I enjoy spending time with my three sisters, as well as my three nephews and niece in Portland, Oregon and Atlanta, Georgia, to have a meaningful impact on their lives.- I also enjoy reading history, playing golf and fine cigars.- I am a passionate Michigan football fan and Chicago Bears season-ticket-holder.