Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Domestic Partner Planning
  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • American Express Financial Advisors Inc.
    President's Recognition Award, 2005

Education

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

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.

Community participation

  • Old St. Pats Parishoner, Chicago IL

Awards & recognition

  • Five Star Wealth Manager, -Recognized as a Five Star Wealth Manager, 2012-2019