Advisor profile

Stay connected with digital tools

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for clients to collaborate with me, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact me for help getting started.
Contact me
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


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


  • 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


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.