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

Areas of focus

  • Christian Financial Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Small Business
  • Business Retirement Plans
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Intergenerational Planning
  • Investments
  • Investment Management
  • Sustainable and Responsible Investing
  • Saving for Education
  • Family Finances
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • AAMS® Accredited Asset Management Specialist℠


  • Spending time with my wife Roni and our 2 Cavachon dogs Buddy and Max.
  • Any activity that involves my family which includes our 3 adult children.
  • Outdoor activities for all seasons.
  • Traveling and exploring new destinations and restaurants.
  • Visiting with family in South Korea.
  • Trying new restaurants and recipes with my wife.
  • Our first grandchild - sweet baby girl Tahlia arrived in August of 2021.

Community participation

I am a believer in volunteering my time locally. Presently you can find me at The Center of Hope in Kankakee.

Awards & recognition

  • Five Star Wealth Manager, 2021, 2020, 2016, 2015