Advisor profile


What you can expect when you work with me

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.

Get started

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Insurance
  • Intergenerational Planning
  • Small Business

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • DePaul University, Bachelor of Music, 2009-2013

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021
  • Definitive Wealth, Ameriprise Client Experience Award, 2020-2023

Previous experience

  • Music Instructor, Musician's Workshop, 2013-2021, Westmont, IL, 8 years
  • Professional Musician, Brandon Hunt Music, 2011-2021, Chicago, IL, 10 years

Community participation

Greater Chicago Food Depository, December 2021
Greater Chicago Food Depository, December 2021
  • Greater Chicago Food Depository

Interests

I'm still an active musician in the Chicago area, so music is one of my biggest passions in life. I play guitar, piano, bass, and percussion, I compose music, and I still occasionally teach private music lessons. I play guitar with a few groups based in Chicago, and my primary performances are weddings and corporate events. My fiancee Kelly and I love going out with friends and family, seeing concerts, exploring Chicago, and playing with our two adorable cats named Momo and Bubbles. I also really enjoy cooking, grilling, running, playing chess, golfing, watching TV shows, and being a nerd about Mario and Zelda games.