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

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • 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

  • Definitive Wealth, Forbes Best-in-State Wealth Management Teams, 2025
  • 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

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 wife 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.