My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

  • Masters of Business Administration, Aurora University, Aurora, IL 1999
  • Bachelor of Arts, Northern Illinois University, DeKalb, IL 1990

Community participation

  • Former 4th Ward Alderman, City of DeKalb, IL
  • DeKalb Rotary Club, Past-President
  • Former Chair, Finance Advisory Committee, Dist. 428 DeKalb Schools
  • NIU Huskies Athletic Association, Past-President
  • Former Chair, Christ the Teacher Parish, Finance Committee
  • Former Village Trustee, Village of Shabbona, IL
  • Meals on Wheels

Interests

  • AYSO Soccer Coach
  • Cooking
  • Woodworking
  • Container Gardening
  • College Football
  • Reading mystery novels
  • Chicago White Sox
  • Scrabble
  • Going to music concerts/theatre/opera with friends and family
  • Helping my 3 kids with their activities