Advisor profile


My approach

"Always put the client first with honest straight forward quality advice."

I work with clients to develop sound strategies to help meet their needs now and in the future. Strategies that include a Customized Wealth Management Plan, preparing for retirement and retirement income strategies, saving for college expenses, managing and reducing taxes more efficiently, managing the impact of assets and liabilities on their cash flow and protecting what matters to them the most.

It’s hardly news that wealth can complicate your life. Because more is at stake, you have more financial decisions to make on an ongoing basis.

Many of these choices involve finding ways to grow and preserve your wealth. But look closely and you’ll see that even the simplest decisions generally involve multiple considerations—tax management strategies, retirement planning, health-care costs and more. Certain steps, such as estate planning and the creation of trusts, may affect the well-being of several generations. Entrepreneurs face the added requirement of balancing the needs of their business with that of their own financial life.

Fortunately, even the most complex financial issues can be handled successfully with the help of a dedicated advisor who is experienced and knowledgeable about the realities of wealth.

Areas of focus

  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Tax Planning Strategies
  • Small Business
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BS, Economics, Northern Illinois University, 1987-1990

Interests

I have always held the Motto "Leave the earth in a better place than when you arrived" Being a positive influence to my family, my clients and my friends is a core value of mine.

On a personal note, I am married to Jill, whom many of you know. We have one darling daughter, Addison.

I love team sports. The synergistic team work towards a common goal is a wonderful thing. I love to compete, am willing to get my "hands dirty" if it helps the team accomplish its mission.

Community participation

Have volunteered for Northern Illinois Food Bank and Feed My Starving Children

Frequent contributor to Meals on Wheels

Have established a College Scholarship Fund for qualified individuals for Tuition and Fees.

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2022
  • Forbes Best-in-State Wealth Advisors, 2019 - 2022
  • Ardent Wealth Advisors, Ameriprise Client Experience Award, 2020 - 2021
  • Five Star Wealth Manager, Chicago Magazine, 2012 - 2021
  • Ameriprise Circle of Success, 1999 - 2021
  • Ameriprise Chairman's Advisory Council, 2020 - 2021
  • Financial Times 400 US Financial Advisors, 2015 - 2020

“Honored to receive recognition”

All of us at Ardent Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Ardent Wealth team and the great experience we work so hard to provide for our clients every day.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.