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.

33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Small Business

Qualifications

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

Education

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

Awards & recognition

  • Ardent Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024
  • Barron’s Top 1,200 Financial Advisors, 2022 - 2024
  • Forbes Best-in-State Wealth Advisors, 2019 - 2023
  • Five Star Wealth Manager, Chicago Magazine, 2012 - 2023
  • Ameriprise Chairman's Advisory Council, 2019 - 2023
  • Ardent Wealth Advisors, Ameriprise Client Experience Award, 2020 - 2023
  • Ameriprise Ultimate Digital Excellence Award, 2022-2023
  • Ameriprise Circle of Success, 1999 - 2023
  • Financial Times 400 Top Financial Advisers, 2015 - 2020

Honored to be recognized in Barron’s

I’m thrilled to share that I’ve been included on the 2024 Barron’s Top 1,200 Financial Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to help clients with their unique goals. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the outstanding service you provide to all of our clients.

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.

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.

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.