Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Investments
  • Saving for Education

Education

  • BA, Economics, University of Illinois at Urbana-Champaign

Community participation

Volunteer Activity:

  • Coach for Brookfield, IL Little League Softball
  • Project N.I.C.E in Brookfield, IL. (Neighbors Involved in a Clean Environment)

Interests

When I am not at my office, I enjoy spending time with my family: My wife Priscilla and my two daughters Gabrielle (13) and Madeleine (10). When time permits, I like to travel, cook, garden, bike and generally be outside. I also enjoy attending live music, theater and sporting events.

My photos

1 albums
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