Advisor profile


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As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
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12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Saving for Education
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • MBA, Financial Analysis - DePaul University - Kellstadt Graduate School of Business 2006-2008
  • BBA, Finance/Economics - Loyola University of Chicago 1992-1997

Awards & recognition

  • Ardent Wealth Advisors, Ameriprise Client Experience Award, 2020-2021

Community participation

  • Lemont High School Educational Foundation, Director
  • Cub Scout Pack #249, Pack Treasurer, Cmte Chair, Den Leader

Interests

Spending time with my family

Volunteering in the community