Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Retirement Plan Distribution
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Series 7,8,31, 52, 63, and 65 Licensed Insurance Licensed


  • BS from University of Illinois 1994


  • Being active with my children's sport teams
  • Participating with charities
  • I enjoy golf with friends and clients

Community participation

  • Swim Across America Participant to raise funds for Cancer Research
  • Sponsor local sports programs

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2021
  • Ameriprise Circle of Success, 2013 - 2020

Professional associations

  • Chicago Magazine Five Star Wealth Manager

Previous experience

  • Olde Discount Stock Brokers, 1995 - 2000
  • H&R Block Financial Advisors, 2000 - 2008