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

  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Insurance
  • Family Finances
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 8 - General Securities Sales Supervisor Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 66 - Uniform Combined State Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • St. Norbert College B.A. DePere, Wisconsin
  • Fenwick High School Oak Park, Illinois - Diploma

Interests

  • I enjoy traveling. My most recent vacation was to Marco Island Florida
  • I believe in maintaining a healthy lifestyle and typically workout 5 times per week
  • I like to think I'm a good golfer, but more often than not it feels like a good walk spoiled

Professional associations

  • St. Norbert Alumni Association

Previous experience

  • UBS, Vice President ,Investments, 2005-2012
  • RBC Wealth Management, 2002-2005
  • Tucker Anthony, Inc., 1992-2002
  • Gruntal & Co., 1988-1992
  • Moseley Investment Management, Inc., 1983-1988