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
  • Tax Planning Strategies
  • Divorce Financial Planning
  • Insurance
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Benedictine University
  • Bachelors of Business Administration in Accounting & Finance concentration in Personal Financing.

Interests

Golf

  • active member at Dwight Country club and participates in a men's league on Wednesday nights

Basketball

  • played Men's basketball for 3 years at Benedictine University
  • enjoys watching college basketball

Fun Facts

  • enjoys traveling the country
  • Chicago sports fan, go Cubs!
  • grew up in South Wilmington, IL and currently lives in Coal City, IL

Previous experience

  • Municipal Auditor/Tax Preparer at Mack & Associates P.C., 3 years