Advisor profile

What you can expect when you work with me

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.

Get started
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

  • Bachelor of Science in Economics
  • Graduated in 1992
  • Northern Illinois University, Dekalb, Illinois

Community participation

  • Volunteer as a coach for my daughter's softball team and my son's baseball team.
  • Member of Holy Cross Catholic Church

Interests

I enjoy spending time with family and friends, both at home and on vacations. I devote a great deal of time and consideration planning our trips so that every one is a memorable experience. I also enjoy planning vacations and special events for our extended family.

I am a fan of most Chicago sports teams and attend games whenever possible.