Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Small Business
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CPWA® Certified Private Wealth Advisor
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 3 - National Commodity Futures Examination
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • The University of Chicago Booth School of Business, Chicago, IL, 2012, CPWA Executive Program
  • DePaul University, Chicago, IL, 1985, MBA, Kellstadt Graduate School of Business
  • Western Illinois University, Macomb, IL, 1979, Bachelor of Business, Finance

Interests

Michael resides in Schaumburg, Illinois with his wife Lisa and two children, Adam and Alexandra.

He enjoys scuba diving and running marathons.

Community participation

United Parent Support for Down Syndrome, Past Chairman / Past Board Member, Schaumburg, IL

National Association for Down Syndrome, Past Board Member / Volunteer, Wilmette, IL

Anixter Center, Past Board Member / Volunteer, Chicago, IL

Hockey On Your Block, Coach / Mentor, Chicago, IL

Awards & recognition

  • Five Star Wealth Manager, Chicago Magazine 2014 - 2019
  • Ameriprise Circle of Success, 2011

Previous experience

  • UBS Financial Services, 2000-2009
  • PaineWebber, Inc., 1986-2000

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.