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 Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Small Business
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
36
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 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 - 2020
  • Ameriprise Circle of Success, 2011
  • Ameriprise Client Experience Award, 2020

Previous experience

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