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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Life, Accident, Health and Long-Term Care Insurance Licenses in IL, CA, MI, MN
  • Series 7 and 66 Licenses

Education

  • University of Illinois Champaign-Urbana Bachelor of Arts in Economics

Awards & recognition

  • Ameriprise Circle of Success, 2005, 2017-2021
  • Five Star Wealth Manager, 2012-2016
  • Ameriprise Client Experience Award, 2021

Honored to receive recognition

All of us at ClearPointe Financial Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire ClearPointe Financial Group team and the great experience we work so hard to provide for our clients every day.

Community participation

  • Board Member with Amita Health Foundation
  • Member of the Downers Grove Chamber of Commerce
  • Annual Volunteer at Feed My Starving Children

Interests

  • Regular member of Chicago District Golf Association
  • Member of New Breed Brazilian Jiu Jitsu Academy
  • Assistant Coach of Dungeon Kids Wrestling Club Glen Ellyn

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.