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

  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Investment Management
  • Investments
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Business Retirement Plans
  • Intergenerational Planning
  • Saving for Education
  • Family Finances
  • Estate Planning Strategies
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Christian Financial Strategies
  • Tax Planning Strategies
  • Insurance
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • 1985-Present, Licensed Financial Advisor with the National Association of Securities Dealers.
  • 1991-1994 Fixed Income Trader
  • 1994-2000 Managing Director/Fixed Income Syndication
  • Anthem Financial Planning Seminars
  • CSX Financial Planning Seminars
  • Sara Lee Financial Planning Seminars
  • Cook County Adult Probation Financial Planning Seminars

Interests

Music

Arts

Reading

Exercise

Community participation

Illinois Asset Building Group

President of the Calumet Heights Community Association

Director Community Service Programs XI Lambda Chapter Alpha Phi Alpha Fraternity, Inc.

  • Chairman Cavalier Gymnasium Association
  • Youth and Young Adult Minister
  • Chairman Christ Renews His Parish Discipleship Program