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
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
  • Investment Management
  • Tax Planning Strategies
  • Cash Flow Management Strategies


  • APMA™ Accredited Portfolio Management Advisor™
  • Series 6, 7, 63 & 65 Licensed
  • Life & Health Insurance Licensed (FL, IL, IN, TX, WI)


  • Bachelor of Arts, Economics
  • Auburn University

Community participation

Volunteer Coach, Girls Softball, Elmhurst Baseball & Softball League

Volunteer, Feed My Starving Children - Aurora, IL

Volunteer, Northern Illinois Food Bank - Geneva, IL


I love spending family time outdoors. Whether it’s playing various sports with our kids, exploring the Morton Arboretum, or taking a vacation to Katie’s family cabin in Wisconsin. If Mother Nature isn't cooperating, one or more of us can generally be found in the kitchen. I've discovered that cooking is a wonderful stress reliever, Katie and Harper love to bake and Henry helps to make pancakes each morning.

On the rare occasion we have free time, Katie and I enjoy exploring new restaurants around Chicagoland.