My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


Get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Insurance

Education

  • Bachelor of Arts - Political Science - Northern Illinois University - DeKalb, Illinois - 1996

Awards & recognition

  • Helm Financial Services, Forbes Best-in-State Wealth Management Teams, 2024-2025

Previous experience

  • Financial Advisor, CRPC™ w/ The Heartland Group (Chicago, IL.), 01/2010 - 07/2011
  • Financial Advisor, CRPC™ w/ Ameriprise Financial Services, LLC (Chicago, IL.), 09/2005 - 12/2009
  • Financial Advisor w/ American Express Financial Advisors (Chicago, IL.), 05/2005 - 09/2005
  • Trader w/ Assent Trading (Chicago, IL.), 05/2004 - 03/2005
  • Trader and Trainer w/ Maverick Trading (Chicago, IL.), 04/2001 - 03/2004

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Honored to be recognized in Forbes

I’m excited to share that Helm Financial Services has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.