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
24
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
  • Family Finances
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Chartered Retirement Planning Counselor

Education

  • BS, Finance, Marquette University, Milwaukee, WI
  • Certificate in Financial Planning, Boston University, Boston, MA

Community participation

Interests

  • Exploring Chicago with my wife and three children
  • Running
  • Logging miles on our Peloton bike - especially Power Zone rides...go Power Zone Pack!!
  • Working on and taking care of our 100+ year old house
  • Mid/late 60s, early 70s Mopars (proud owner of a 1966 Dodge Coronet station wagon)