Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Saving for Education
  • Investment Management
  • Family Finances
  • Intergenerational Planning
  • Tax Planning Strategies
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor
  • Series 66- Uniform Combined State Law Examination
  • Series 7- General Securities Representative Examination
  • SIE- Securities Industry Essentials Examination

Education

  • College for Financial Planning, 2016 Master of Science Degree Personal Financial Planning
  • Illinois State University, 2006 BS Entrepreneurship & Small Business Management

Interests

  • Spending quality time with my loved ones: my wife, Blair, our son, Leslie "Pierce," and our daughter, Evelyn
  • Exploring new restaurants and sights in Chicagoland
  • Traveling to fascinating areas of the world
  • Golf, table tennis, billiards, board games
  • Previously competed annually in the Chicago Triathlon (11-time finisher 2007-2017)
  • Cheering on the Cubs, Blackhawks, Bulls, and Bears

Community participation

Ameriprise Financial is proud to support Feeding America®, the nation's leading domestic hunger-relief organization, in providing nutritious meals. Through its nationwide network of 200 food banks, the organization served 46 million people last year.

As a company focused on comprehensive financial planning, we strongly believe in helping clients prepare for the unexpected in life. Each year we support American Red Cross®Disaster Relief and International Services so that they can immediately help when tragedy strikes – down the street, across the country or around the world.

Volunteer, Greater Chicago Food Depository

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2021
  • Ultimate Digital Excellence Award, 2021
  • Protect. Grow. Give.®, RiverSource Life Insurance Company , 2012

Professional associations

  • Illinois State University Alumni Association

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.