Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
17
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
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BA, International Politics and Economics / French, Middlebury College, 1999-2003
  • Middlebury, VT.

Interests

When I'm not in the office you can find me spending time at home with my wife of 13 years and my two children, or out on the golf course. At home I help tend to our garden and 11 chickens and spend a lot of time in the kitchen crafting family meals and generally playing short-order chef. As a long-time violinist, jazz piano player, and songwriter I try to patronize the excellent Chicago art/music scene when possible. In the warmer months I enjoy racing vintage sports cars in events at Road America in Elkhard Lake, WI.

Community participation

  • Member of Stonehenge Golf Club in Barrington
  • Member of Lake Barrington Shores Golf Club in Barrington
  • Supporter of WDCB 90.9 fm, member of the Jazz Lovers Music Club
  • Supporter and alumnus of Loyola Academy in Wilmette which my wife and I both attended
  • Member of the Sportscar Vintage Racing Association and the Vintage Sports Car Drivers Association

Awards & recognition

  • Five Star Wealth Manager, 2012-2019