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

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Tax Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Plan Distribution
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Retirement Planning Counselor SM
  • Member, Financial Planning Association
  • Financial Advisor
  • Bachelor of Science Degree

Education

  • BS, Marquette University

Interests

  • I enjoy spending time with my grandchildren.
  • I enjoy golfing.
  • I enjoy listening to music especially live concerts. I look forward to hearing modern blues.

Community participation

Volunteer time with St. Vincent De Paul Society.

Member of the Business Ethics Forum in the southwest suburbs of Chicago.

Awards & recognition

  • Ameriprise Circle of Success, 2009, 2014-2015
  • Ameriprise Client Experience Award, 2021

Honored to receive recognition

I’m honored to announce that I have received the Ameriprise Client Experience Award. This status is earned through demonstrated excellence in client service. While it’s my name on this award, it would not have been possible without the continued trust clients like you and a team that’s dedicated to providing the best possible service.

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.