Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Retirement Plan Distribution
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
  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care®
  • CEPA® Certified Exit Planning Advisor

Education

  • BA in History from University of Illinois, Champaign-Urbana

Interests

I enjoy spending time with my wife, Allison and our two beautiful children, Natalie and Gabriel. There’s truly nothing greater than spending time with your family.

I dedicate time outside of work by volunteering for Habitat for Humanity and the Willow Creek Community Church. I have had the opportunity to travel to Bolivia, Guatemala, Argentina and Malawi to help build homes for Habitat. I have also traveled to the Dominican Republic on various occasions to serve the community alongside Willow Creek Wheaton.

I enjoy building things with my children, running, and playing soccer.

Community participation

  • Habitat for Humanity of Northern Fox Valley - Volunteer
  • Willow Creek Community Church - Construction Team Leader
  • Chamber 630 - Member

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021
  • Five Star Wealth Manager, 2013 - 2021
  • Ameriprise Circle of Success, 2017-2020
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Forbes Top 250 Next-Generation Wealth Advisors, 2019
  • Forbes Top Next-Generation Wealth Advisors, 2018

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.