Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Retirement Plan Distribution
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℠
  • CLTC® Certified Long Term Care®

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

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