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 Planning Strategies
  • Investments
  • Charitable Giving
44
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

Education

  • Northern Illinois University BS in Finance

Interests

Having been born and raised in Naperville, IL, I am "community & family" focussed. After spending time with my wife (Gloria) and our 3 children and 2 grandchildren, I do find time to play golf and softball and maintain my membership in Rotary International.

Community participation

Charter President & Member of the Rotary Club of Naperville Downtown

Former President Rotary Club of Naperville Sunrise

Former Naperville Education Foundation Trustee

Former Heritage YMCA Board Member & Trustee

Previous experience

  • Morgan Stanley Smith Barney, Senior Vice President, Investments, 7
  • UBS Financial Services, Vice President, Investments, 6
  • Morgan Stanley Dean Witter, Senior Vice President Investments, 20

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.