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 Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies
  • Tax Planning Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Licenses: Series 7 & 66; Illinois health and insurance license

Education

  • B.S. Business Administration, Monmouth University, West Long Branch NJ 1977

Interests

When I am not working or spending time in the office I enjoy spending my time with my wife and son, skiing during the winter time and cycling, tennis and golfing during the summer time. In between that I am an avid sports fan and enjoy ballroom dancing. I am also active in community service with my church.

Community participation

My family and I are very active in the community through our church including helping the homeless and supporting food drives.

I also volunteer with the Illinois Financial Planning Association at their volunteer days by reaching out to individuals and families who are in need of quality financial advice.

Awards & recognition

  • Five Star Wealth Manager, 2012, 2014, 2015

Professional associations

  • Financial Planning Association

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.