My Approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.


Golf, Paddle, & Golden Retrievers.

Community Participation

Boys & Girls Club of Lake County

Annual Rummage Sale First Presbyterian Church

Years of Experience ?

Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution


  • University of Michigan, BBA

Previous Experience

  • Fuji Securities, Vice President of Sales, 1978-1997
  • Energy Trading at Com Ed, Financial Advisor, 1997-1999
  • Morgan Stanley, Financial Advisor, 1999-2004

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