Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Small Business
36
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
  • CFS® Certified Fund Specialist
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelors of Science, Accounting, Illinois State University, Bloomington, IL

Interests

I enjoy following the sports careers of many of the students I have coached. I do this by attending local high school sporting events.

In the summer months, my family and I like to enjoy time on the water. We frequently go boating.

Community participation

  • Bethel Lutheran School - volunteer track coach
  • Morton Chamber of Commerce - board member