Advisor profile


What you can expect when you work with me

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.

Get started
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CFS® Certified Fund Specialist
  • CRPC™ Chartered Retirement Planning Counselor™

Education

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

Community participation

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

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.