Advisor profile


Planning for a Confident Retirement

We deliver personalized financial services, financial planning, wealth management and investment planning advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Our financial advisors and private wealth advisors will start with a conversation about key financial areas including private wealth management, financial planning, retirement planning, saving for education, investment management, special needs planning, family finances or anything else required to plan your financials goals and protect what you value most.

By identifying clear steps to take toward your financial goals, we can help take the uncertainty out of your financial planning so that you meet your financial goals. Working together, we can help you feel more confident, connected, and in control of your financial life.

5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Estate Planning Strategies
  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Small Business
  • Business Retirement Plans
  • Family Finances
  • Insurance
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Charitable Giving

Qualifications

  • ChSNC® Chartered Special Needs Consultant®
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform State Law Examination
  • Life, Accident and Health

Awards & recognition

  • Ameriprise Client Experience Award, 2022

Professional associations

  • Barrington Chamber of Commerce
  • Next Gen Advisor Board Member

Previous experience

  • Executive for Medline Industries, Inc., 2007-2020

How We Help

  1. Financial Services
  2. Financial Planning
  3. Wealth Management
  4. Special Needs Planning
  5. Environmental, Social Governance (ESG) Investing
  6. Family Finances
  7. Intergenerational Planning
  8. Saving for Education
  9. Retirement Planning Strategies
  10. Executive Compensation and Benefit Strategies
  11. Investment Management

Community participation

  • Go Green Highland Park
  • Sustainable Circle

Interests

I do my best to be present and not take each day for granted. That means spending as much time as I can with my wife and our two wonderful children, ideally outdoors when Chicagoland weather permits. Watching my son and daughter grow into their BIG personalities is my single greatest joy. When I'm not in family mode I personally enjoy health and fitness, cooking, reading, watching documentaries and traveling.