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
25
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
  • Saving for Education
  • Investment Management
  • Family Finances
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Insurance
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CMFC™ Chartered Mutual Fund Counselor™

Education

  • University of Michigan, 1990, B.A. Psychology

Previous experience

  • Waddell & Reed, Inc - Financial Advisor, 1999 - 2017

Community participation

Andersonville Chamber of Commerce - board member

Kiwanis Club of the North Shore - president

Feed My Starving Children - Volunteer

Interests

Outside of work, I enjoy spending time with my wife. One of our favorite activities together is to frequent the Opera downtown Chicago.