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
  • 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
23
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

Education

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

Interests

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

Community participation

Andersonville Chamber of Commerce - board member

Kiwanis Club of the North Shore - president

Feed My Starving Children - Volunteer

Previous experience

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