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

Areas of focus

  • Business Retirement Plans
  • Investment Management
  • Retirement Plan Distribution
  • Saving for Education
  • Tax Planning Strategies
  • Retirement Planning Strategies


  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 9 - General Securities Sales Supervisor - Options Module Examination
  • Series 10 - General Securities Sales Supervisor - General Module Examination
  • Series 65 Uniform Investment Adviser Law License
  • Series 31 - Futures Managed Funds Examination
  • State of Illinois Life, Accident and Health and Variable Contracts License
  • Series 63-Uniform Securities Agent License


  • B.A. in Business with a concentration in Finance-Augustana College- Rock Island, Quad Cities Il
  • B.A. in Sociology-Augustana College- Rock Island, Quad Cities Il

Awards & recognition

  • Ameriprise Circle of Success, 2011

Previous experience

  • Smith Barney Second Vice President- Retirement Plan Consultant, January 1994- February 2009

Community participation

  • Former Board Member of Shelter Care Ministries of Rockford
  • Cosmopolitan Club a service club committed to fighting Diabetes.
  • Rockford Area Chamber of Commerce
  • Former Board member on the Epilepsy Foundation of Northern Illinois


  • Spending time w/my beautiful wife Jacolyn & daughter Reese
  • I stay active with running,boxing and golf
  • Cooking is another passion especially BBQ
  • Travel