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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Education

  • Bachelors of Science from the University of Illinois, Champaign-Urbana in AgEcon 1997

Interests

I’m passionate about cars, exploring new destinations, and creating memorable experiences with my family. Whether it’s hitting the open road, discovering unique places, or enjoying quality time at home, I value adventure and connection. These interests keep me inspired and grounded, blending excitement with the things that matter most.

My photos

1 albums
close