Advisor profile


Our Team Mission Statement

Keystone Financial Group is dedicated to helping clients envision and secure a more confident future through a collaborative advice experience.

We build meaningful relationships by helping clients fulfill their dreams and live abundant lives, while providing an experience aimed at simplifying life and reducing stress.

We strive for excellence in practice through integrity, leadership and teamwork.

Why:

- Inspire Confidence

- Simplify Life

- Fulfill Dreams

Guiding Principles

- Client Focused

- Meaningful Relationships

- Integrity Always

- Excellence in Practice

- Abundance in Life

33
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
  • Tax Planning Strategies
  • Investments
  • Small Business
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®

Education

  • Bachelor of Science, Loyola University of Chicago, 1990

Awards & recognition

  • Ameriprise Circle of Success, 2004-2012

Community participation

  • Winfield In Action Community Organization
  • Wheaton Rams Youth Football
  • Wheaton North Falcons Booster
  • Midwest Shelter for Homeless Veterans

Interests

  • I have three children; JP , Elise and Mark.
  • I enjoy spending time with my family.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.