Advisor profile


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11
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
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Investment Management

Qualifications

  • AIF® Accredited Investment Fiduciary®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Carthage College, Bachelor of Arts (B.A.) Physics, Business Admin & Entrepreneurial Studies

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2022
  • Five Star Wealth Manager, 2023
  • Ameriprise Client Experience Award, 2023

Previous experience

  • Sr. Financial Consultant, E*TRADE Capital Management, 2016-2022, Chicago, IL, 6
  • Private Wealth Advisor, Upstream Investment Partners (Sigma Financial Corp.), 2014-2016, Lisle, IL, 2
  • Portfolio Manager, US Trust - Bank of America, 2012-2014, Kansas City, MO, 2
  • Financial Advisor, Merrill Lynch - Bank of America, 2011-2012, Lisle, IL, 1

Community participation

  • Carthage College - President's Leadership Council Co-Chair
  • Epilepsy Foundation of Greater Chicago - Board of Directors
  • Epilepsy Foundation of Greater Chicago - Founder and President of the Associate Board, 2018 - 2024

Interests

Outside of my professional career, I have many hobbies and passions. Since I was 5 years old, I’ve been an avid snow skier, so much so in 2009 I moved to Copper Mountain CO. to be a Ski Instructor. The experience is unforgettable and would not replace it for anything. From there I entered the financial industry. I enjoy the outdoors, in the summer, you’ll find me often by Lake Michigan playing beach volleyball, biking the Lake Shore path, or boating on the lake. I appreciate fine dining and am always up for trying a new pizza spot in the city. Animals are fascinating and am a member of the Shedd Aquarium and Lincoln Park Zoo.