Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Wealth Preservation Strategies
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Financial Planner
  • Private Wealth Advisor

Education

  • Marquette University, B.S. in Finance, 1981

Interests

  • Bridge
  • Hockey

Community participation

  • Lake County Estate Planning Council: Past President, Board Member
  • Lake County Community Foundation: Committee Member
  • Northern Illinois Food Bank Planned Giving Council: Council Member
  • Village of Gurnee Chamber of Commerce: Chamber Member
  • Financial Planning Association of Illinois: Past Board Member of the North Shore Chapter
  • Gurnee Rotary Club: 1985 - 2017 - Past Youth Exchange Officer and 2-time Past President
  • 2012-2013 Gurnee Rotary Club Rotarian of the Year

Awards & recognition

  • Five Star Wealth Manager, 2012, 2014
  • Ameriprise Circle of Success, 2016