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
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies
  • Small Business
  • Saving for Education
  • Insurance
  • Business Retirement Plans

Education

  • North Central College, Business Management 2000-2002
  • Naperville North HS, 1994-1998

Previous experience

  • Financial Advisor, Wells Fargo Advisors, LLC Naperville, IL, Aug 2007 - Oct 2016

Community participation

Contributor to Naperville Humane Society. Little Friends. Various charity golf outings and fundraisers.

Interests

Family Travel with my wife Nikki and our 2 children Brady and Taylor. Golf, Tennis and Swimming keep us busy in the summer and we love to go somewhere warm in the winter like Florida or Arizona to visit family or friends. We love the Cubs, Blackhawks and a ton of college sports.

My photos

2 albums
close