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.

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19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Employee Stock Options
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Insurance
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • RICP® Retirement Income Certified Professional®

Education

  • DePaul University, Bachelor of Science, Finance Major

Awards & recognition

  • Koney Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Five Star Wealth Manager, 2016, 2021-2023
  • Koney Wealth Advisors, Ameriprise Client Experience Award, 2020-2021, 2023
  • Ameriprise Circle of Success, 2018-2023
  • Financial Times 400 Top Financial Advisers, 2020
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Forbes Top Next-Generation Wealth Advisors, 2021
  • Forbes Best-in-State Wealth Advisors, 2019 - 2020

Honored to Receive Recognition

I’m honored to announce I’ve received a 2023 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients. Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.

Community participation

Koney Wealth Advisors 'Give Back':

This year Koney Wealth Advisors is partnering with The Pediatric Oncology Treasure Chest Foundation. The Treasure Chest Program allows cancer patients (ranging in age from birth through 18 years) at 66 children’s cancer treatment centers to choose an age-appropriate toy as a reward for having the courage to undergo painful but necessary procedures. To show our support for this organization, KWA will be collecting new toys for children of all ages.

If you are interested in supporting this cause, feel free to drop off a NEW toy at our Orland Park office.

Interests

  • Enjoy time with Family and Friends
  • Enjoy outdoor activities

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.