Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
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
  • Retirement Income Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution




  • University of Notre Dame - BBA Finance 1991
  • Northwestern University - MA Learning Sciences 1997

Awards & recognition

  • Ameriprise Circle of Success, 2011-2018
  • Ameriprise Client Experience Award, 2021, 2022
  • Five Star Wealth Manager, 2012-2016, 2018, 2020, 2021, 2022, 2023

Previous experience

  • Edward Jones, Financial Advisor, January 2002 - September 2006
  • Arthur Andersen, Senior Program Manager, May 1999 - December 2001
  • Accenture, Project Manager, November 1993 - April 1999
  • Andersen Consulting, Developer, October 1991 - October 1993

Community participation

  • St. Charles Kiwanis Club
  • Elburn Chamber of Commerce
  • Elburn Lions Club
  • Volunteer at Northern Illinois Food Bank
  • Basketball and Baseball Coach


Most of my time away from work is focused on spending time with my family and friends.

I have completed two marathons (Chicago, New York City) and one half-marathon, along with various other races.

I actively volunteer in the community, primarily thru my involvement with the St. Charles Kiwanis Club. The mission of Kiwanis is to serve the children of the world. By working together, members achieve what one person cannot accomplish alone. When you give a child the chance to learn, experience, dream, grow, succeed and thrive, great things happen.