Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investment Management
  • Insurance
  • Tax Planning Strategies
  • Charitable Giving
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Interests

I enjoy reading, golfing and spending time with my family.

Community participation

Supporter of Keep Northern Illinois Beautiful

Volunteer for Northern IL Food Bank

Awards & recognition

  • Ameriprise Circle of Success, 2011, 2012, 2014 -2018