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

Areas of focus

  • Investment Management
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Charitable Giving
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • SIE - Securities Industry Essentials Examination

Interests

The Arts, Science and Music from all genres, and the Mountains for Hiking or Alpine Skiing.

I am currently a downtown Chicago resident for for over 30 years and currently reside in Museum Campus on Grant Park along with a seasonal home in Scottsdale, AZ.

Community participation

I am a lifelong Chicagoan and these are the organizations I volunteer for or support in Illinois and Arizona:

  • Board Member - Grant Park Music Festival 2019/2020/2021
  • Current Ex-Officio Board Member 2022 Grant Park Music Festival
  • Grant Park Conservancy
  • Friends of the River
  • Grant Park Conservancy
  • Piano Forte Chicago IL.
  • Snow City Arts
  • The MIM Musical Instrument Museum Phoenix AZ

Awards & recognition

  • Five Star Wealth Manager, 2012

Professional associations

  • Grant Park Conservancy
  • Grant Park Music Festival

Previous experience

  • Wells Fargo Advisors (via acquisition through AG Edwards/Wachovia), 2007-2018