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
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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

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

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

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

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.