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
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Cash Flow Management Strategies

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 8 - General Securities Sales Supervisor Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • Bachelors in Finance, University of Illinois, Champaign-Urbana 1975
  • Masters in Finance, De Paul University 1985

Professional associations

  • University of Illinois Alumni Association

Previous experience

  • Morgan Stanley Smith Barney, 1/1983-4/2012

Community participation

  • Synagogue B'nai Shalom - Served as Men's Club President and Recording Secretary
  • The ARK - Volunteer - Delivering food to the needy
  • Chicago Marathon - Raised money for AIDS