Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Cash Flow Management Strategies
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelors of Science in Economics and Finance, Illinois State University
  • Masters of Science in Economic Policy Analysis, DePaul University

Interests

There are any number of ways I could describe my perfect day, if someone posed that question to me. Among them are:

  • Sitting on the couch with my wife and our two dogs, Dexter and Dino, drinking endless flavors of coffee, while watching shows on the travel channel, the history channel, national geographic, and science channel with the fireplace on.
  • Going cruising to many different locales that we have yet to explore, such as the Panama Canal or Glacier Bay in Alaska.
  • Spending the morning on the golf course with a client, friend, or family member followed by a night out with my wife, trying out the new restaurant of the week.

Community participation

    • Actively involved in activities supporting Revelation Golf, a not for profit organization that uses golf to enhance and develop a meaningful quality of life for cancer survivors, US military, individuals with a physical disability, and at risk youth.
    • Through numerous outlets, such as sponsorship, we support local events throughout the year, such as the Scarecrow Festival and Concert in the Park in downtown St. Charles
    • Director of Referees for TCSA Recreational Soccer League

Awards & recognition

  • Protect. Grow. Give.®, RiverSource Life Insurance Company , 2012

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.