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

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Cash Flow Management Strategies
16
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.