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

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BS University of Arizona

Interests

Golf at The Village Links of Glen Ellyn (or anywhere for that matter).

Spend time with family

Reading and participation in a couples book club with my wife.

Recently read: Between The World and Me by Ta Nehisi Cotes

Travel - Some Favorites places include:

London, France, Scotland, Ireland, Spain and anywhere in the good old USA

Awards & recognition

  • Ameriprise Circle of Success, 2017

Previous experience

  • Wells Fargo Advisors, 2007-2015
  • H&R Block Financial Advisors, 1990-2007