My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

Get started
44
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Education

  • BS University of Arizona

Awards & recognition

  • Ameriprise Circle of Success, 2017, 2020
  • Five Star Wealth Manager, 2025

Previous experience

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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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

My photos

1 albums
close