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
18
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
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BA Finance, Illinois State University- Normal, IL
  • BA Insurance, Illinois State University- Normal, IL

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2022
  • Forbes Best-in-State Wealth Advisors, 2023

Previous experience

  • The Daily Vidette, Ad Sales Team Leader, August 2003-May 2006
  • Ameriprise Financial Advisors, Financial Advisor, May 2006- Present

Community participation

Past President, Lions Club of River Grove

  • Les Turner ALS Foundation of Chicago- Supporter
  • Susan G. Komen of Chicagoland- Supporter

Interests

I’m a lifelong resident of the Chicago area, but serve clients across the U.S. from New York to Southern California.

When I’m not working with clients you might find me enjoying time with my wife (Priscilla) and kids (Mia, Xander and Felicity), golfing with dad/brothers/friends, running a 5K, or scuba diving in the Caribbean. I’m also committed to several philanthropic efforts, including River Grove Lions Club activities, the Rally for the Cure® Golf Outing, Les Turner ALS Foundation and St. Baldrick’s.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.